Leads pipeline for contractor operations
Capture every opportunity, qualify it the way contractors actually qualify, and convert it cleanly into a customer without duplicate records.
The Relevant leads pipeline is built for the way real contracting work comes in: a referral, a return customer, an inbound call about a multi-phase project. Not a tap-to-book appointment.
Leads move through statuses that match how contractors qualify — new, contacted, site visit scheduled, estimate needed, follow-up, converted, won, lost. Every status has its own count and dollar value on the dashboard so you always know what's in the pipeline.
A Kanban board view is shipping soon. Today the list view is fully functional and tuned for fast triage.
How it works
- STEP 1Capture
Leads come in from inbound forms, manual entry, or referral notes — all into one queue.
- STEP 2Qualify
Schedule site visits, log follow-ups, assign owners, and track expected dollar value.
- STEP 3Convert
Convert a qualified lead into a customer record race-safely, with proper dedupe.