Know who to follow up, what they need and what the work is worth.
Bring enquiries, contacts and deals into one clear view. Move work forward without losing the conversation that started it.
No more promising leads hiding in your inbox.
New enquiry 2
Harbour & Co
Priya Shah
Estimate sent 1
Oak Lane Dental
Proposal sent 2
Moss Studio
Kerr Joinery
Won 1
Fern Coffee
When to use it
The right tool at the right moment.
Use the pipeline from the moment somebody enquires until they become a client. It is your live picture of new business, follow-ups and likely revenue.
- Create separate pipelines for different services
- See deal value, stage and owner at a glance
- Keep the contact and project even if a pipeline is archived
- Agency owners can compare team contributions
How it works
Capture the enquiry
Forms, directory requests, booking links and conversations create a connected contact and follow-up.
Qualify and progress
Lead scoring and activity help you focus on the warmest opportunities first.
Move into an estimate
Create an early, non-binding estimate without retyping the client's details.
What happens next
Turn interest into a clear proposal
Start with an estimate, then move approved scope and client details into a full proposal.