Reflect CRM

The growing CRM for Sage and Xero. Empower your sales team in minutes, nurture your customer relationship and grow your business, the easy way. Contact management. In minutes, all your contacts are imported from Sage and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name. Sales pipeline. Easily manage and track your sales opportunities to prioritize your work effort. With a few clicks, move your prospects from one stage to the next as you progress the deal. Opportunity statuses can be customized to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel.

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.