Know where it stands.Know what comes next.
Organise new enquiries, contacted prospects, quotes and bookings by their current status. Find the work that still needs a response.
See the detail in context ↓Start the conversation.
Review the property and contact Jordan about the requested inspection.
Customer is arranging access with the selling agent.
Fictional business and sample data. Explore the idea here; configure your business in your workspace.
Here’s where it
makes a difference.
A quote sent last week should not look like a brand-new enquiry. Update its status and record the follow-up so the next person sees the actual conversation.
Lead pipeline,
with a clear next step.
Capture a website enquiry or add a lead received by phone.
Keep the status current as you contact the customer, prepare a quote and agree the work.
Review open opportunities and return to the customer record to take the next action.
The detail that matters.
Pipeline totals reflect recorded statuses. They do not infer a sale from a website visit or replace an accounting ledger.
More room for the
business you want to build.
Bring your services, your questions and your ambitions. We’ll bring the platform.