Sales Pipeline
Quotes, jobs and customers on one board, so nothing stalls between the call and the sale.
Opportunities move through stages you control, on a board or in a table. Behind them sits a full record of every contact and company you work with — calls, texts, emails and quotes all attached to the person, not scattered across separate tools.
How it works
01/04
It gets a value
A lead becomes an opportunity worth something
The moment there is real work in it, the lead becomes an opportunity with a value, a service and an owner. Guesswork about what your month looks like stops here.
02/04
You see the stall
The board shows you where deals stop moving
Deals do not die of a no. They die of nine days of nothing. Time in stage is on the card, so the quiet ones are the visible ones.
03/04
The quote chases itself
A quote goes out and the follow-up runs without you
Sending the quote schedules the chase. You do not decide each morning who to nudge, and nothing goes cold because the week got busy.
04/04
It hands off
Won work lands in fulfillment on its own
This is the part a generic CRM does not do. Closing the deal creates the job, with the scope, the value and the whole conversation already attached. Nobody retypes the sale into a work order.
- Opportunity
- Repipe — 1830 Cedar St
- Value
- $8,400
- Owner
- Ray
- Source
- Google Ads
An illustrative example
What it does
Everything Sales Pipeline handles — built in, not bolted on.
- Customizable pipeline stages
- Kanban board view
- Table view with sorting and filtering
- Opportunity detail panels
- Activity tracking
- Drag-and-drop stage progression
- Contact & company records
What changes
What life looks like before and after.
- Before
Another login, another export, another guess.
AfterSee the entire sales pipeline at a glance
- Before
Manual work that should happen automatically.
AfterTrack deals from lead to close
- Before
Scattered across tools that don't share a record.
AfterIdentify bottlenecks in your sales process
- Before
Easy to drop when the day gets busy.
AfterSee pipeline value at a glance
When you'd use it
How operators put this to work.
- CRM
Tracking quotes and proposals
Quotes, jobs and customers on one board, so nothing stalls between the call and the sale.
- CRM
Forecasting monthly revenue
Quotes, jobs and customers on one board, so nothing stalls between the call and the sale.
- CRM
Catching stuck deals before they go cold
Quotes, jobs and customers on one board, so nothing stalls between the call and the sale.
More in CRM
Explore what else ships in this category.
Contact & Company Management
Every homeowner, property and company in one record, with calls, texts and jobs attached.
Appointment Scheduling
Estimates and installs booked onto your calendar, with reminders before the truck rolls.
Auto Engagements
Texts and emails that keep chasing the quote after you've moved on to the next job.
See every opportunity at a glance, with the full customer record sitting right behind it.