The pipeline, in one place.
Every website enquiry, missed call, form and quote — captured, tagged and moved through the pipeline until it's a signed job on the calendar.
Every lead has
a next step.
No lead sits still. Every card moves — and if it doesn't, the Portal tells you why.
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01
New
The enquiry lands — website, form, missed call, ad. Timestamped and assigned.
-
02
Contacted
First response inside the SLA. Notes attached. Next action set.
-
03
Quoted
Quote issued, sent and tracked. Follow-up reminders queued automatically.
-
04
Won
Signed job. Deposit tracked. Handed to the delivery calendar.
-
05
Lost
Marked with reason. Fed back into ad targeting and site improvements.
Portal on mobile — illustrative
Built for the person answering the phone.
- Dashboard Pipeline value, response times, revenue per source — the numbers you actually need.
- Lead pipeline Kanban view with drag-and-drop through every stage of the sale.
- Lead detail Full history — every touch, every note, every quote in one thread.
- Notes & follow-ups Timed reminders so nobody falls through the crack between site visits.
- Documents Quotes, invoices and site notes attached where enabled on your plan.
- ROI visibility Enquiries tagged by source. Revenue attributed. Reported monthly.
- Notifications SMS, email and desktop pings where you've asked us to configure them.
- User access Owner, sales and delivery roles. Permissions that respect who does what.
We only claim what the Portal actually does today.
Where a feature depends on a third-party integration or plan tier, we say so up front. Nothing on this page is aspirational — we'll walk you through the current build on a call.
