Leap CRM
Filament

Ask questions about your Leap CRM data

Connect Leap CRM to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Leap CRM tracks your jobs, appointments, and customer interactions, but understanding which marketing channels bring in your most profitable customers or how service delivery speed affects retention requires connecting to your ad platforms and accounting software. Filament links Leap CRM to your marketing and financial tools so you can analyze customer acquisition costs, job profitability, and service performance without switching between platforms.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Leap CRM KPIs with Filament Analytics

Connect your Leap CRM account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Leap CRM metrics you can track in Filament:

Customer Records
Track customer acquisition and retention with contact details, account status, customer preferences, and custom fields. Build a kpi dashboard showing customer lifetime value and repeat service rates.
records:
customer_idcontact_detailsaccount_statuscustomer_preferencescustom_fieldsaddresses
Job Records
Analyze service delivery performance with job status, assignments, completion details, and job-related custom data. See which job types take longest to complete and which technicians close the most work.
records:
job_idjob_statusassigned_staffcompletion_datejob_typecustom_data
Job History
Track job lifecycle changes and status transitions with delete tracking. Understand how long jobs spend in each stage and where bottlenecks occur in your service workflow.
records:
job_idstatus_changeschange_timestampprevious_statusdelete_tracking
Appointment Records
Monitor scheduling efficiency with appointment dates, times, assigned staff, and appointment status. Calculate appointment utilization rates and technician productivity across your service area.
records:
appointment_idappointment_dateappointment_timeassigned_staffappointment_status
Customer History
Analyze customer engagement patterns with interaction logs and communication records. Identify which customers need follow-up and which are at risk of churning based on interaction frequency.
records:
customer_idinteraction_dateinteraction_typeinteraction_notescommunication_history
Custom Fields
Access business-specific data stored in custom fields across customers and jobs. Connect your unique business metrics to marketing and financial data for complete business analytics.
records:
field_namefield_valuefield_typeassociated_recordcustom_data
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Combine Leap CRM with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Leap CRM lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Leap CRM data gets even more powerful when combined with other tools:

Leap CRM
Google Ads

Leap CRM + Google Ads

Connect Leap CRM customer records with Google Ads campaign data to see which keywords and ad groups generate the most valuable service customers, not just the most clicks.

Leap CRM
Xero

Leap CRM + Xero

Connect Leap CRM job records with Xero invoices and payments to track which types of jobs generate the highest margins and how quickly customers pay after service completion.

Leap CRM
CallRail

Leap CRM + CallRail

Connect Leap CRM appointments with CallRail call tracking to see which marketing sources drive phone inquiries that convert to booked jobs and completed service.

Benefits of Filament's Leap CRM Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Leap CRM account

Connect your Leap CRM account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Leap CRM data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Leap CRM dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Leap CRM integration FAQ

Everything you need to know about connecting Leap CRM with Filament and getting the most out of your data.