Turn leads into repeat customers. Track client communications, monitor your deal pipeline, calculate commissions, and generate itemized sales quotes with zero subscription fees.
Track client interactions, deal values, next follow-ups, and communication logs without expensive CRM software.
Forecast expected revenue, track stage conversion rates, and manage deal flow visually.
Produce accurate, itemized customer quotes with parts, labor, markup calculations, and client approval blocks.
Streamline new client transitions from sales sign-off to project kickoff with a milestone progress tracker.
Track custom or wholesale customer orders from receipt through packing, dispatch, and final delivery.
Establish consistent tiered pricing for wholesale, retail, and volume discount accounts with margin validators.
Calculate tiered sales commissions, quota attainment bonuses, and team splits automatically.
Collect customer survey scores, calculate your Net Promoter Score automatically, and categorize feedback.