All feature demos

Leads & CRM

Every enquiry in one pipeline. Move a lead from new to quoted to won, log a call, and watch the pipeline value and the conversion rate move with it.

This is a live demo on throwaway data — nothing you do here is saved, and it all resets when you reload.

Move a lead to Quoted and watch the pipeline value change.

Triangle Air & Heat — Leads & pipeline

In the pipeline
$10,610.00

Open leads only

Won
$2,750.00

Booked work

Close rate
50%

Won ÷ decided

Going cold
2

Open, 7+ days quiet

Terrence Brooks, Ruben Alvarez have been sitting for a week. $2,390.00 of work nobody has called back. Log a call on one and watch it drop off this list.

Filter

Pipeline — 8 leads

  • New

    2

  • Contacted

    2

  • Quoted

    2

  • Won

    1

  • Lost

    1

Scroll the board sideways. Press a card to open the lead.

Where the work comes from

  • Referral2 leads · 0 won$7,300.00
  • Google Search2 leads · 1 won$3,430.00
  • Website Form1 lead · 0 won$1,500.00
  • Repeat Customer1 lead · 0 won$890.00
  • Facebook Ad2 leads · 0 won$760.00

This is the number that decides where the advertising budget goes, and almost no small business has it. It comes free once every enquiry lands in one place.

Want this on your site?

This is a working feature, not a screenshot — the same one gets built into your site with your services, your prices and your branding. Add it to your build and it becomes a line on your quote.

Add Leads & CRM to my build