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Case studies

LEAP

Client
LEAP
Industry
ERP & CRM software
Timeframe
Since 2022
Role
Lead software engineer and product owner

TL;DRWe lead engineering and product on LEAP, an ERP and CRM platform for agencies and consultancies. It takes a firm from the first lead to a paid invoice in one system and shows what each project earns while the work is still running.

LEAP is an ERP and CRM platform for agencies and consultancies that bill by project, deliverable, or role. Leads, projects, staffing, timesheets, invoices, and forecasts live in one system.

Michal Magula, Founder & CEO ·

www.leap-erp.com
LEAP website with the product dashboard for agencies and consultancies
One system from lead to paid invoice, for firms that bill by project, deliverable, or role
LEAP business plan with monthly revenue, forecasted revenue, costs, and net profit margin
The business plan compares revenue with the forecast and costs, month by month
LEAP sales pipeline board with deals grouped by stage and value
The pipeline shows every deal by stage, value, and owner
01

The challenge

Agencies and consultancies usually run on a CRM, a project tool, a timesheet app, an invoicing tool, and a spreadsheet that holds it all together. Hours slip between delivery and billing, and nobody knows whether a project made money until the month is closed.

02

The solution

LEAP connects the whole path: leads and pipeline, quotes, projects, staff allocations, timesheets and worklogs, costs, invoices, forecasts, and a business plan. Logged work flows straight into billing, and every project shows its margin and risks while it runs. We lead the product and its engineering. We shape the roadmap and turn it into clear requirements, and we designed the platform and keep building it with the development team, from the API to the interface.

Key features

  • •Lead management and sales pipeline
  • •Quotes that become projects and invoices
  • •Staff assignment and allocations
  • •Timesheets and worklogs with approvals
  • •Invoicing tied to logged work
  • •Forecasts and business plan
  • •Dashboard of delivery and revenue risks
  • •Role-based access and audit-ready records

Technology stack

ReactTypeScript

By the numbers

10
Connected modules
From lead management to the business plan
1
System from lead to paid invoice
Sales, delivery, and finance on the same data
4+
Years on the product
We've worked on LEAP since 2022