Turn More Leads Into Paying Customers
Visual pipeline boards, contact management, and automated follow-ups to close more deals.
Made to fit your workflow
The daily advantages that make this feature feel like part of your front office, not another tool to manage.
See every opportunity and its current stage at a glance.
Drag deals forward as they move through your sales process.
Catch stalled leads before they quietly go cold.
Keep the full customer story attached to every record.
Give office staff and field teams the same context instantly.
Stop losing important details across texts, calls, and sticky notes.
Stay in front of leads without manually chasing each one.
Nurture slower opportunities until they are ready to book.
Build a more repeatable sales process for the whole team.
See which channels actually create profitable jobs.
Compare ROI across ads, referrals, and marketplace leads.
Invest more in the sources that are really working.
How Pipeline & CRM works
A simple, repeatable workflow that takes the feature from setup to customer-facing results.
Leads come in
From your website, phone calls, referrals, or the Joblinkers marketplace.
Organized in pipeline
Every lead lands in your pipeline board. Drag between stages as they progress.
Follow up automatically
Automated texts and emails keep you top-of-mind until they're ready to book.
Convert to job
When they say yes, convert the lead to a job and start scheduling.
Ready to try Pipeline & CRM?
Start your free trial today and see how this workflow fits the way your business already runs.