NOTHING GOES QUIET UNNOTICED
Deals don't die loudly. They just go quiet.
Every open job on one board, with value, owner, and how long it's been sitting there. When a deal stalls, the follow-up fires on its own instead of waiting for someone to scroll far enough down the list.
PIPELINE — ROOFING & EXTERIORS
Quoted
6
Whitfield deck
$8,400
2d in stage
Ortega roof
$21,000
11d — stalled
Decision
3
Raman siding
$12,750
1d in stage
Boyd gutters
$2,900
3d in stage
Won
9
Kessler patio
$6,200
Closed today
1 deal stalling — follow-up sequence started automatically
What it does
A pipeline your team will actually keep updated
A CRM only tells the truth if people use it. This one updates itself from calls, messages, quotes, and appointments — so the board matches reality without data-entry discipline.
Drag-and-drop board
Every open deal in one view with value, owner, next step, and days in stage. Move one card and the follow-up changes with it.
Stall alerts
Set how long a deal can sit before it's flagged. Anything going quiet surfaces before it becomes a lost job you never chased.
Stage-triggered follow-up
Moving to ‘quoted’ starts the reminder sequence. Moving to ‘won’ sends the review request. No one has to remember either.
The whole history attached
Calls, texts, DMs, forms, and quotes sit on the deal, so anyone picking it up knows exactly what was said and when.
Forecast you can trust
Weighted value by stage and expected close date, updated as deals move — not a number someone types in on the last day of the month.
Ownership and handoffs
Assign, reassign, and see workload per rep. Handing a deal over carries the full context with it.
Getting started
Board set up before lunch, useful by Friday
Your existing contacts populate it — you're not starting from an empty screen.
STEP 1 — BUILD
Set your stages
Create the pipeline and name each stage, then set how many days a deal can sit in one before it's flagged as stalling.
STEP 2 — IMPORT
Bring your open jobs in
Existing contacts and enquiries populate the board automatically, so day one shows your real workload rather than an empty column.
STEP 3 — AUTOMATE
Attach follow-up to stages
Decide what fires when a deal moves — quote reminders, review requests, nurture on loss — and let the board do the chasing.
Part of your AI Employee
Deal Management doesn't work alone
A stalled deal doesn't need a human to notice it. The Workflow Operator spots it, the AI Sales Rep sends the nudge, and the receptionist books the call that follows. Meet the rest of the team:
Questions
Deal Management FAQ
How many pipelines can I have?
Can I track deal value and forecast?
Can I see history on a deal?
Is there a limit on deals or users?
Three deals on your board
haven't moved in two weeks.
Put every open job on one screen and let the follow-up chase the quiet ones — free for 14 days.