A pipeline that matches your sales process
Track leads through the exact stages your team uses — new, inspected, quoted, signed, in production, paid. Drag and drop to update, and nothing falls through the cracks.
Every lead source in one place
Door knocking, referrals, website forms, and storm response all feed the same pipeline, so you can see which sources actually turn into revenue.
Built-in analytics and forecasting
Sales performance, revenue forecasts, close rates by rep, and team productivity — without exporting spreadsheets.
Multi-location and role-based access
Run multiple branches under one account with location-level permissions, so reps see their territory and owners see everything.
How It Works
- 1
Capture leads from door knocking, referrals, or your website.
- 2
Work them through your pipeline with notes, photos, and activity history.
- 3
Quote, schedule, invoice, and get paid — all from the same record.