Pipeline & Tasks
Every deal, every next step, one board.
Deals by stage, tasks by person, every quote and booking logged. Your team sees what to do today, and you see the month without asking anyone.
Processes
Monday morning
Nothing lives in someone’s head.
Every call, form and quote becomes a card. Every card has an owner and a next step with a date.
1
board for deals and tasks, instead of six apps
Sales board
New
Quoted
Booked
Won
Voice command
“Move the Pérez roof to Won and remind me to send the invoice.”
Example
How it works
Your process. Your team. One board.
Built around how you already sell, so nobody has to learn a new way of working.
- 01 · MAP
We map how you sell
Your stages, your quotes, who does what. The board follows your process, not ours.
- 02 · CONNECT
Everything lands on it
Calls, forms, quotes and bookings create and move cards on their own.
- 03 · RUN
Your team runs the day
Each person sees their tasks. You see the pipeline and the forecast.
Where it sits in the flywheel
Processes, in plain sight.
Pipeline & Tasks is the Processes stage: one system, one dashboard, decisions on real numbers. It also keeps Retention and Growth from dropping a lead.
Cadence · what your customers see
Every deal on one board. Every quote and booking logged. Clear proposals and quotes.
Spark · what runs underneath
Client CRM, margin and lifetime value reports, Outbound Intelligence.
What changes on day one
From six apps to one place.
1
board for deals and tasks
0
deals without a next step
1
forecast you do not have to build
What every Pipeline & Tasks setup includes.
Anchored to what you already spend
Not a new cost. A better one.
What you pay for today
A spreadsheet of deals, tasks in a group chat, and a forecast that is a guess.
- Spreadsheets
- Group chats
- Month-end surprises
What Pipeline & Tasks costs
One setup, one monthly fee. The exact number comes in your proposal, once we understand the problem.
- Setup plus monthly
- Board, tasks and forecast
- Voice commands included
Start here
Findings first, not promises.
The free Business Health Report shows how your business handles a new call, a form and the follow-up. No meeting, no commitment.
Fair questions
What people ask before they start.
Do we have to stop using our CRM?
If you already have one, we look at connecting it first. If not, the board comes with Client CRM underneath.
Does it work on the phone?
Yes. Your team can check tasks, move cards and give voice commands from the phone.
Who sets it up?
We do. We map your stages with you, load your current deals and train the team in one session.