See exactly where your jobs come from
Dashboards that connect leads, conversations, appointments, and revenue, so you can see which marketing produces customers, how fast your team responds, and where deals stall.
The Problem
You’re spending money on marketing you can’t measure
The phone rings, but which ad caused it? You pay for leads, but how many became jobs? Your gut says the team follows up fast, but you’ve never seen the numbers. Without attribution and pipeline visibility, every marketing dollar is a guess.
How it works
Track lead sources automatically
Contacts carry their source, form, ad, call, referral, from first touch through closed deal.
Watch the pipeline in real time
Dashboards show opportunities by stage, value, and age, so bottlenecks are visible before they cost you.
Measure team responsiveness
See response times, conversation volume, and appointment outcomes across the team.
Connect activity to revenue
Tie invoices and payments back to campaigns and sources to see what actually produces paying customers.
What you get
Spend on what works
Source attribution shows which channels produce booked jobs, not just clicks or calls.
Fix bottlenecks you can finally see
Stage-level pipeline views reveal where deals stall and where follow-up breaks down.
Coach with facts
Response-time and activity metrics make performance conversations concrete.
One dashboard, whole business
Leads, conversations, bookings, and revenue in one view, no exporting five tools into a spreadsheet.
A typical workflow
- 1
Marketing review
Monthly report by source → cost per booked job calculated → budget shifted toward channels that produce customers.
- 2
Weekly pipeline check
Review stalled opportunities → assign follow-up tasks → track movement the following week.
- 3
Team performance
Response time and booking rate by team member → coaching where the numbers dip → recognition where they shine.
Where it earns its keep
Home services
A contractor discovers yard signs outperform paid leads on cost per booked job, and reallocates spend accordingly.
Real estate
A broker tracks lead-to-closing rates by agent and source, focusing coaching where conversion lags.
Professional services
A firm measures consult-to-client conversion by service line and doubles down on its most profitable intake channel.
Related features
Frequently asked questions
Lead sources, pipeline stages and values, appointment and show rates, conversation activity, response times, and revenue tied to invoices and payments.
Lead source tracking follows contacts from first touch to closed deal, so you can see which campaigns produce booked and paid work, not just inquiries.
Yes. Dashboards update in real time, and key reports can be reviewed on whatever cadence fits your business rhythm.
See Reporting & Analytics working on your leads.
Book a working demo and we'll walk through your pipelines, conversations, automations, and AI agents, configured around how your business actually operates.