Pipelines
Know where every job stands.
Drag-and-drop pipelines show what is new, quoted, booked and won, with the value and the next step on every deal.
Sales pipeline$38,900 open
New lead
$12,400
Ray B.Quote form
Tom S.Missed call
Nina K.Facebook ad
Quoted
$17,700
Lisa M.$4,200
Grant H.$13,500
Booked
$8,800
Marcus J.Tue 1 PM
Kayla P.Sat 10 AM
Stages that match how you sell
Set up the steps your business actually uses, from first call to paid invoice.
Value on every deal
See how much money is sitting in each stage, and which deals need attention.
Moves on its own
Deals can move automatically when a quote is sent, an appointment is booked or an invoice is paid.
Tasks and reminders
Never forget a follow-up. Tasks show up on the deal and on your phone.
No more lost quotes.
A quote that never gets a follow-up is money left on the table. Pipelines show every open quote and remind you when it is time to check in.
- Automatic follow-upTexts and emails when a quote goes quiet
- Multiple pipelinesSeparate sales, service and repeat work
- Won and lost reportingSee your close rate by lead source
- Works from your phoneUpdate a deal from the job site
Your whole business, one inbox.
Log in now, or let us walk you through what's new.