Track what matters — new leads, quote conversions, source breakdowns, automation activity, and more. Nothing to set up — it populates itself.
| Name | Source | Value | Status |
|---|---|---|---|
| Michael & Laura Chen | Website | $71,850 | Hot |
| David Tran | Google Ads | $52,200 | New |
| Priya Natarajan | Referral | $68,400 | Won |
| James Whitfield | Website | $44,900 | Hot |
| Sarah O’Donnell | Google Ads | $58,750 | New |
| Marcus Ellison | Meta Ads | $81,000 | Won |
Your clients get a quote in 90 seconds or less — and 78% of people go with who quotes first. Fully customized to your pricing and materials, fully branded, and fully automated. Every time a new lead comes in, you get an email.