All features Sales pipeline

Every enquiry, from first call to signed job

Capture enquiries in four steps and run them through a pipeline by stage, with the sales rep, area and type on every lead.

Start your free trial Watch it in the walkthrough
Open enquiries: pipeline totals by stage and a list of enquiries with quote number, customer, subject, area, type, status and sales rep
What you get

On the screen, not in a brochure

Everything below is in the product today.

ModulesEnquiriesCustomersCustomer contactsSales targetsReports
  • Four-step capture: customer, site and scope, schedule, review. Repeat customers, home owners, warranty claims and new customers are told apart from the first screen.
  • A pipeline by stage: new lead, quoted, deposit paid, in progress, invoiced, with counts at the top and the whole list below.
  • Sales rep, area and enquiry type on every lead, with filters by rep, area and type and a search across everything.
  • Sales targets per rep, and reports by enquiry, quote, sale and product. Every list exports to CSV, Excel or PDF.
Try it on your own jobs

Every module, fourteen days, nothing charged.

Start the trial, bring your lists, and the ManaGEM team checks the take-on with you.

Most people start hereStart your free trialEvery module, no card needed. Next featureQuotes and pricingKeep going through what ManaGEM does. PricingPriced by team sizeEvery module on every plan.