For a business that quotes before it sells. The estimating pipeline as a table you can mark urgent, the estimating tasks as a board, and the history of every proposal with its status.
Quoted before any work starts. First built for the Heleos VDC command center.
Yes. Each tour is made of screenshots of the working product. The business in them is made up, and so is every name and number, so no client's records are shown.
Yes. Each tool is quoted on its own. Take one, a few, or the whole dashboard.
It depends on what it has to connect to, so each one is quoted in writing before any work starts. The first call is free and takes 30 minutes.
Yes. A command center set up in 24 to 48 hours for one flat price is in the Shop. The tools marked Simple here come from that kind of build.
Yours. It is built on accounts you own, with your records, and it is yours to keep.
Nothing is sent, posted or paid without a person. Most skills here only read and draft. One, Quote Request Triage, also creates the folder and the CRM record for each request, because that is its job. Anything that writes to your systems is spelled out in the quote first.
Sales Dashboard · Pipeline Board · Contacts and Leads · KPI Page · CRM Pipeline · Outreach Desk · Lead Source Analytics · Estimating Workbench · Sales Metrics