
Leads, estimates and reactivations move across a live pipeline: stages you define, owners on every card, dollar totals per column, and AI agents doing the follow-up work between the stages.
Every operator has these. Nobody has the headcount to work them by hand.
The $4,000 termite job is a sticky note on a monitor. When that CSR is out, so is the deal.
How much revenue is sitting at 'quoted'? Which deals went cold this week? Nobody can say without an hour in the CRM.
Cards don't move themselves. A deal that nobody touches for ten days isn't 'in progress', it's lost.
New lead, contacted, quoted, negotiating, won: your sales motion, your columns. Per-pipeline settings, custom fields and tags.
Cards move in real time as calls end, quotes go out and payments land. No refresh button, no stale numbers.
Every stage shows count and value, so the morning glance tells you what's stuck and what's about to close.
Assign deals to people, filter by rep, service or source, and save the views your team actually uses.
A deal idling in 'quoted' gets the follow-up cadence automatically. The card moves when the customer answers.
Deals link to the customer, the quote and the job. Won deals become scheduled work in your CRM, not a second data entry.
No. The pipeline sits on top of your existing CRM and Denaro's quoting. Customers, quotes and jobs stay where they are; the board is the sales view over them.
Yes: one per sales motion (residential, commercial, reactivations), each with its own stages, fields and metrics.
When the signal is unambiguous (quote accepted, payment made, appointment booked), yes. Anything judgment-based stays a drag-and-drop.