Features · Sell
Deal Tracker
Every rep knows where every job stands.
Deal Tracker pulls each rep's jobs from your CRM and shows them by stage, with the money and the next appointment on every card.
$15/mo · no per-user fees
What it does
Built for the way roofers work.
Totals up top
Open deals, sold contract value and balance due.
Stage by stage
Lead, prospect, approved, completed, invoiced, closed and cancelled, with a count on each.
Stuck jobs stand out
Days in stage turns yellow, then red, when a job sits too long.
The money on every card
Contract, invoiced, balance due and percent collected.
Next appointment
Upcoming inspections and walkthroughs, flagged when they're today or tomorrow.
Managers see everyone
Filter by rep or lead source. Updates from your CRM every 15 minutes.
Good to know
Before you add it.
- Requires your roofing CRM, such as AccuLynx. You keep that subscription and pay them directly.
- Each rep sees only the jobs where they're the sales rep.
Works well with