A name lands. Six weeks later, it's a closed job.
Lead capture, follow-up reminders, quote, sales order, production, shipment, invoice, payment — one stack, one record, one history. No retyping the customer between systems and no losing the lead source by the time the invoice ships.
A name lands.
Source captured (referral, web form, trade show), owner assigned, status starts moving. Custom fields for the data your shop tracks.
Every call, email, meeting, note.
Logged against the lead, attributed to the person who made the call. Follow-up reminders that actually fire, on the dashboard the next morning.
One click promotes it.
Lead becomes a customer record and a draft quote. Contact details, history, source — all carry over. Nothing retyped.
Accepted quote becomes an order.
Line items, tax, customer reference all carry through. Production picks it up where it lives — the same kanban board the floor uses.
The board picks up the order.
Materials ordered, received, in production, QC, shipped. Same lifecycle the floor scans through. The card never leaves the system.
Paid. Locked. Done.
Invoice generated, payment received, record locked. The original lead source still attributes to this revenue, six weeks later.