LEAP OS · Business Operating System

LEAP OS

One platform. Six tools you can finally retire.

CRM, invoicing, scheduling, e-signatures, payments, reporting — under one roof, sharing one database, with every contact and call already linked to the right deal.

Or book a discovery call
30 days free Cancel anytime From $97/mo
Welcome back, JordanTuesday, May 12 · 9:14 AM
JM
Total Contacts
947
+12%vs last month
Pipeline Value
$127,500
+18%vs last month
Outstanding
$8,240
−5%vs last month
Pending Signatures
3
±0vs last month

Recent Contacts

RP
Riverbend Plumbing
Mark Reilly · added 2h ago
Won
AM
Acme Manufacturing
Sarah Chen · added 5h ago
Proposal
SD
South Shore Dental
Dr. Patel · added yesterday
Discovery
NP
North Park HVAC
Jen Alvarez · added yesterday
Won
LE
Lakefront Electric
Tom Brennan · added 2d ago
New

Deal Pipeline

Discovery$28,000 · 14 deals
Proposal$56,000 · 9 deals
Negotiation$31,000 · 4 deals
Won (mo)$84,200 · 12 deals

Quick Actions

Today's Schedule

9:00AM
Riverbend Plumbing — discovery call
Phone · Mark Reilly · 30 min
11:30AM
Acme Mfg — proposal walkthrough
Zoom · Sarah Chen + 2 · 45 min
2:00PM
South Shore Dental — site visit
Onsite · 412 Birch Ln · 1 hr
4:30PM
North Park HVAC — contract sign
DocuSign sent · awaiting · 15 min

AI Receptionist

Riverbend Plumbing
(269) 555-0142 · 14m ago
Booked3:24
Mike Chen
(231) 555-0287 · 38m ago
Qualified2:11
Unknown caller
(517) 555-0419 · 1h ago
Voicemail0:42
South Shore Dental
(269) 555-0664 · 2h ago
Transferred1:18
New Lead — furnace replace
(616) 555-0951 · 3h ago
Booked4:02

Revenue TrendLast 6 months

DecJanFebMarAprMay
YoY change
+44.8%

Before any of this matters, the question is what your tool stack is actually costing you. Most owners don't know — they see a list of $39 and $79 and $149 monthly subscriptions and assume each is small. But the real cost isn't the line items. It's the seven different logins, the data that doesn't sync, and the half-hour every morning your team spends stitching the systems together. That's the leak.

The cost of tool sprawl

You're not paying for tools. You're paying for the seams.

Six SaaS tools, six logins, six places where data goes to die. The subscriptions are the small number. The hidden cost is what your team spends keeping the stack stitched together by hand.

6–10tools
Average SMB stack
A typical SMB pays for a CRM, invoicing, scheduling, email marketing, project management, help desk, e-sign, and at least one analytics tool — none of them natively integrated.
$2.4K/yr
Per-employee SaaS cost
Each employee needs access to multiple tools, each with its own per-seat pricing. For a 5-person team, that's $12,000+ per year on subscriptions alone — before counting the time cost.
13hrs/wk
Lost to manual work
Copy-pasting between tools, manual data entry, chasing status updates. The average knowledge worker burns 13 hours a week on busywork the system should be doing.
3.5xROI
Year-1 consolidation
Replacing 6+ disconnected tools with LEAP OS typically returns 3-5x its annual cost in year one — through cancelled subscriptions, recovered hours, and fewer leads lost between systems.

Six tabs. Six bills. One operating system.

So how much is your specific stack costing you? Drop your team size, the number of SaaS tools you're paying for, and the average monthly cost. The number it spits out is the conservative case — what you're spending right now on subscriptions alone, before counting the hours your team loses moving data between tools.

Your math, your stack

What your tool stack is costing you right now.

Three sliders. Conservative defaults. The annual subscription bill walking out of your business — vs. one LEAP OS Growth seat.

Your stack

Team size
5 people
Headcount with seats across your SaaS tools.
SaaS tools you pay for
7 tools
CRM, invoicing, scheduling, email, e-sign, project mgmt, etc.
Avg cost / tool / seat / mo
$32/mo
Industry blend across SMB SaaS. Use $32 if unsure.

