For your team / Sales rep
Sales rep.
You bring in the work. You lose the work in the gaps — between the call and the brief, between the quote and the deposit. The sales view is your pipeline of leads, your library of quotes, and the chase list that closes them. Every customer touch on one record.
What you see.
- Your leads grouped by stage — New, In design, Quoted, Accepted
- Quotes awaiting customer response — and how long they've sat
- Accepted leads waiting on deposit clearance
- Customer + contact directory, with previous jobs visible
- Your billing queue — projects you sold that need invoicing
What you can do.
- Capture a lead in 60 seconds — customer, brief, photos
- Brief the designer with one click
- Build a quote off the design's bill of materials
- Send multi-option quote comparisons — let the customer pick
- Log a lost-reason when a quote doesn't land
No margin numbers — that's a manager view.
The chase list closes itself.
A quote sitting in a customer's inbox for three weeks isn't a quote, it's a guess at future revenue. The sales view nudges every quote that crosses an idle threshold — daily reminder, then escalating. Same for deposits, same for installed-but-unbilled projects. You walk in Monday and the system tells you who to call.