Leap vs Dataforma

Salesforce Sales Cloud

Dynamics 365

AccuLynx

JobNimbus

RAKEN

FollowUp CRM

Compare Leap and Dataforma based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

AccuLynx is a web-based business management software designed for speciality trade contractors, particularly roofing & exterior contractors. The software provides tools for lead & sales pipeline management, CRM, job management & material ordering, as well as native mobile apps for Android & iPhone.

JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Your 5-star job needs a 5-star process. With Leap, you can close jobs with ease and deliver work that will turn your customers into raving fans.   

Leap’s CRM and in-home selling platforms empower home improvement and roofing professionals to deliver the best possible experience for clients.

Access Controls/Permissions

Accounting

Accounting Integration

ACH Payment Processing

Activity Dashboard

Activity Tracking

Aerial Measurement

Alerts/Notifications

Bid Management

Billable Items Tracking

Billing & Invoicing

Bills of Material

Budget Tracking

Budgeting/Forecasting

Buyer Management

Calendar Management

Calendar/Reminder System

Change Order Management

Client Management

Client Portal

Client Tracking

Collaboration Tools

Commercial

Communication Management

Compliance Management

Compliance Tracking

Contact Database

Contact Management

Contract/License Management

Contractor Database

Contractor Management

Cost Database

Cost Estimating

Cost Tracking

Cost-to-Completion Tracking

Customer Database

Customer History

Customer Management

Customer Portal

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Dispatch Management

Document Management

Document Storage

Drag & Drop

Electrical Estimating

Electronic Payments

Electronic Signature

Email Marketing

Email Templates

Estimating

Expense Tracking

Financial Management

For AEC Industry

For Residential

Forecasting

Forms Creation & Design

Historical Database

HVAC Estimating

Industrial

Inspection Management

Interaction Tracking

Inventory Management

Invoice Management

Job Costing

Job Management

Job Scheduling

Job Tracking

Labor Cost Reporting

Lead Management

Material Ordering

Materials Management

Mobile Access

Mobile Alerts

Mobile App

Multiple Projects

Offline Access

Online Payments

Online Time Clock

Payment Collection in the Field

Payment Processing

Permit Management

Photo Capture

Plumbing Estimating

Price and Cost Calculations

Procurement Management

Production Cost Tracking

Progress Reports

Progress Tracking

Project Accounting

Project Billing

Project Estimating

Project Management

Leap

Android

Linux

Web-based

Windows

iPad

iPhone

Owner

I like that it is cloud based, accessible from anywhere. The ability to create a job flow tailored to our company is nice as well.

Office Manager

We have been able to communicate as a team better now that we have a system in place to help eachother out. The tracking on proposals is great to know what our clients think of our bids and estimates.

Senior QA Engineer

This software is awesome full user friendly. Third party integration in this software is awesome.

Content Specialist 

I love the ease of use and how thoughtfully the system works as a whole. Our team benefits in so many ways from it.

Sales Manager

The ease of use on this software is fantastic. It is far easier to navigate than other systems we have tried.

Sales Manager 

Having the freedom to structure JP to how our systems work is the one of the best attributes. JP’s customer management portals is second to none and certainly helps to separate us from competitors.

Construction Manager

We like the fact that you can adjust the software to fit our company. We also like that it tracks everything for all of our employees (i.e. job cost, profits in job, timelines).

It is easy to track everyone's progress on projects and if they need help on something it is so easy to go into the project and see right where it is at.

The overall experience is that Job progress is great software with even better customer support.

The thing I found most irritating was when I brought up my concerns to the sales person.

manager

I love the features, when they work accurately. Very user friendly for the field.

Office Admin/Scheduler

Sometimes there is a delay as well which interferes with prompt scheduling. I have a problem with copying templates as well into an email - sometimes will take 2-3 times to take.

Regional Director 

I like the User interface and the ability to enter in data and some of the customization.

The one thing I have ran into is the inability to delete jobs. If there is duplicate jobs created, it just causes a big mess.

The experiences of other users in context to the real problems we had with the software is not germane to my business. I brought up the issue because we had real concerns.

President 

The customer service is beyond compare, the owner has helped us on many occasions and is always available. I highly recommend everything about Job Progress.

Director of Marketing and Business Development

I really think its worth the investment. Its getting better every year.

Marketing Manager

The ability to integrate other features. And track overall business performance.

Leap screenshot: Leap job overview

Leap screenshot: Leap mobile application

Leap screenshot: Leap estimates

Leap screenshot: Leap capture details for estimates

Freelancers

Mid Size Business

Small Business

Followup CRM construction CRM & sales platform designed to help contractors measure, record & streamline the sales process.

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Raken is a comprehensive construction management software that streamlines daily progress reporting, time tracking, safety management, and document storage. Its easy-to-use mobile app and web portal allow construction crews to capture and share field data in real-time, improving visibility and reducing risk across projects. Raken's flexible tools empower teams to better plan, monitor, and manage their construction activities.

Dataforma is a cloud-based field service management software which helps businesses in electrical, plumbing, HVAC, and other industries manage bids, contracts, inspections, invoicing, and more. It enables contractors to handle projects, create proposals, track leads, and monitor marketing campaigns.

For Solar Companies

Location Tracking

Maintenance Scheduling

Project Tracking

QuickBooks Integration

Quotes/Estimates

Routing

Scheduling

Service History

Solar Design

Subcontractor Monitoring

Technician Management

Time Tracking

Work Order Management

Dataforma

Office assistant

They are super slick and the system walks everyone through it with out any issues. Customer service is awesome as well.

Workorder side is great. Super slick and users in the field can understand the app as well.

Great value for the capability of what you can do with the software.

I also love the software because it works in a logical way, and has the potential to help your office run more efficiently.

President

We are generally happy with the abilities and features.

payroll/ops

DataForma has been great for our company - easy to use.

Production Data Manager

Must pay for downloads/templates to be created, no templates to choose from.

Service Department Manager/VP

It has been a great experience. It has actually streamlined our side (Service) of the business and allows us to invoice quickly and get info to our customers in a timely manner.

Unable to load photos many times through the app on the phone. Difficulty when creating customers/companies with the new changes.

Sales Director 

We are sleekly, more efficient and uniformed. We are able to communicate with our customers effectively and in a timely manner all through Dataforma.

VP Service

Allowing me plan for the future and train away errors.

The "employee" portion seems to be the most difficult since we aren't using DF to do payroll, there are extra steps now.

Service Coordinator

It takes new users a long time to understand how to input new information correctly. The way things are broken apart-building, company, customer, etc is too much.

Estimator

Dataforma breaks down the business into modules which makes it easy for the users to get all the information they need to provide impeccable customer service.

Controller

Up until this past year I didn't really have too many complaints about the software. Now that Dataforma is trying to integrate accounting software, there are many issues.

Director of Business Developement

Their customer service is great and really work with you to make improvements. It may cost you, but they can get just about anything done.

Service Coordinator 

We have been able to capitalize on many more opportunities.

Leap vs Dataforma Comparison (2026)

Leap

Dataforma

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives