A pipeline built around your stages, your team, and your numbers. Every lead, message, document, and payment lives on one customer record, so nothing slips through the cracks.

What it does

CRM, pipeline & inbox, tailored to you.

01

Custom stages

Your process in your words, from first call to five-star review.

02

One record per customer

Messages, documents, payments, photos, and notes on one timeline.

03

Unified inbox

Calls, texts, email, web chat, and social DMs in one place.

04

Drag, drop, automate

Moving a card can send a quote, a contract, or a payment link.

05

Business phone system

We connect your line or set you up with one. Calls, texts, voicemail, and recordings land on the customer record.

06

Lead sources

Know which ad, search, or referral sent every customer.

See it at real kinds of businesses

Same gene, different DNA.

Every build is tailored after we interview you. Here's how this looks at three very different businesses.

Example · Summit Roofing & Exteriors · contractor
SRSummit Roofing & Exteriors/pipelinelive
New lead2
MLMaya LopezFull roof replacement$14,800
MOMarcus OkaforStorm damage repair$6,400
+ new lead from your website
Estimate1
HDHanna DuvalCommercial re-roof$31,500
Quote sent1
PNPriya NairGutter replacement$2,450
Signed1
BCBen CarterSiding and soffit$8,900
Priya Nair moved to quote sent → quote sent · follow-up set for 48 hrs
How it works

Set up once. Runs forever.

01

Capture

Leads from your site, calls, texts, and social land automatically.

02

Qualify

AI scores and tags every lead in seconds.

03

Close

Quotes, contracts, and payments in one click.

04

Deliver

Jobs, bookings, and follow-through tracked to done.

From the interview

Ideas you may not have thought of.

This is where the interview pays off. Once we understand your business, we bring features like these to the table.

Lead re-activation

Old quotes come back to life with a well-timed offer.

Hot-lead alerts

A text to you the moment a big job comes in after hours.

Smart routing

Leads assigned to the right person by service, area, or availability.

Tailored to you

Want this in your business?

We'll interview you, learn how you work, and build it around you, with ideas of our own.

Book an interview →