Pipeline Visibility You Can Act On
Give owners and managers a clear view of lead and proposal movement, plus upcoming decisions.
- Opportunity status at a glance
- Win-rate trend visibility
- Open estimate visibility
- Outstanding balance awareness
Keep every lead, callback, site visit, estimate, and follow-up in one place so your team always knows who to contact next and what has already been promised.
Keep contact details, company info, and call history in one shared record.
See lead and proposal progress from first inquiry to signed work inside your clients and estimates workflow.
Track multiple jobsites per client with access notes and project history.
See proposals, estimates, projects, and invoices tied to each client record.
See proposal activity, revenue context, and recent account movement so follow-up is driven by facts.
Start an estimate directly from the client record while context is fresh, then move into delivery once work is won.
A practical rhythm for construction sales: capture leads, follow up on time, and keep delivery history tied to the same client.
Create one lead record with contact details and jobsite context so everyone starts from the same facts.
Track who needs a callback, who needs a site visit, and who is waiting on a proposal so no serious lead is forgotten.
Move from lead to estimate without re-entering client details, then track proposal and decision activity in the same timeline.
When work is sold, project and invoice history stay connected to the same client so your team has full account context.
Give owners and managers a clear view of lead and proposal movement, plus upcoming decisions.
Track multiple locations per client so site-specific history and logistics are easy to find before dispatch.
Keep sales and operations aligned by showing the full work history tied to each client.
Take action while context is fresh: start an estimate directly from the client record and keep the sales handoff moving.
Data flows through the platform. Here's where this feature fits.
Client → Estimates
Build estimates with full client context and keep each revision tied to the right account.
Client → Projects
Once work is sold, the same client record carries into project execution without re-entry.
Client → Invoices
Billing and payment history stay connected to the customer record for cleaner collections.
Client Timeline → Follow-Up Decisions
Calls, notes, estimates, and proposal activity stay in one timeline so your next action is always clear.
7-day free trial. No credit card required. Pick your trade and start estimating.
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