Real-time dashboard
See sales, delivery, workload, profitability, and alerts in a single command-center view so teams can spot issues and prioritize action.
LEAP
LEAP is a cloud-based operating system for services businesses that connects CRM, ERP, sales, delivery, and finance in one platform. It helps teams manage work from lead to project to invoice to cash with real-time visibility and forecasting.
Overview
LEAP is a cloud-based operating system for services businesses that brings CRM, ERP, sales, delivery, and finance into one connected platform. The site presents it as a way to manage the full flow of work and revenue, from lead and pipeline activity through projects, invoicing, and cash.
Its core purpose is to give teams real-time visibility into what is on track, what is at risk, and where attention is needed. The product pages emphasize operational clarity, forecasting, and control for businesses that work with projects, shared resources, and changing scope.
Features
Lead management
Move prospects through a structured visual flow from inquiry to qualified opportunity, with role and stakeholder tracking plus handoff to pipeline and projects.
Pipeline management
Track opportunities through each sales stage with live revenue totals and financial visibility from qualification through closed deal.
Invoices and billing
Create invoices from completed work with approvals, VAT handling, worklog-based billing, and traceability back to delivery.
Forecasting
Forecast revenue, compare forecasted and actual performance, and monitor budget sustainability with time- and role-based projections.
Resource planning and allocations
Plan staffing and allocations by role, define rates and time allocation, and connect resource decisions to revenue and cost impact.
Use Cases
Managing the sales-to-delivery handoff
Use LEAP to keep prospects, opportunities, and handoffs organized as leads move from first contact into pipeline and project delivery.
Monitoring performance and forecasts
Use the dashboard, forecasting, and business plan views to review revenue, costs, and margin across active work and expected demand.
Planning resources and capacity
Use allocations, staffing, and time-linked financial views to assign people to roles, set rates, and understand the cost impact of resourcing choices.
Turning delivered work into invoices
Use worklogs, invoice generation, approval steps, and VAT handling to bill completed work with traceable links back to delivery.
Replacing disconnected tools
Use the platform when you need one system for projects, delivery, finance, and reporting instead of separate CRM, billing, and planning tools.
Pros and Cons
Pros
- Connects sales, delivery, and finance in one system instead of separate tools.
- Shows operational and financial data together, which supports faster review of pipeline, project, and billing status.
- Supports services-specific workflows such as worklogs, invoices, allocations, and forecasting.
- Offers flexible entry points, including a 30-day trial and a free demo.
- Includes enterprise-oriented controls such as role-based access, audit logs, integrations, and API access in higher plans.
Cons
- The pricing page shows plan differences, but some capabilities are reserved for Premium or Enterprise rather than the entry plan.
- Several workflows are described at a high level on the public pages, so buyers may need a demo to understand configuration details.
FAQ
What is LEAP?
LEAP is an operating system for services businesses that combines CRM, ERP, sales, delivery, and finance in one platform. It is built for teams that need visibility from lead through project delivery, invoicing, and cash collection.
Who is LEAP built for?
The site positions LEAP for services businesses such as consulting firms, agencies, field service teams, project-based teams, and scaling organizations.
How do teams get started with LEAP?
The pricing page offers a 30-day free trial with no card required, and the homepage also offers a free demo option. Enterprise buyers can contact sales for a custom package.
Does LEAP replace existing tools?
LEAP is described as replacing disconnected CRM, ERP, sales, delivery, and finance tools by connecting operational and financial data in one system.
Is LEAP suitable for enterprise use?
The product pages describe enterprise-grade security, role-based access control, secure cloud architecture, and global data hosting with GDPR compliance.
Quick Facts
- Category
- Services operations platform
- Platform
- Cloud-based web product
- Primary users
- Services businesses, including consulting firms, agencies, field service teams, and project-based teams
- Core workflow
- Lead to project to invoice to cash
- Pricing
- Starts at €11 per user per month on the pricing page
- Website
- leap-erp.com
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