What it is for. Your sales pipeline before anyone becomes a customer. Track enquiries, qualify them, and turn the good ones into customers, estimates and jobs.
What you see. Three tabs — Pipeline, AI Prospect Finder, Cold Email. Pipeline is the one you will live in: five columns — New, Contacted, Qualified, Proposal Sent, Won — with the count and total value in each header. Cards drag between columns.
Each card shows the name, project type, estimated value, where the lead came from, and a follow-up date. Once converted, a green Customer badge appears.
Creating one. New Lead by hand, or they arrive on their own from your website if you have connected it.
Converting. A lead can become a customer, and from there an estimate, without retyping anything.