®Pipeline by project, not just company
A single buyer running three separate projects shows as three trackable opportunities instead of one flattened account, so a rep can see exactly which project is stalled and why.
Platform for the solar trade
Every deal. A clear next step.
A pipeline should tell you what needs attention. Track opportunities by buyer and project, keep ownership clear and give managers a view of the work in progress.
Every deal. A clear next step.
A pipeline should tell you what needs attention. Track opportunities by buyer and project, keep ownership clear and give managers a view of the work in progress.
Track deals by project and stage
Stage visibility for the whole team
Reps see their own deals, account owners see everything tied to their accounts, and managers see the full pipeline, all from the same underlying data instead of three separate reports.
Deals that don't go quiet
A deal sitting untouched at a stage for too long is visible to a manager without needing a status meeting to surface it.
Catch stalled deals and forecast
Spot stalled deals before they die
Pipeline stage and last-touch data surface a stalled deal automatically instead of after a buyer has already moved on to a competitor.
Forecast off real data
Pipeline value by stage gives a manager an actual forecast instead of a rep's verbal estimate at a weekly meeting.
Connects to quoting and contracts
Pipeline connects to quoting and contracts
An opportunity moves from pipeline stage to a quote, then to an auto-generated contract on acceptance, all inside the same record.
Your questions, answered.
Can pipeline track multiple projects for the same buyer?
Yes. Pipeline tracks opportunities by project and buyer rather than only by company, so several distinct projects for the same buyer stay as separate deals with their own stages and values. That keeps a large account from collapsing into one line item and gives reps an accurate view of each job.
Do managers see the full sales pipeline across all reps?
Yes. Managers get visibility across every rep's deals, not just their own accounts, so the whole team's pipeline rolls up in one view. That makes it easier to spot stalled deals before they die and to forecast off real stage data instead of guesswork.
How does pipeline connect to quoting?
Pipeline is connected to quoting and contracts, so a deal moves from opportunity into a quote without re-entering the details, and the quote status feeds back into the deal stage. That keeps the forecast grounded in real numbers and reduces the manual handoffs where deals go quiet.