Annual stack vs LEAP OS

Current SaaS spend / yr $13,440
LEAP OS Growth / yr $3,444
Year-1 subscription savings
$9,996
Subscription delta only — before adding the recovered hours from one logged-in workspace instead of seven.
Current stack
$13.4K
LEAP OS
$3.4K
How LEAP OS pricing works. Essentials $97/mo + $12/seat · Growth $197/mo + $18/seat · Scale $297/mo + $22/seat. Above is the Growth tier on your team size — the most-popular configuration.
Everything in one place

Six capabilities that retire your stack.

Not bolted-on integrations. Not a Zapier middleman. Six core capabilities sharing one database, one calendar, one set of contacts.

Sell & close
CRM pipeline, contact management, deal tracking, contracts with e-signatures, invoicing — first touch to final payment in one flow.
Schedule & coordinate
Shared calendars, appointment booking, task and project boards. Your team sees who's doing what, when — without paying for a separate tool to track it.
Invoice & get paid
Stripe-powered invoices, automatic reminders, branded receipts, revenue reporting. No more chasing checks or juggling spreadsheets.
Communicate
Built-in client messaging, email marketing campaigns, help desk. Every conversation lands in one thread, not scattered across email, Slack, and SMS.
AI-powered intelligence
Claude-powered assistant in every module. Drafts emails, summarizes deals, generates reports, answers questions about your own data in plain English.
Report & optimize
Real-time analytics across every module — pipeline health, revenue trends, team utilization, custom dashboards. Know exactly where to focus next.

Capabilities are nouns. Screens are verbs. Here's what those six capabilities actually look like inside the platform — running a sample workspace for Acme HVAC. The pipeline. The invoice. The contract list. The week ahead. The AI assistant pulling answers out of your own data. This is what your team logs into every morning.

Inside the platform

Five pages, one workspace. Same data everywhere.

Acme HVAC is running on the Growth tier. Same contacts, same pipeline, same calendar across every screen — no syncing, no copy-paste.

LEAPcrm · Pipeline
Q2 deals — 4 stages
$127.5k · 23 active
Discovery 5
Riverbend Plumb.$8.2k
SoCal Roofing$12k
Park & Co.$5.4k
Proposal 7
Acme Mfg.$22k
South Shore$14k
Bay Realty$9.8k
Negotiation 4
Westwood Eng.$18k
Henderson Ind.$13k
Won 7
North Park HVAC$31k
Coastal Dental$26k
Bayview Auto$17k
Drag-and-drop stagesWon this month: $84.2k
LEAPpay · Invoice
INV-2148 — North Park HVAC
Due May 15
Acme HVACTo: North Park HVAC
INVOICE2148
System replacement (3-ton)$4,800
Labor — install + commissioning$1,650
Smart thermostat add-on$310
Permits + disposal$240
Total due$7,000
Status
Sent · Awaiting
Stripe link
✓ Active
Reminders
2 scheduled
Send reminder →
Powered by Stripe · ACH or cardAvg pay time: 4.2 days
LEAPsign · Contracts
All contracts — Q2
17 sent · 14 signed
Acme ManufacturingService agreement v3$22,000May 8Signed
South Shore DentalMaintenance retainer$1,400/moMay 7Signed
Westwood EngineeringInstall + commissioning$18,000May 6Sent
Bay Realty GroupService contract — annual$9,800May 5Sent
Henderson IndustriesSystem replacement$13,000May 3Draft
Park & Co. PropertiesQuarterly maintenance$5,400Apr 30Expired
E-signatures includedAuto-linked to CRM deals
LEAPcal · Schedule
Week of May 12
8 jobs · 3 calls
 
Mon12
Tue13
Wed14
Thu15
Fri16
9a
Riverbend job9–11
Acme install9–1
Discovery — Bay9:30
11a
SoCal estimate11–12
North Park f/u11–11:30
2p
Westwood call2–2:30
Coastal commiss.2–5
Henderson tour2–3
4p
Park & Co. q/c4–4:30
Bayview close4–5
Field crew + office, one calendarBooked from Receptionist
LEAPai · Assistant
Ask anything about your business data
Powered by Claude
Which proposals are sitting longer than 7 days without a response?
Three are past the 7-day mark:
Acme Manufacturing$22k · 9 days
Bay Realty Group$9.8k · 8 days
South Shore Dental$14k · 7 days
Want me to draft follow-up emails for all three? I'll match the tone you used last time and reference the original proposal date.
Yes — and remind me about Henderson next Tuesday since the contract is still in draft.
Done. Three follow-ups drafted (in your inbox under "AI drafts"). Reminder set for Tue May 21, 9am, linked to the Henderson Industries deal.
Acme HVAC workspace Type a question…
Reads your CRM, invoices, calendar, contractsNever sees data outside your workspace

