Harness the Power of Smart Automation and Accessibility to Transform Leads into Clients.
Maximize lead conversion with the Building Inspection App Sales Pipeline, designed to streamline your sales process through automated emails, SMS, and notifications triggered by pipeline stages. The customizable dashboard integrates beautifully with other modules like CRM, Jobs, and Accounts, offering a comprehensive sales solution.
Embrace our Sales Pipeline to enhance your selling methods and unlock your business's full potential.
Our Sales Pipeline module transforms the way you handle leads, providing numerous benefits:
Capture the Lead: Easily consolidate inbound leads and enquiries in one accessible location, available on both app and desktop. Automatically integrate leads with your CRM, eliminating data re-entry.
View Lead Results: Visualize your pipeline with colored tabs, displaying the current stage and conversion success to Quotes, Jobs, or Invoices.
Effortlessly convert Leads to Quotes, Jobs, or Invoices while retaining all information. Let Automated Assistants chase leads via Pipeline Manager.
Maximize sales leads with automated follow-ups and integrated pipelines. Create and assign tasks manually or through automated workflows.
Customize pipeline stages to fit your business. Trigger automated emails, SMS, and notifications based on pipeline stages with a full dashboard.
Add leads swiftly via app or desktop for new or existing customers. Automatically create new CRM contacts to save time.
Utilize Voice to Text functionality for detailed opportunity and lead notes.
Perfect for use on the field or in the office.
Fully integrated CRM streamlines lead and sales pipeline management, saving time and auto-creating contacts from new leads.
The Sales Pipeline module offers a range of practical tools, designed to help building inspectors manage their businesses effectively:
* Capture inbound leads and enquiries with ease
* Automate communication with prospects through emails and SMS
* Monitor lead progression using a visual, customizable dashboard
* Seamlessly integrate with CRM, Jobs, and Accounts modules
By leveraging these features, building inspectors can streamline their sales processes, enhance lead management, and ultimately convert more leads into successful projects.
The Sales Pipeline module accommodates your unique sales process by enabling you to:
* Create custom Pipeline Stages reflecting your sales workflow
* Easily view the status of every lead
* Move leads between stages with simple slide-and-click actions
This adaptability ensures that the Sales Pipeline module fits seamlessly into your existing sales process, improving lead management and conversion rates.
Discover our range of modules to understand how the Pest Management App can be
a game-changer for your business.
