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Home Improvement Integration

AI Phone Coverage For Your Leap CRM Pipeline

Marlie AI answers homeowner calls, qualifies the project, books in-home estimates, and pushes new opportunities into Leap CRM — so your sales reps walk into a packed estimate calendar.

A 24/7 phone front-line for contractors running on Leap CRM

A 24/7 phone front-line for contractors running on Leap CRM

Leap CRM is built for home improvement contractors who live and die by the in-home estimate. The fight is at the top of the funnel — homeowners call multiple contractors, and the one who books the estimate first usually wins the job.

Marlie AI puts your shop first in line. Inbound homeowner calls are answered, qualified on project, scope, and timeline, and an in-home estimate is booked into your reps' calendars. New opportunities flow into Leap CRM with the project context attached so your reps walk into every appointment ready to sell.

What You Get with Marlie + Leap CRM

Everything you need to connect your phone calls with Leap CRM — fully automated, zero manual work.

Homeowner Qualification

Marlie qualifies homeowners on project type, scope, timeline, and decision-makers before booking an estimate.

In-Home Estimate Booking

Qualified leads are booked into an in-home estimate slot directly from the call, mapped to your reps' calendars.

Opportunity Creation

Every qualified call creates a new opportunity in Leap CRM with project, scope, and source attribution.

After-Hours Coverage

Evenings and weekends are fully covered — exactly when most homeowners shop contractors — so leads never reach voicemail.

Project Notes

Marlie captures project details, photos requested, and homeowner preferences so reps walk into the estimate fully briefed.

Webhook & Zap Sync

New opportunities, estimates, and homeowner notes push into Leap CRM through Zapier or webhook flows so your pipeline stays current.

How It Works

Get up and running with Leap CRM in minutes — no coding required.

1

Connect Leap CRM

Wire Marlie up to Leap CRM via Zapier or a webhook flow. Map opportunity fields, project types, and estimate calendars.

2

Define Qualification Flow

Configure how Marlie qualifies homeowners — project, scope, timeline, decision-maker — and which estimate slots to offer.

3

Marlie Answers Homeowner Calls

Inbound calls are answered 24/7. Marlie qualifies the project, books the in-home estimate, and captures the full brief.

4

Leap CRM Stays Current

New opportunities, estimates, and homeowner notes flow into Leap CRM so your reps pick up where Marlie left off.

Built for Real Scenarios

See how businesses use Marlie + Leap CRM to capture more leads and streamline operations.

Roofing & Exterior Contractors

Scenario

A roofing company runs ads after a storm and gets a flood of homeowner calls their reps can't answer.

Outcome

Marlie qualifies each homeowner, books in-home estimates around the reps' availability, and pushes opportunities into Leap CRM with storm context attached.

Remodeling & Kitchen-Bath

Scenario

A remodeling shop wants every homeowner inquiry qualified and only serious projects on the rep's calendar.

Outcome

Marlie qualifies project, scope, and budget range, books only qualified leads into estimates, and creates opportunities in Leap CRM with rep notes.

Solar & HVAC Sales Teams

Scenario

A high-ticket sales team needs after-hours capture so leads from evening ads don't go cold by morning.

Outcome

Marlie answers off-hours calls, qualifies the homeowner, books a next-day estimate, and creates the opportunity in Leap CRM overnight.

Frequently Asked Questions

Common questions about the Marlie AI + Leap CRM integration.

Does Leap CRM have a public API?

Leap CRM does not currently publish a public REST API. Marlie integrates through Zapier, webhooks, and CSV-friendly flows so opportunities, estimates, and homeowner notes still land in Leap CRM without manual entry.

Can Marlie book in-home estimates on the right rep's calendar?

Yes. You configure rep territories and calendar availability in the Marlie dashboard, and Marlie books the estimate to the right rep based on project type and zip code.

Will Marlie qualify homeowners properly before booking?

Yes. You configure the qualifying questions — project, scope, timeline, decision-maker present — and Marlie runs them on every call before booking the estimate.

Can Marlie capture project photos or measurements?

Marlie can request project photos via SMS during the call and route them to the rep ahead of the estimate, but final measurements stay with the rep on-site.

What happens if the homeowner wants to talk to a rep right away?

Marlie can transfer to your sales line during open hours or capture a callback request after-hours and notify the on-call rep.

Are call recordings stored in Leap CRM?

Transcripts and summaries flow into Leap CRM via your automation flow. Full recordings stay in Marlie and are linked from the opportunity record.

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What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
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    Marlie AI + Leap CRM Integration | AI Phone Agent For Home Improvement Contractors