Reflect CRM

Reflect CRM

NCH Software
+
+

Related Products

  • WERX
    35 Ratings
    Visit Website
  • STACK
    1,426 Ratings
    Visit Website
  • Bidtracer
    39 Ratings
    Visit Website
  • Roofr
    141 Ratings
    Visit Website
  • Buildxact
    261 Ratings
    Visit Website
  • CompanyCam
    5,584 Ratings
    Visit Website
  • WEX Field Service Management
    67 Ratings
    Visit Website
  • KonstructIQ
    7 Ratings
    Visit Website
  • Stratosphere
    7 Ratings
    Visit Website
  • Premier Construction Software
    402 Ratings
    Visit Website

About

With Leap CRM and Leap SalesPro, our two signature software products, you can supercharge your organization with a digital process that reflects how your home improvement business sells and works. Leap helps you efficiently manage every lead, schedule every appointment, and create error-free estimates. You can also get accurate measurements, order materials, schedule your production, manage subcontractors and complete each job on schedule. When it’s time to complete the job, you can produce actionable reports, maintain your margins, and collect payments with simple online invoicing and payment processing. Leap also integrates with many of the industry-leading tools you already use, such as Quickbooks, CompanyCam, Angi, EagleView, and SRS Roof Hub. Plus, you can optimize your entire operations and access Leap’s industry-leading software on the go, whether you’re in the office, in the field, or at home on desktop, tablet, or mobile device.

About

Reflect CRM Software - Customer Relationship Management & Business Customer Database Software. Increase sales and customer retention with Reflect CRM database solution. Track accounts, contacts, leads, meetings, things to do, events, notes, phone calls, and the status of your sales pipeline. Reflect supports multiple users, multiple businesses, and web access mode. With Reflect, CRM Software, data filtering and reporting is easy.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Roofing, Remodeling, Construction, and Home Improvement Companies looking to perfect their processes and scale their businesses!

Audience

Small businesses, corporations, freelancers, start-ups, agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$79/month
Leap Essential for one user is available at $79/month. With Leap Team, you get 3 users for $249/month. Additional users can be added for $99/month/user.
Free Version
Free Trial

Pricing

$14.99/one-time
Unrestricted and non-commercial use versions also avaliable.
Free Version
Free Trial

Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.6 / 5
design 4.4 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • The Leap App makes contracting simple, concise, and most importantly, easy for the customer or client to review, follow and understand. Nothing better to see when the contract is complete and accurate!
  • Everything needed to track and manage a lead is at your finger tips. Having access to a customer's address, phone call or text option in one app is a game changer! It makes for a more productive day.
  • Estimate to contract linking. Good, better, best options. Offline mode. Option for market pricing across states.
  • Simple interface allows for decent customization options. Cost is fairly low compared to similar products.
  • * Workflow automation has been a huge timesaver. Setting up takes some work because there is so much it can do. * Built in Accounting is great for simple invoicing * The mobile app has 90+% functionality to the desktop web based interface * Customer portal really helps the clients feel involved. * Electronic signatures are a must these days, and having it all built in means I don't have to use another service for e-signatures 1 on 1 support has been great. Anytime I have a question, I can call my rep or email and I have an answer back always same day, but often within 30 min -1 hr.

Cons

  • It can be confusing to redo or edit customer information when there is a simple error.
  • No cons so far that I can notice on this app. Everything works as expected.
  • Onboarding process if very detailed but so worth it if you set up the system properly.
  • Breaks constantly. Pretty much every update causes system-wide crashes and failures. Web UI is slow and clunky. Sacrifices substance for style.
  • Form creation can be tricky at first. Built in email system could use some rework but it is functional.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Leap
Founded: 2016
United States
leaptodigital.com

Company Information

NCH Software
Founded: 1993
United States
www.nchsoftware.com/crm/index.html

Alternatives

Alternatives

Upnify CRM

Upnify CRM

Upnify
Xapsys CRM

Xapsys CRM

Xapsys
Acculynx

Acculynx

Exact Logix
Rabbit CRM

Rabbit CRM

Farazon Software Technologies

Categories

Categories

CRM

Construction Estimating Features

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
Historical Database
HVAC Estimating
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Contractor Management Features

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Electrical Estimating Features

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

HVAC Estimating Features

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

Job Costing Features

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Plumbing Estimating Features

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Remodeling Estimating Features

Cost Database
Quote Management

Residential Construction Estimating Features

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

Roofing Features

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Bubblehouse
CompanyCam
EagleView
Enzy
Get The Referral
Hatch
Hover
Ingage
InsulationScope
LeadPerfection
LeetCode
Rango Exchange
RealWork
RoofScope
SumoQuote
Supaboard

Integrations

Bubblehouse
CompanyCam
EagleView
Enzy
Get The Referral
Hatch
Hover
Ingage
InsulationScope
LeadPerfection
LeetCode
Rango Exchange
RealWork
RoofScope
SumoQuote
Supaboard
Claim Leap and update features and information
Claim Leap and update features and information
Claim Reflect CRM and update features and information
Claim Reflect CRM and update features and information