Business Pilot vs Leap

Business Pilot is an ERP/CRM for installation companies that brings leads, scheduling and finances into one platform. It manages work from the first enquiry through sales, surveys, contracts, products, supplier orders, scheduling, job costing, invoicing, installation and aftercare. Website enquiries can be captured and graded to help sales teams prioritize opportunities. Its interactive schedule board lets teams move installation dates, update contract records and notify fitters. The BP Site App gives installers job details, photos, technical specifications and digital sign-off forms on their phones, with field-to-office updates. Listed integrations include Xero, Sage, QuickBooks, FENSA, Certass, Tommy Trinder, Windowlink and Microsoft 365, with Zapier connectivity. Website leads can enter through a WordPress plugin or manual integration. Pricing is on request; the FAQ states a minimum contract value of £240 per month and a 24-month minimum subscription term. A 14-day free trial includes demo data and supports record changes, reporting and export on desktop, tablet or phone. The company says the system is not pricing software, though it connects to such software and stores quotes and related documents.

Leap is a platform for roofing and remodeling contractors covering sales, crew operations, and payments. Leap CRM tracks leads, jobs, and customers from first contact through final payment, with customizable job stages and workflow automations. SalesPro supports estimates, proposals, financing, and signed contracts during in-home appointments; it can work offline and sync when connectivity returns. Subcontractors receive job-level portal access, while homeowners can view updates and pay invoices through portals. Leap Pay accepts credit cards, debit cards, and ACH transfers online or in person. It is included with the subscription and has no monthly fees. Leap CRM integrates with contractor tools including ABC Supply, SRS Roof Hub, QXO, Eagleview, Hover, CompanyCam, and Angi Leads. The CRM runs on desktop, Android, and iOS; SalesPro is designed for desktop setup and iOS field use. Essential costs $79 a month on a one-year contract paid monthly and is limited to one user. A 14-day trial is available, but there is no free plan.