CindyA pipeline
that updates itself.
Every lead with its stage, owner, source and dollar value. Cindy moves leads forward as she qualifies, routes and books them.
Leads & pipeline, in plain terms.
Clear stages
Unqualified, processing, qualified and booked.
Opportunities with value
Add a job and its dollar value to any lead.
Owners and sources
See who has each lead and where it came from.
Import your list
Bring in leads you already have.
Live in a day.
Then just watch.
Import or start fresh
Bring your leads, or let Cindy fill it.
Cindy keeps it current
Stages change as she qualifies, routes and books.
Work the board
Filter by stage, owner and channel.
Works with the rest of Cindy
Lead qualifying
Checks every lead against your rules. Unsure ones come to you.
Learn more →Lead routing
Hands each qualified lead to the right salesperson, right away.
Learn more →Estimates, invoices & payments
Price book, estimates, invoices, payments and job costing.
Learn more →Ad tracking
Traces every lead and booked job to the ad that brought it.
Learn more →Questions
Do I have to update stages myself?
No. Cindy moves leads as she qualifies, routes and books them. You can still edit anything.
Can I track deal value?
Yes. Add opportunities with a dollar value for each job a lead wants.
Can I import existing leads?
Yes. Import your current list.
