Sales Pipeline
A Kanban-style pipeline tracks every lead and quoted job from first contact through won or lost, so no opportunity gets forgotten.
Why teams choose this
Visual pipeline stages
Drag a lead card between stages as a deal progresses toward close.
Linked to estimates
Pipeline cards connect directly to the customer's estimates and job history.
Follow-up visibility
See at a glance which quoted jobs have gone quiet and need a nudge.
Assignable to reps
Assign pipeline cards to specific sales reps or account managers.
How it works in practice
- A sales rep drags a $12,000 re-roof quote from 'Quoted' to 'Won' after the customer signs.
- A manager reviews stalled pipeline cards that haven't moved in over two weeks.
Frequently asked questions
It's built into the same CRM, so pipeline cards share data with customer and job records automatically.
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