Lead Pipeline
A visual representation of every lead moving through stages from new to booked to paid.
A lead pipeline is a visual staging system that shows every active lead and where it stands in the sales process, typically moving from new lead to contacted to estimate scheduled to proposal sent to booked to paid. For trade businesses, a pipeline makes it immediately visible which jobs need attention and which are moving forward, replacing the mental tracking that owners do in their heads. Our CRM pipelines are customized to a trade business's actual workflow, separating emergency service from scheduled estimates so the owner can see both flows at a glance and act on the ones that are stalling.
See how we put this into practice for your trade business.
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No pitch. We map how work flows through your business and show you where it leaks, whether we work together or not.