Close more jobs with clear pipeline visibility
Leads go cold when follow-ups fall through the cracks. Sales gives teams visibility into the full pipeline—from first contact to closed job—so nothing slips, reps stay accountable, and leadership can see what's working and what's at risk.
Core Resources in Sales
Leads
Lead status tracking with follow-up visibility.
- Lead status tracking
- Follow-up visibility
- Source attribution
- Activity history
- Conversion tracking
Jobs
Job status tracking with in-progress visibility.
- Job status tracking
- In-progress visibility
- Value tracking
- Timeline management
- Stage progression
Sales Dashboard
Pipeline visibility with performance tracking.
- Pipeline visibility
- Performance tracking
- Conversion rates
- Revenue forecasting
- Trend analysis
Sales Rep Metrics
Rep-level reporting with team performance metrics.
- Rep-level reporting
- Team metrics
- Activity tracking
- Goal progress
- Performance comparison
Leaderboards
Consistent metric comparison with rep rankings.
- Metric comparison
- Rep rankings
- Competition visibility
- Motivation tools
- Recognition support
Sales is part of the Pipeline module
Our features are organized into modules that help you command every part of your business—People, Property, Pipeline, Performance, and Process. Everything works together to save time, reduce frustration, and drive the business forward.
Pipeline
Increase demand and build predictable revenue with a connected view of leads, jobs, calls, and marketing performance. The Pipeline module ties activity to outcomes so teams can see what's working, what's at risk, and where to focus to keep revenue moving forward.
Learn MoreClose more jobs with clear pipeline visibility
Track leads, jobs, and sales performance so follow-ups stay tight and leadership has clear visibility.