Sales & Opportunity Tracking
“Know exactly where every opportunity stands.”
Set up a pipeline tailored to the business so owners can see who is new, who needs follow-up, who has received an estimate or proposal, and who became a customer.
What's included
- A sales pipeline built around how you actually sell
- Clear stages: new, contacted, estimate sent, won, lost
- Drag-and-drop opportunity management
- Quote and proposal inquiry tracking
- See who needs a follow-up at a glance
How we set this up
We configure it around the way your business actually works — not a generic template.
Map your sales process
We learn how jobs move from first inquiry to closed work in your business.
Build the pipeline
We set up stages and fields that mirror your real process — not a generic template.
Track every opportunity
Each lead moves through the pipeline visibly, so you always know what needs attention.
What this gives you
Explore the other solutions
Capture every inquiry in one organized system instead of letting leads slip between calls, forms, and inboxes.
Learn moreReminders and workflows that keep opportunities warm without you remembering every step.
Learn moreOnline booking and one inbox for every conversation, so customers take the next step with less friction.
Learn moreA repeatable way to ask happy customers for reviews and keep feedback consistent over time.
Learn moreWe review what's actually happening in your system and help you decide what to address next.
Learn moreWant this set up for your business?
We set up the system around how you actually work — then help you use it. Start with a no-obligation conversation.