Leap SalesPro is built for the appointment — digital estimates, e-signatures, financing, done. But the scheduling, qualification, CRM updates, and post-contract coordination that surround every appointment? That's still manual. OpsRev deploys AI teammates that handle the admin work on both sides of the sale.
Leap SalesPro is the gold standard for in-home sales. Here's what it does well — and why you should keep using it.
Digital estimates and contracts with e-signatures — everything your rep needs to close a deal at the kitchen table without paperwork.
Polished, branded presentations that help reps build trust and close higher-value jobs during the in-home appointment.
Collect payments on the spot and offer financing through 12 lending partners — removing the biggest objection before the rep leaves the home.
Deep integration with Beacon PRO+ for streamlined material ordering and supplier coordination directly from the sales workflow.
Leap makes the in-home close seamless. But your team still burns hours on the work that happens before and after — scheduling, qualifying, updating systems, coordinating next steps. That's where deals stall and overhead piles up.
Before a rep ever opens Leap, someone has to qualify the lead, confirm the appointment, and brief the rep on the property. That's office staff time on every single job.
Contract signed in Leap? Great. But someone still has to update your CRM, schedule production, and trigger material ordering reminders. That handoff is manual and error-prone.
Homeowner said "let me think about it" and walked the rep out. Three days later, nobody's followed up. That proposal is dead unless someone manually chases it.
Leap makes it easy to offer financing at the table, but the back-office coordination — documentation, lender follow-ups, approval tracking — still lands on your admin team.
You know who closed, but not why the others didn't. Conversion rate tracking across reps, regions, and lead sources requires manual analysis nobody has time for.
OpsRev deploys a digital teammate that works alongside Leap — handling the pre- and post-appointment admin that falls between the cracks.
Before every appointment, your rep gets an auto-generated briefing — property details, lead source, prior communications, and talking points. They walk in prepared, not cold.
Contract signed in Leap? Your digital teammate updates your CRM automatically — deal status, contract value, signed date. No manual data entry, no missed updates.
Once a contract closes, your digital teammate kicks off the next steps — production scheduling, material ordering reminders, crew assignment alerts. No handoff meetings required.
Track close rates by rep, lead source, and region automatically. Your sales managers get proactive alerts when conversion dips — not end-of-month surprises.
Proposal unsigned after 48 hours? Your digital teammate drafts a personalized follow-up and stages it for 1-click approval. No lead left behind.
Financing approved at the table? Your digital teammate tracks lender documentation, flags missing paperwork, and follows up on pending approvals — so your office staff doesn't have to.
No rip-and-replace. No 6-month implementation. Your digital teammate is live alongside Leap in weeks, not quarters.
We integrate with Leap and your CRM, plus your communication tools — Slack, Teams, Email, Google Chat. Read-only access to start. We map your existing workflow: how leads get qualified, how appointments get scheduled, and what happens after the contract is signed.
Your AI teammate watches your workflow for 1-2 weeks. It learns your process, your terminology, your standards. It drafts briefing packets, follow-ups, and CRM updates but doesn't take action — your team reviews everything and provides feedback until the AI matches your standards.
Once calibrated, your digital teammate starts handling work autonomously — pre-appointment briefings, CRM updates, post-sale workflows, follow-ups, and conversion monitoring. External-facing actions still require human approval with one click. Full audit trail on everything.
See exactly how a digital teammate fits alongside your Leap setup. We'll map your current process, show you where the pre- and post-appointment waste is, and demonstrate what autonomous operations looks like.
48-hour turnaround. Read-only access. Zero obligation.