Sales Pipeline
Your sales pipeline shouldn't live in your inbox.
A visual, drag-and-drop pipeline for every lead from first call to signed contract. Tag the customer type. Attach the field evaluation. Generate the proposal. Track the win-rate. All without leaving the page.
Leads
Capture from web forms, email forwards, or manual entry. Tag by source, customer type, stage. Auto-assign to salesperson. Lead value, win probability, weighted forecast.
Field Evaluations
Mobile-friendly inspection forms. Photo capture during walk-through. Auto-populates proposal scope. PDF export for the customer.
Pipeline Analytics
Win-rate by salesperson, customer type, and quarter. Average time from lead to close. Conversion drop-off at every stage. Quarterly forecast.
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