Sales Pipeline Management
Know where every job stands.
Each enquiry becomes a card you can move along. New, contacted, quoted, booked. Nothing sits half finished because you forgot what you promised somebody on Tuesday.
NEW
CONTACTED
QUOTED
BOOKED
The problem
Half the work is remembering what you promised.
A quote you meant to send, a customer waiting on a price, a job you think is booked. None of it is written down anywhere you can take in at a glance.
You said you would price it up on Thursday, and then Thursday happened.
Somebody is sitting there assuming you will call, while you think the ball is in their court.
You cannot tell whether next month looks busy or empty until it turns up.
The solution
One card per job, moved as the job moves.
Every enquiry becomes a card with a name, a number and a history. You move it along as the job goes from a phone call to a booked visit.
- Every enquiry is on the board, so nothing lives only in your head
- The card carries the whole conversation with it
- You can see what is waiting on you and what is waiting on them
- Won and lost are both recorded, so you know what actually happened
How it works
Three steps, and none of them are yours.
From the website, from a text, or from a missed call. Nothing arrives without a card.
Contacted, quoted, booked, won or lost. One drag, and the record is up to date.
A card stays on the board until the job is genuinely finished, one way or the other.
Why it matters
Less in your head, more in the book.
If it is on the board it is still alive, and you can see it without thinking about it.
The difference between waiting on them and waiting on you becomes obvious.
Booked work and quotes still out are in front of you, instead of somewhere in your memory.
Works with
What puts cards on the board, and what moves them.
Instant Lead Follow-Up
New enquiries are answered straight away, so a card never goes cold before you see it.
Learn more →Scheduling & Reminders
A booked time moves the card along and puts the visit in your calendar.
Learn more →One Conversation Inbox
Every card carries the full conversation, so you know what was already said.
Learn more →See your own jobs on the board.
Book a short demo and we will set up the stages your work actually goes through.
Book A Demo← All features
Serve2please
Serve2plz and Serve2please are customer-facing brand names used by SERVE2PLZ LLC.
38393 N LAKESIDE PL, ANTIOCH, IL 60002
[email protected] | 224-479-0650
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