Every Quote You Sent. And What Happened To It.
One board showing every open deal and where it stands, from new lead to quote sent to won. You stop wondering which quotes are still alive and start closing the ones that are.
You sent nine quotes this month. You could not tell me which ones the customer already opened, which ones need a follow-up today, or how much money is sitting in the pile.
See The Whole Board
Drag deals between stages. One screen tells you what's live and what's stalled.
Know Who Opened It
See which quotes were viewed and which are sitting unread. Follow up the right ones.
Know What It's Worth
Dollar value per stage, so you know what's coming before it lands.
Nothing Goes Quiet
Deals that have gone cold surface instead of disappearing in your inbox.
How It Works
Every quote enters the pipeline
Sent quotes become deals with a stage, an amount, and a date - not a vague sense that you owe somebody a number.
You see what to chase today
Open quotes, who has gone quiet, and what is close to signing, sorted so the highest-value follow-up is obvious.
Follow-up runs automatically
Quotes with no response get nudged on a schedule, so deals stop dying in silence.
Questions Contractors Ask
How is this different from the CRM?
The CRM is the full history of a customer. The pipeline is your week: what is open, what is stale, and what closes if you make one call.
What does it change about how I work?
You stop starting each week guessing. The list of open money is in front of you instead of in your head.
Does it track why I lose jobs?
Yes, lost deals get a reason, which is how you find out whether it is price or response time costing you work.
What is the fastest revenue win in here?
Working the quotes that were never followed up. That work is already sold; it just went quiet.
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