Unlimited pipelines
Build a separate pipeline for each service line or job type.
Pipelines & Opportunities • 03
Where every job stands, from first call to paid, tracked the way your business actually sells instead of a generic template.
One sales process doesn't fit every kind of job you sell.
Build a separate pipeline for each service line or job type.
Roofing quotes and maintenance calls don't get mixed together.
How this fits your business
Nobody uses everything on this list. What gets turned on for you depends on what your business actually needs, and it is covered by a single monthly plan instead of being billed line by line.
This is one piece of the Pipelines & Opportunities suite. If it would fix a real problem in your business, ask and we will talk about turning it on. Everything here connects to the same system, so it works alongside the other tools you already use, not in a separate silo.
Related services in the same suite
Drag-and-drop stage management
Move a deal forward by dragging it to the next stage.
View serviceOpportunity value tracking
Every deal carries a dollar value that rolls up automatically.
View serviceWon / lost / abandoned tracking
Every closed deal is marked as won, lost, or abandoned, with a reason.
View serviceWant this turned on for your business?
In 15 minutes, we review your current setup and point out the leaks where money is falling through the cracks. Free, no pitch.