Leads live in personal phones, so when a rep resigns the pipeline resigns with them and walks to a competitor.
Field sales, distributor reps, account teams, dealership floors
Leads, quotes and follow-ups sit on the same rail as stock and invoicing, so a won deal becomes an order without anyone re-typing it. Reps stop promising goods you have already sold, and quiet deals stop being free money for your competitor.
Field sales teams, distributor and agency reps, B2B account managers, dealership floors and any team carrying a target against real stock.
What it costs you now
A rejected quote at least tells you something. A quote nobody followed up just disappears, and it was revenue you already had in your hand.
Leads live in personal phones, so when a rep resigns the pipeline resigns with them and walks to a competitor.
A quote goes out against stock already committed elsewhere, and you either disappoint the customer or buy in at a loss to save face.
Follow-ups depend on memory, and the ones that slip are always the big ones, because big deals take longer.
Targets and commission are rebuilt from scratch every month end, disputed every month end, and paid on invoices that were never collected.
How a deal runs
The quote, the order and the invoice are the same document at three points in its life. Fulfilment reads what the rep wrote, not a retyped version of it.
What you actually get
Because a pipeline only stays honest when the rep gets something out of keeping it honest.
Every enquiry with an owner, a value, a stage and a next action that carries a date. It belongs to the business, not to a phone.
Price from real availability and real cost, send the document, and turn the accepted quote into an order without retyping a line.
Reminders, call logs and ageing deals surfaced every morning, so quiet deals get chased while they are still worth chasing.
Target per rep, live attainment, and commission worked out from invoices that were actually paid. Calculated once, disputed never.
What changes
Start with deals that went quiet. They are the cheapest revenue in the business, and they are already yours.
The pipeline survives a resignation.
Quotes never oversell stock, so you stop paying to fix promises.
Deals get chased on the day they are due, not the week after they died.
Commission is paid off collected cash, which protects margin and ends the monthly argument.
What it costs
Add every rep up to your seat ceiling for nothing. Pay for the year and pay 20% less. Onboarding is a published one-off, agreed before you commit.
Starting point
From $117/mo
Priced per site with seats included up to your ceiling. Onboarding is scoped and quoted separately, before you commit to anything.
See full pricingNot quite you?
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Arrange a school consultationNext step
Tell us your trade, your sites, what you use today and where you think the money is going. You get a demo running your own workflow and a straight view of what closing that gap is worth in a month.
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