PointWake CRM

Sales Pipeline Management

For most small businesses the biggest pile of lost money is not new leads. It is quoted work that nobody followed up on. The estimate went out, the customer went quiet, and everyone moved on.

Pipeline management gives every opportunity a stage, an owner and a next step, so quoted work either closes or gets a real answer instead of drifting.

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What this looks like for a roofing contractor

In a busy month a roofer sends thirty estimates. Twelve close quickly, three say no, and fifteen go quiet. Those fifteen represent more revenue than everything already booked, and they sit in a sent-email folder.

With a pipeline, those fifteen sit in a stage called Estimate Sent with the day count showing. Anything past five days shows up on a call list. The owner is not remembering anything. He is working a screen that tells him who to call today.

Stages that match how you actually sell

We do not install a generic sales funnel. We map the real steps in your business, which for most trades looks like new inquiry, contacted, site visit scheduled, estimate sent, follow-up, won and lost.

Each stage has an exit condition, so an opportunity cannot sit in limbo without someone deciding what happens next.

Value, age and probability in one view

Every opportunity carries the quoted amount and the days it has been in stage. That is enough to answer the two questions that matter on a Monday morning: how much quoted work is live, and which of it is going cold.

Total pipeline value by stage
Days in current stage, so stale deals surface on their own
Owner per opportunity, so follow-up has a name attached
Loss reasons captured on close, so patterns become visible

Automatic follow-up on quoted work

Stage changes can trigger the follow-up sequence you would run if you had time: a text the next day, an email a few days later, a task for a phone call after that. The sequence stops the moment the customer replies, so nobody gets nagged after they already answered.

Reporting that ties back to lead source

Because opportunities inherit the lead source from the contact, close rate and average job value can be viewed by where the lead came from. That is how marketing spend stops being a guess.

What PointWake Configures

Pipeline stages mapped to your real sales process
Opportunity fields for job type, quoted value and expected start
Automatic follow-up sequences tied to stage changes
Stale-deal alerts based on days in stage
Loss reason tracking on closed opportunities
Pipeline and close-rate reporting by lead source and by user

Good fit if

You send estimates that sometimes go unanswered
You cannot say today how much quoted work is outstanding
More than one person quotes work
Follow-up depends on whoever remembers

Honest limits

A pipeline only reflects reality if estimates are entered. Setup includes making that step fast.
Too many stages kill adoption. We keep it to the fewest stages that still show truth.
Automated follow-up improves reply rates. It does not rescue a price the market rejected.
This tracks the sale. Job costing and invoicing stay with your accounting tools.

Questions about this part of PointWake CRM

How many pipeline stages should a small business use?

Most trades run best on five to seven stages covering new inquiry, contacted, site visit, estimate sent, follow-up, won and lost. Too many stages slow adoption without adding clarity.

Can follow-up stop automatically when a customer replies?

Yes. Follow-up sequences are built to stop as soon as the customer responds, so nobody receives reminder messages after they have already answered.

Will I be able to see how much quoted work is outstanding?

Yes. Total pipeline value is shown by stage, along with days in stage, so you can see live quoted work and which opportunities are going cold.

Can I see close rates by lead source?

Yes. Opportunities inherit the lead source from the contact record, so close rate and average job value can be reviewed by the source that produced the lead.

Does the pipeline handle invoicing and job costing?

No. The pipeline tracks the sale through to won or lost. Invoicing and job costing stay in your accounting software, which the CRM complements rather than replaces.

Where this fits in PointWake CRM

This page is one part of PointWake CRM. You can also compare PointWake CRM plans.