Twelve modules. One database. The dashboard above is Growth-tier — eight of the twelve are live. Below is the full set, with what each module replaces in the typical SMB stack. Filter by what you actually do every day.

Twelve modules · one workspace

The full stack — all under one login.

Twelve modules sharing one database. Filter by category to see how each one earns its place — and what it lets you cancel.

LEAPcrm
Sell
CRM & pipeline
ReplacesHubSpot · Pipedrive · Copper
  • Visual deal pipeline, drag-and-drop stages
  • Contact & company management with custom fields
  • Activity timeline for every contact interaction
LEAPsign
Sell
Contracts & e-sign
ReplacesDocuSign · HelloSign · PandaDoc
  • Create and send contracts from templates
  • Legally binding e-signatures, audit trail
  • Auto-link signed contracts to CRM deals
LEAPpay
Sell
Invoicing & payments
ReplacesQuickBooks Online · FreshBooks · Wave
  • Professional invoices with Stripe checkout
  • Automatic payment reminders & receipts
  • Revenue tracking and payment history
LEAPcal
Schedule
Scheduling & calendar
ReplacesCalendly · Acuity · Square Appointments
  • Shared team calendar with availability views
  • Client-facing booking links per team member
  • Automatic reminders & rescheduling
LEAPtask
Schedule
Tasks & projects
ReplacesAsana · Monday · ClickUp
  • Kanban and list views for project work
  • Task assignments, due dates, dependencies
  • Link tasks to deals, contacts, and invoices
LEAPchat
Communicate
Client messaging
ReplacesIntercom · Front · TextLine
  • Real-time messaging with clients in-platform
  • Threaded conversations linked to deals
  • File sharing and read receipts
LEAPmail
Communicate
Email marketing
ReplacesMailchimp · Constant Contact · ActiveCampaign
  • Visual email builder with templates
  • Segmented contact lists from CRM data
  • Open/click tracking + campaign analytics
LEAPdesk
Communicate
Help desk
ReplacesZendesk · HelpScout · Freshdesk
  • Ticketing system for client support
  • Conversations linked to CRM contacts
  • SLA tracking and escalation rules
LEAPform
Build
Forms & intake
ReplacesTypeform · JotForm · Google Forms
  • Drag-and-drop form builder
  • Submissions auto-create CRM contacts
  • Embed on any website or share via link
LEAPsite
Build
Website builder
ReplacesSquarespace · Wix · Webflow (basic)
  • Simple page builder for landing pages
  • Connected to CRM forms and booking links
  • Custom domain support
LEAPai
Intel
AI assistant
ReplacesChatGPT Team · Bardeen · Manual lookups
  • Claude-powered assistant across all modules
  • Drafts emails, proposals, and follow-ups
  • Queries your business data in plain English
LEAPreport
Intel
Analytics & reports
ReplacesHubSpot Reports · Looker Studio · Tableau (lite)
  • Pipeline health, win rate, revenue dashboards
  • Team performance tracking
  • Custom reports with export capability

Most of this isn't unique to LEAP — it's the bar. What separates a real business OS from a stitched-together SaaS stack, a single-purpose CRM, or an enterprise platform built for the Fortune 500 is whether it actually fits how a 3-to-50 person business operates. Here's how we stack against the four other ways businesses try to solve this.

Side by side

Stitched stack. HubSpot. Salesforce. Or this.

Four ways an SMB runs the back office. Three of them either don't go deep enough, charge enterprise rates for an enterprise scope, or leave you stitching seven tools together. We built LEAP OS as the option that actually fits.

