Sales

Pipeline CRM

Add a lead. Drag it through the pipeline. Watch the forecast move.

Built for

Contractors, brokers, service businesses

Data

Seeded sample. Nothing real, nothing stored.

Ridgeline HVAC · sales pipeline live

Pipeline value

Open leads

Booked this month

Drag a card between columns, or focus one and use ← →. Add a lead with the button up top.

If I built this for you

→Stages named after how you actually sell — not "Discovery / Proposal / Negotiation" from a SaaS template.
→Every lead source lands here automatically: web form, missed call, Instagram DM, walk-in, the guy who texts you directly.
→Duplicate detection on phone and email, so the same customer never appears three times.
→A card moving to Booked can fire whatever you want: deposit link, calendar hold, crew assignment, confirmation text.
→Reporting you can hand your accountant, and an export button that actually works.

Want this built around your business?

Two of the systems running today started exactly here — a broker who was losing 38% of leads, and an HVAC shop with a whiteboard.