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Pipeline

Every lead knows where it stands. So does the customer.

Move leads through stages, send the right email automatically at each one, and give customers a live tracking page.

Pipeline Stages, Automatic Emails, and the Lead Tracker

Losing a job you quoted well because the follow-up fell through a crack is the most expensive kind of losing. The pipeline exists so that never depends on memory.

Stages that match how you work

Each form gets a pipeline — received, reviewed, quoted, scheduled, done, or whatever fits your trade. Moving a lead to a stage is one click, and the lead list shows exactly what's sitting where.

Emails that send themselves

Attach an email template to a stage and it goes out automatically when a lead lands there — "we got your request," "your quote is attached," "you're on the schedule." Connect your own Gmail or Outlook and the emails send as your business, from your address, not from a platform nobody recognizes.

The customer's tracker page

Every lead gets a private tracking link, the same idea as a parcel tracker: the customer sees which stage their request is in without calling you to ask. It's a small thing that reads as professionalism — and it cuts the "just checking in" interruptions on your busiest days.

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