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Opportunities

Several pipelines, a drag-and-drop board, a weighted forecast and deals that flag themselves when they start to slip.

Pipeline: Residential & commercialGet early access

Open pipeline

$132,300

6 open deals

Weighted forecast

$59,090

value × win probability per stage

Won

$25,200

2 deals

At risk

1 deal

close date pushed twice

Drag any deal to another stage. The numbers above update as you go.

New lead 2

$8,600 · 10%

Storm repair: Kim residence

Grace Kim

$6,200today
Form

Gutter + fascia

Marcus Hill

$2,4001d

Inspection booked 2

$53,300 · 30%

Full replacement

Priya Natarajan

$14,800Thu
AI booked

Commercial flat roof

Summit Legal

$38,500Fri

Proposal sent 2

$70,400 · 60%

Green residence: full replacement

Tasha Green

$18,4002d
Video 92% watched

Clinic re-roof

Harbor Dental

$52,0009d
Close date pushed 2×

Won 2

$25,200 · 100%

Metal roof + skylights

Luis Ortega

$21,300Oct 18
Paid

Siding repair

Ana Silva

$3,900Oct 15
Review ★★★★★

Why deals stop slipping through the cracks

  • Win probability per stageEvery board doubles as a weighted forecast you can trust.
  • Slip detectionDeals whose close date keeps moving get flagged as at risk, with the full history.
  • One-click actionsCall, text, email, add a note, create a task or book an appointment from the card.
  • Wired into everythingForms, calls, bookings, signatures and payments move deals for you through automations.

Your pipeline, on your server.

No per-seat pricing when you self-host. No markup on the payments that close these deals.

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