Streamlined CRM Communication

3CX Leap CRM Integration

Close more remodeling jobs with Aatrox’s 3CX Leap CRM integration, connecting Leap’s powerful home improvement platform with seamless calls to turn leads into signed contracts faster and keep homeowners delighted.

Get Started with Leap CRM Integration


    Details on CRM Integration

    About Leap CRM

    Leap CRM is the industry-leading digital sales and job management platform built specifically for home improvement contractors, including remodeling companies, roofers, and exterior specialists. Trusted by thousands of businesses, Leap handles everything from lead intake and digital estimates to proposals, e-signatures, material ordering, production scheduling, subcontractor portals, homeowner updates, and payments, all in one mobile-friendly app. With deep integrations like QuickBooks, SRS Roof Hub, EagleView, Angi, and CompanyCam, Leap eliminates paperwork, reduces admin, and helps contractors close deals on the spot. Its customizable workflows, offline access, and free Leap Pay financing make it the go-to tool for remodeling firms looking to scale efficiently.

    Why Integrate Leap CRM with 3CX?

    Imagine a homeowner calling about a remodel, and before you answer, their lead details, estimate history, photos, and signed proposals instantly appear in Leap. That’s the game-changing power of 3CX Leap CRM integration. It connects Leap’s remodeling-focused platform to 3CX’s reliable VoIP, giving your team real-time context during every call. No more “I’ll check and call you back”, just on-the-spot quoting, faster approvals, and more jobs won.

    Instant Project Context:

    See leads, estimates, contracts, and photos the moment the phone rings.

    On-the-Spot Closing:

    Open estimates/proposals during calls and get e-signatures immediately.

    Automatic Logging:

    Every call logged as an activity in Leap, no manual entry.

    Perfect for Remodelers:

    Works seamlessly with subcontractor portals, material orders, and homeowner updates.

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    How Aatrox Makes It Happen

    At Aatrox Communications, we’re remodeling tech specialists. We deliver custom Local (hosted locally) Leap CRM integration with 3CX, supporting secure on-premise or cloud setups. Our team handles API configuration, field mapping, estimate linking, and testing, so your calls and Leap work as one powerful system. We’ve integrated Leap for dozens of contractors, you’re in expert hands.

    Here’s how we do it:

    Map your Leap estimates, proposals, jobs, and portals to 3CX events.

    Configure secure API connections with OAuth2.

    Set up call pop, automatic activity logging, and proposal triggers.

    Test live with your team and provide ongoing Aussie-based support.

    CRM Features

    Features of 3CX Leap CRM Integration

    Contact Synchronization:

    Auto-sync Leap leads and homeowners with 3CX, caller name + project instantly displayed.

    Contact Lookup:

    Search Leap by mobile/landline, see estimate history and photos before answering.

    Call Pop:

    One-click to open the exact lead, estimate, or job in Leap.

    Call Journaling:

    Automatically log answered/missed calls as activities on the lead or job.

    Chat Journaling:

    SMS/WhatsApp/Facebook messages pushed into Leap client notes.

    Click to Call:

    Dial straight from Leap estimates, proposals, or homeowner portals.

    Call Recording:

    Recordings auto-attached to the Leap job (where supported).

    AI Transcription and Summarization:

    AI transcribes and summarises calls, posted into Leap job notes. AI transcription and summarization available exclusively with an Enterprise 3CX license.

    *AI transcription and summarization available exclusively with an Enterprise 3CX license.

    3CX Leap CRM integration in action

    Watch the 3CX Leap CRM integration in action, see instant call pop, estimate lookup, proposal sharing, and automatic logging in under 90 seconds.

    Case Study

    Closing 40% More Remodeling Jobs for a Family-Owned Contractor

    A family-owned remodeling company was losing deals because estimators couldn’t access proposals or measurements during customer calls. Aatrox deployed a full 3CX Leap CRM integration with custom on-premise hosting. Results in the first 6 months:

    • 40% increase in on-call contract signings
    • 5 hours saved per week on admin and call-backs
    • $120,000 in additional revenue from faster quoting
    • All calls and homeowner updates logged automatically

    They now close deals from the first call, no follow-up delays, no lost momentum.

    Explore More 3CX CRM Integrations

    Ready for more time-saving connections? Aatrox delivers powerful 3CX integrations including:

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    Get Started with Aatrox

    Ready to turn every phone call into a booked job with 3CX Leap integration?

    Contact Aatrox Communications today, most integrations live in under a week.

    FAQs

    Frequently Asked Questions

    A real-time connection that brings Leap lead/estimate/job data into 3CX and logs every call back into Leap automatically.

    Yes, works with all Leap plans (Essential/Team) and unlimited users.

    Absolutely, click the job during the call and generate/send e-sign proposals instantly.

    100%, fully mobile on iOS/Android tablets and phones, just like Leap.

    Yes, Aatrox offers secure on-premise 3CX with full cloud Leap connectivity.

    Yes, we set up webhooks so missed calls automatically send your “We Missed You” SMS template.

    Get Your 3cx License Now!