Opportunity workspace
See leads, quiet quotes, inactive customers, and referral opportunities ordered around the next action.
Features
Everything your follow-up operation needs to create measurable revenue.
Replace scattered spreadsheets and forgotten reminders with one connected workspace for opportunities, customers, campaigns, activity, and financial outcomes.
Customer records
Keep contact details, services, purchase history, quote history, communication history, notes, and revenue together.
Guided CSV import
Upload leads, quotes, or customers, map columns, validate rows, preview results, and confirm before importing.
Campaign Center
Prepare follow-up, recovery, reactivation, referral, review, seasonal, upsell, and custom workflows.
Revenue attribution
Track confirmed lead, quote recovery, reactivation, and referral revenue separately from estimated pipeline.
Activity history
Maintain a clear record of status changes, follow-up activity, campaign progress, and financial outcomes.
Four engines, one revenue record.
Lead Follow-Up
Every inbound lead gets tracked, scheduled follow-up and a clear status until it is won or closed.
Quote Recovery
Quotes awaiting a reply are surfaced before they go stale, with high-value work first.
Customer Reactivation
Previous customers are segmented by how long they have been inactive and what they may need next.
Referrals & Reviews
Completed customers move into a referral and review workflow instead of being forgotten.