Your entire business on one screen
Revenue, new leads, quotes sent, orders created, and conversion rate: live, with trends against last period. Pipeline value by stage, tasks due today, top salespeople, and lead sources side by side, so Monday morning starts with answers instead of report-pulling.
- Real-time KPIs with period-over-period trends
- Pipeline overview with value at every stage
- Lead-source breakdown: know where buyers come from
A pipeline that speaks metal building
Stages built around how structures actually sell: New Lead → Attempting Contact → Quote Sent → Follow-Up → Approved → Order → Deposit. Drag deals between stages, work the whole deal from a side panel without leaving the board, and let stage changes trigger automations.
- Drag-and-drop stages with automation triggers
- Full workspace panel: quote, call, text, and task from the card
- Every lead tagged with source, campaign, and ad set
From 3D design to signed contract, without retyping anything
Configurator designs arrive as ready-made quotes with the building preview, line items, and pricing attached. Convert to an order in one click, generate the contract, send for signature, and collect the deposit. The four-step flow lives right at the top of every order.
- Quote → contract → deposit → final payment, tracked end to end
- Building previews on every quote: front, sides, back, 3D view
- Manufacturer-specific contract templates and lift policies
Deposits, balances, and payment status: never in a spreadsheet again
Generate deposit and balance-due invoices from any order and watch status roll up: paid, pending, overdue, draft. The money view of your business matches the sales view, because they're the same system. Card payment collection and accounting sync are next on the roadmap.
- Deposit and final-payment invoices generated from orders
- Overdue and outstanding balances surfaced automatically
- Automatic payment reminders on the schedule you choose
Coming next: collect card payments and sync your booksComing soon
Run the ads. The leads land in your pipeline, not a spreadsheet.
Connect your Facebook and Google Ads accounts once, and every lead your campaigns generate flows straight into the CRM with the source attached. No CSV exports, no copying phone numbers out of Ads Manager at the end of the week, no leads going cold in a notifications tab.
- Facebook lead ads delivered in real time by webhook
- Google Ads leads captured with campaign attribution
- Every lead tagged with its source, so you can see what actually pays
- Instagram and WhatsApp conversations land in the same inbox
SMS, email, Messenger & WhatsApp: one screen, full context
Buyers text. Your team answers from a single inbox with the deal on the right-hand side: their building, their quote, their stage, their next task. Send the quote PDF into the thread, schedule the follow-up, and move the stage without switching tabs.
- Every conversation tied to a contact and opportunity
- Response-time and conversion tracking built in
- Team inboxes: unread, mine, unassigned
Send from your own address, and keep every reply on the deal
Connect Google Workspace or Microsoft 365 and your team sends email from their real address, not a no-reply relay. Replies thread back onto the contact automatically, so the next person to pick up the deal sees the whole history instead of asking around.
- Gmail and Outlook connected by secure sign-in
- Templates and signatures your whole team shares
- Replies attach to the right contact and opportunity
- Follow-up sequences that stop the moment someone replies
Know what every lead, and every sale, really cost
Connect Google and Facebook ads and get the numbers agencies won't show you: cost per lead, cost per conversion, and true return on ad spend by campaign, plus full-funnel reports from impression to revenue, broken down by building type, source, and salesperson.
- ROAS by campaign, ad set, and individual ad
- Conversion funnel: impressions → clicks → leads → customers
- Marketing, sales, pipeline, and revenue report suites
Every manufacturer. Every price sheet. Always current.
Store each manufacturer's price books with versions and effective dates, plus their discounts, surcharges, document fees, commissions, and service areas. Quotes always price off the sheet that's live today, and you can price one building across your whole network to win the deal.
- Versioned price sheets with effective date ranges
- Discounts, surcharges, fees & commissions per manufacturer
- Side-by-side manufacturer price comparison on any quote
Set it up your way, then let it run
Workflows, email and SMS templates, webhooks, custom fields, roles and permissions, tax rules, e-signature, and data import/export. The platform bends to your process, not the other way around.
- Automation workflows triggered by stage changes and events
- Team roles, permissions, and per-rep performance tracking
- API, webhooks, and integrations with the tools you already use
