Seamless Sales Pipeline

Revolutionize
Your Sales Process

Maximize lead conversion with the Building Inspection App Sales Pipeline, designed to streamline your sales process through automated emails, SMS, and notifications triggered by pipeline stages. The customizable dashboard integrates beautifully with other modules like CRM, Jobs, and Accounts, offering a comprehensive sales solution.

Embrace our Sales Pipeline to enhance your selling methods and unlock your business's full potential.

New Leads

Mastering
Lead Management

Our Sales Pipeline module transforms the way you handle leads, providing numerous benefits:

Capture the Lead: Easily consolidate inbound leads and enquiries in one accessible location, available on both app and desktop. Automatically integrate leads with your CRM, eliminating data re-entry.
View Lead Results: Visualize your pipeline with colored tabs, displaying the current stage and conversion success to Quotes, Jobs, or Invoices.

Instant Conversion

Effortlessly convert Leads to Quotes, Jobs, or Invoices while retaining all information. Let Automated Assistants chase leads via Pipeline Manager.

Watch Sales Grow

Maximize sales leads with automated follow-ups and integrated pipelines. Create and assign tasks manually or through automated workflows.

Pipeline Manager

Customize pipeline stages to fit your business. Trigger automated emails, SMS, and notifications based on pipeline stages with a full dashboard.

New Leads

Add leads swiftly via app or desktop for new or existing customers. Automatically create new CRM contacts to save time.

Voice to Text

Utilize Voice to Text functionality for detailed opportunity and lead notes.
Perfect for use on the field or in the office.

Integrated to CRM

Fully integrated CRM streamlines lead and sales pipeline management, saving time and auto-creating contacts from new leads.

Pipeline Efficiency

Empowering
Building Inspectors

The Sales Pipeline module offers a range of practical tools, designed to help building inspectors manage their businesses effectively:

Capture inbound leads and enquiries with ease
Automate communication with prospects through emails and SMS
Monitor lead progression using a visual, customizable dashboard
Seamlessly integrate with CRM, Jobs, and Accounts modules

By leveraging these features, building inspectors can streamline their sales processes, enhance lead management, and ultimately convert more leads into successful projects.

Pipeline Stages

Flexible Pipeline Stages

The Sales Pipeline module accommodates your unique sales process by enabling you to:

Create custom Pipeline Stages reflecting your sales workflow
Easily view the status of every lead
Move leads between stages with simple slide-and-click actions
Seamlessly integrate with CRM, Jobs, and Accounts modules

This adaptability ensures that the Sales Pipeline module fits seamlessly into your existing sales process, improving lead management and conversion rates.

Complete Business Platform