Sales

Grow your pipeline and close with confidence.

Customers, Opportunities and the Budget Builder give your sales team everything in one place. Every opportunity is organized by Space, so what you quote is exactly what gets designed, sold and installed.

CustomersOpportunitiesBudget BuilderComing soonMaps
A customer in IntegrateA customer in Integrate

How it works

  1. Capture the lead

    Record the customer, contacts, site and referral source.

  2. Build the opportunity

    Organize the job by Space, with designs and products in each one, so nothing is lost between the walkthrough and the quote.

  3. Send the proposal

    Engineering & Design turns each Space into a professional proposal your customer reviews and signs online.

  4. Hand off the project

    Once approved, the job moves to Project management with every product already in place.

What Sales gets

Customers

Every customer, lead and trade partner on a single record, with sites, account managers and referral sources.

Opportunities

Each opportunity holds its Spaces, designs, decision maker and notes, keeping the entire job in one place.

Works alongside

Engineering & DesignProject managementLeadership