Workflow

Pipeline

Track every client from first contact through proposal, booking, and payment -- all in one board. Drag a card to move it, or use its stage menu.

New Lead

1

Instagram DM$400.004.8 days waiting

Last contact Wed, Jul 29 · 4d in pipeline

Proposal Sent

1

Referral$3,500.00

Last contact Fri, Jul 24 · 13d in pipeline

Proposal Accepted

0

No leads here

Contract Signed

0

No leads here

Scheduled

1

Google search$350.00

Last contact Wed, Jul 22 · 13d in pipeline

Completed

0

No leads here

Invoiced

1

Website inquiry$350.00

Last contact Sun, Jul 26 · 58d in pipeline

Paid

0

No leads here