

Leap CRM is a robust tool for managing customer relationships and business operations. But when paired with Supaboard.ai, its value multiplies through AI-powered insights and easy, code-free data exports.

Sriyanshu Mishra
Data Analyst
5 mins
Why Leap CRM is Popular
Leap CRM has carved out a niche for small and medium enterprises in niche industries like roofing and remodeling. Its key strengths include:
Flexible Workflows: Adapts to business processes without forcing rigid templates.
Detailed Reporting: Tracks leads, finances, and productivity metrics.
Seamless Integration: Integrates with tools like Angi and QuickBooks.
Automation: Automates follow-ups and tasks, boosting productivity.
These features make Leap CRM essential for growing businesses looking to streamline customer engagement and operations.
Supaboard.ai: Exporting Data from Leap CRM Has Never Been Simpler
Supaboard.ai enables seamless export of Leap CRM data. Businesses can easily export customer information, pipelines, communication logs, and more.
Integration Simplification: Connects to over 110 data sources, including Leap CRM, with no coding required.
Custom Views: Export filtered views based on specific criteria or business needs.
Real-Time Sync: Keeps data exports fresh and aligned with decision timelines.
Supaboard removes the technical complexity so teams can focus on analytics.
Leap CRM Data Transformation Using Supaboard's AI Analyst
Once Leap CRM data is imported, Supaboard's AI Analyst turns it into strategic insights.
Ask Questions Naturally: Use natural language like “What regions sell the most?” or “Who might churn?” and get instant visual responses.
Actionable Insights: Understand trends, identify risks, and get next-step recommendations.
Custom Dashboards: Build shareable dashboards tailored to team needs and KPIs.
Real-Life Case Studies: Benefit of Processing Leap CRM Data
Improvement in Customer Retention: A roofing company reduced churn by 20% after identifying patterns and executing personalized follow-ups using Leap CRM data.
Source: SelectHubSimplifying Sales Processes: A construction firm visualized pipelines and used automation for follow-ups, increasing conversion rates by 15%.
Source: Leap To DigitalEnhanced Financial Reporting: One business paired Leap CRM with QuickBooks to track P&L across projects, identifying key cost savings.
Source: Leap To Digital
Conclusion
Whether improving retention, optimizing sales, or gaining financial visibility, Supaboard.ai makes it possible to act smarter and faster.
Ready to unlock the full potential of your Leap CRM data? Start today with Supaboard.ai and upgrade your operations with intelligent decision-making!