Enterprise platforms

Products & IP


Seamlessly manage estimates, invoices, and purchase orders. Optimize communication with 2-way messaging and track deliveries in real-time for enhanced efficiency.

Empower Your Business, Delight Your Customers

Step into the world of effortless marketing with LEAP360 CRM's Marketing Module. Let us help you grow your sales and strengthen customer relationships through engaging content, personalized communications, and intelligent audience insights. Your marketing can now truly connect with customers and drive tangible results. Imagine you’re sitting down with a customer who's walked into your shop, and you want to connect with them on a personal level. That's what our Marketing Module helps you achieve, but on a scale and across digital channels.

1. Two-Way Messages Enhance Communication

2-Way Messages Enhance Communication by allowing for real-time, interactive conversations between businesses and their customers. LEAP360 CRM's 2-Way Messages feature facilitates seamless communication, enabling personalized interactions and swift response times. This approach helps businesses build stronger relationships with customers, leading to improved customer satisfaction and loyalty. By engaging in two-way conversations, you can quickly address customer inquiries, gather feedback, and provide tailored support. This feature is key to creating a more responsive and customer-centric business environment, where communication flows smoothly in both directions.

Direct, Real-Time Communication

Exchange messages with customers directly through the CRM platform, fostering real-time, meaningful interactions.

Personalized Conversations

Utilize customer data to tailor your messages and provide personalized responses that resonate with your audience.

Multi-Channel Support

Communicate with customers through various channels, such as email, SMS, Voice, and other preferred messaging platforms.

Track and Analyze Conversations

Monitor and track message interactions to gain insights into customer preferences and identify opportunities for improvement.

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2. Generate Estimates Streamline Your Sales Process

Generate Estimates Streamline Your Sales Process by automating the creation of accurate and professional estimates for customers. LEAP360 CRM's Generate Estimates feature allows you to quickly generate detailed estimates with minimal effort, reducing administrative workload and speeding up your sales process. This efficiency not only saves time but also enhances the overall customer experience by providing clear, precise information about pricing and project scope. With this feature, you can improve accuracy, reduce errors, and increase customer satisfaction, leading to a smoother and more effective sales process.

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Quick and Accurate Estimates

Generate estimates swiftly using pre-set templates and customer data. Tailor estimates to each customer's specific needs and preferences.

Customizable Templates

Create estimates that reflect your brand's identity and offer flexibility to include relevant details and terms.

Automated Follow-Up

Send follow-up messages and reminders related to estimates, helping you stay top of mind and increase the chances of conversion.

Track Estimate Acceptance Rates

Monitor the status of your estimates, including acceptance rates, and identify areas for optimization.

3. Purchase Orders Efficient Procurement Management

Purchase Orders Efficient Procurement Management is a feature in LEAP360 CRM that simplifies and centralizes the procurement process. With this feature, you can create, manage, and track purchase orders with ease, leading to more efficient procurement management. By centralizing purchase order data, businesses can maintain better control over their inventory, suppliers, and costs. This feature reduces manual paperwork, streamlines communication with vendors, and helps ensure timely delivery of materials or products. The result is a more organized and effective procurement process that supports business operations and reduces errors.

Create and Manage Purchase Orders

Generate purchase orders quickly using existing product data and templates. Customize orders to suit your supplier relationships and requirements.

Track Order Status and Deliveries

Monitor the status of purchase orders in real time, ensuring timely deliveries and effective inventory management.

Integrate with Suppliers

Establish seamless communication with suppliers for smooth procurement and fulfillment processes.

Purchase Order History and Reporting

Access a complete history of purchase orders for reporting and analysis, enabling you to identify trends and optimize procurement strategies.

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4. Invoices Professionalize Your Billing Process

Invoices Professionalize Your Billing Process by providing a streamlined approach to creating, managing, and tracking invoices. LEAP360 CRM's Invoices feature allows you to generate professional invoices quickly and efficiently, enhancing your business's credibility and image. By organizing the billing process, you can reduce errors, improve cash flow, and accelerate payment collection. This feature also enables you to track outstanding invoices, send automated payment reminders, and maintain a clear record of transactions. With a professional invoicing system, you can improve customer satisfaction and ensure a smoother financial process for your business.

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Create Customized Invoices

Generate professional invoices using customizable templates that reflect your brand's style and include all necessary details.

Automated Billing and Reminders

Automate the billing process and send reminders for outstanding invoices, ensuring prompt payments and improved cash flow.

Track Invoice Status

Monitor the status of invoices in real time to identify unpaid balances and manage accounts receivable efficiently.

Generate Reports and Insights

Access reports on invoice performance and payment history to inform your billing strategies and optimize financial processes.

5. Delivery with Route Tracking Optimize Your Logistics

Delivery with Route Tracking Optimizes Your Logistics by providing a real-time tracking system for delivery routes. LEAP360 CRM's Delivery with Route Tracking feature allows you to monitor and optimize delivery logistics, ensuring that your goods reach customers promptly and efficiently. This feature can help businesses streamline their delivery operations, reduce transportation costs, and improve customer satisfaction by offering accurate delivery estimates. By tracking delivery routes, you can also identify areas for improvement, enhance route planning, and ensure drivers follow the most efficient paths. This approach enhances the reliability and performance of your logistics operations, leading to a better overall customer experience.

Real-Time Route Tracking

Monitor delivery routes in real time, allowing you to track shipments and keep customers informed of delivery status.

Optimize Delivery Routes

Use data insights to plan efficient delivery routes, saving time and resources while minimizing delays.

Communicate with Delivery Teams

Stay connected with delivery personnel for timely updates and adjustments to delivery plans as needed.

Keep Customers Informed

Provide customers with accurate delivery timeframes and updates, enhancing their experience and building trust.

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6. Shipment Integration Streamline Your Shipping Process

Shipment Integration Streamlines Your Shipping Process by seamlessly connecting your CRM platform with various shipping providers. LEAP360 CRM's Shipment Integration feature allows you to integrate shipping solutions, reducing manual work and simplifying logistics. This feature enables you to generate shipping labels, track shipments, and manage orders from a single interface, streamlining the shipping process. By automating many aspects of shipping, you can save time, minimize errors, and improve customer service by providing real-time tracking information and faster deliveries. This integration helps ensure a smoother and more efficient shipping process, ultimately leading to greater customer satisfaction and business efficiency.

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Connect with Major Shipping Providers

Integrate with leading shipping providers for smooth shipping and tracking of packages.

Automate Shipping Labels and Documents

Generate shipping labels and documents automatically, saving time and reducing manual errors.

Real-Time Tracking and Notifications

Offer customers real-time tracking and notifications for their shipments, keeping them informed and satisfied.

Streamline Return Management

Simplify returns with integrated return shipping options, providing customers with convenient, hassle-free experiences.

LEAP360 CRM's Platform Services empower your business to manage communication, procurement, billing, delivery, and shipping efficiently. By streamlining these core aspects of your operations, you can enhance your customer service, optimize logistics, and drive overall business success. Let us help you elevate your business processes and achieve your goals!