 
DIY SaaS stack
HubSpot Starter
Salesforce
LEAP OS
All modules in one DB
CRM only
Add-on cost
Native invoicing & payments
Through partner
AI assistant on your data
Limited
Enterprise tier
Setup time to live
Weeks–months
1–2 weeks
2–6 months
Same day
Native handoff to AI receptionist
Built for 3–50 person businesses
Sometimes
Per-team cost / yr (5 seats)
~$12K subs
$1.6K – 6K
$8K – 25K
$3.4K
Long-term contracts
Per tool
Annual lock-in
Multi-year typical
Month-to-month
Who fixes it when it breaks
7 vendors, you
Support tier
Account team
Direct, fast
The honest read: A stitched stack is fine if you have a tech-savvy ops person and don't mind 7 logins. HubSpot's a great fit if all you need is a CRM. Salesforce earns its price tag once you're past 50 seats with custom workflows. LEAP OS is for the 3–50 person business that wants the seven tools to be one tool — without writing a check to Fortune 500 software.
How it works

Up and running the same day.

No implementation consultants, no 6-month migration project. Pick a tier, log in, import your contacts. Most teams are operational by lunch.

01
Pick a tier
Essentials, Growth, or Scale. Based on what you actually need today — every tier includes everything in the tiers below.
02
Import & configure
Bring contacts in via CSV or API, set your pipeline stages, customize invoice templates, invite the team. ~30 minutes.
03
Go live
Start using your CRM, sending invoices, booking appointments, messaging clients — all from one dashboard. Same day.
04
Scale up
Upgrade tiers, add seats, plug in LEAP Receptionist or Workflows. Your data carries forward — zero migration, zero disruption.

Simple, transparent pricing. No hidden fees, no long-term contracts on monthly plans. Three tiers, twelve modules. Every tier includes everything in the tiers below. Annual billing gives you two months free — and you can cancel anytime.

Pricing

Start lean. Scale when ready.

Every tier includes all modules from the tiers below it. Start with Essentials and upgrade as your team grows — no data migration, no disruption.

Essentials
$97/mo
+ $12/seat/mo · 30 days free
4 modules · LEAPcrm, LEAPsign, LEAPpay, LEAPai
  • CRM, e-sign, invoicing, AI assistant
  • Unlimited contacts & deals
  • Stripe-powered payments included
  • Mobile-ready dashboard
Scale
$297/mo
+ $22/seat/mo · 30 days free
12 modules · everything in Growth + LEAPtask, LEAPform, LEAPsite, LEAPdesk
  • Everything in Growth, plus
  • Tasks & project management
  • Intake forms & landing pages
  • Help desk with SLA tracking
  • Priority support
Annual billing
Switch to annual at any time and get two months free on every tier. No price hike on add-on seats.
Bundle with Receptionist
The LEAP Launch bundle pairs OS Essentials with AI Receptionist Voice for $497/mo — $47/mo less than standalone. Native handoff: calls become CRM activities, appointments land on your calendar. See Launch →

The questions every owner asks before they sign. Upgrades. Seats. Integrations. Data security. Asked and answered before you have to email us.

FAQ

Questions & answers.

Yes — upgrading tiers is instant. All your data carries forward. You simply gain access to the additional modules in the higher tier. No migration, no disruption.
There's no cap on team members. Each additional seat is billed monthly at your tier's seat rate. You can assign role-based access (Sales, Finance, Marketing, Operations, Support) so each team member only sees what they need.
LEAP OS is designed to replace your disconnected tools, not add to them. It natively handles CRM, invoicing, scheduling, email, tasks, forms, and more. For external integrations, the AI assistant and webhooks can connect to other systems as needed.
Yes. LEAP OS is built on Supabase (Postgres) with Row Level Security — your data is isolated per organization at the database level. All communication is encrypted in transit. The platform is built by a CISSP-credentialed team.
LEAP Receptionist is available as an add-on to any tier, or as part of a bundle. It integrates natively — calls are logged, appointments are booked onto your LEAPcal calendar, and transcripts appear in your CRM timeline.
No long-term contracts on monthly plans. Annual billing gives you two months free. You can cancel anytime — results should keep you, not paperwork.
Ready to consolidate?

One platform. Same day.

See LEAP OS in action — your workspace is provisioned in seconds. 30 days free, no credit card required, cancel anytime.

or book a discovery call
Phone(269) 421-2995 Emailhello@leaptosolutions.com SetupSame day
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