Sample workspace — fictional information.
Leads
The problem it solves
Leads arrive by phone, text, Facebook, and referrals — and they end up in different inboxes, notebooks, and screenshots.
When nobody owns a lead, it goes cold. Salespeople hear about assignments late, and office staff chase updates by hand.
How the workflow runs
- 1
Intake in under a minute
Template-driven forms capture the customer, address, service, source, and urgency.
- 2
Assign in one tap
The salesperson accepts or declines from their phone, so ownership is never in doubt.
- 3
Work the pipeline
Status filters and automatic follow-up reminders keep every lead moving.
- 4
Won — route onward
Sold leads hand off cleanly: the estimate starts from the lead, so nothing gets retyped.
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