Never lose track of a sale again
See every lead, quote, and opportunity in one pipeline. Get follow-up reminders, track win/loss reasons, and know where your revenue is coming from.
Pipeline visibility
See all opportunities in one view
Follow-up reminders
Never forget to follow up
Win/loss tracking
Learn why you win and lose
Performance reports
Track rep performance
Focus on hot leads
Prioritize high-value opportunities
Pipeline views
See leads and quotes by stage, value, and next action.
- Stage-based views
- Value totals
- Next action dates
Follow-up reminders
Get reminded to follow up before opportunities go cold.
- Automatic reminders
- Email/SMS templates
- Task assignments
Win/loss tracking
Record why you won or lost to improve over time.
- Win/loss reasons
- Competitor tracking
- Price sensitivity notes
Performance dashboards
See close rates, cycle times, and rep performance.
- Close rate trends
- Average deal size
- Rep comparisons
How it works
Leads enter pipeline
from forms, calls, or manual entry
Quotes attached to leads
with status tracking
Follow-ups triggered
based on activity and timing
Outcomes recorded
to improve future performance
Real workflow examples
See how contractors use this feature in their daily operations
Lead follow-up sequence
Automate follow-ups until the lead converts or closes.
Weekly sales review
Review pipeline health and rep performance weekly.
Ready to see it in action?
Start using never lose track of a sale again today and transform how you run your business.