CRM Training

Learn how to use Leap and Roofr to manage leads, schedule appointments, handle contracts, and create professional proposals. Discover how to track every step of a roofing project — from the first customer call to the final job completion. By the end, you’ll have the skills to streamline workflows, reduce mistakes, and confidently manage projects using industry-leading tools.

Who Is This For?

Business owners who want to standardize training and ensure consistent processes.
New team members who need a clear, step-by-step introduction to our CRM tools.
Sales reps who want to manage leads, appointments, and contracts more effectively.
Admin staff who handle customer records, notes, and scheduling.

What You Will Learn

Understand what Leap is and why it’s our main CRM tool.
Learn the complete Leap workflow — from adding a lead to project production.
See how Roofr helps with roof measurements and professional proposals.
Add, manage, and track leads in Leap.
Schedule appointments, assign tasks, and communicate with the team.
Use the Contract stage to handle pricing, payments, and approvals.
Generate measurement reports and proposals in Roofr.
Gain confidence in using both tools to manage customer jobs from start to finish.