CRM + Pipeline

A clear view of every lead and next step.

Keep every homeowner, lead source, estimate, proposal, follow-up, and job handoff organized inside one HomeVision pipeline built for contractor sales teams.

Book a tailored demoView HomeVision plans

Who this is for: Owners, sales managers, estimators, and office coordinators managing active opportunities.

CRM + Pipeline

Every opportunity, organized
Demo

New inquiry2

Proposal sent2

Ready to build1

CM
Selected customer

Casey Morgan

Bathroom quote request

$15,450
Owner
Sam Lee
Next follow-up
Review finishes · Today

Made for the work

What you can do with CRM + Pipeline

  • See the opportunity pipeline

    Follow incoming leads, active estimates, and proposals so reps and managers can see what needs attention.

  • Give each lead an owner

    Keep the lead source and responsible team member visible as an opportunity moves through the sales process.

  • Keep the conversation together

    Review notes, activity, and follow-up tasks beside the customer record before the next call or visit.

  • Hand off a complete job

    Bring the sales history and approved scope into scheduling, materials, and payment workflows.

How it works

How CRM + Pipeline works

  1. 01

    Capture the opportunity

    Capture web leads, call-ins, referrals, and manually entered opportunities in one shared pipeline.

  2. 02

    Assign an owner

    Assign each opportunity to the right rep, estimator, office user, or manager without losing ownership context.

  3. 03

    Follow the conversation

    Track notes, calls, tasks, estimate status, proposal activity, and payment checkpoints from the customer record.

  4. 04

    Hand off the job

    Move approved jobs into scheduling, materials, and payment workflows with the full sales history attached.

In practice

Know what needs attention before the next call.

HomeVision gives the entire team one shared view of where every opportunity stands, what happened last, and what should happen next.

  • Owners reviewing which jobs are close to signing this week
  • Sales managers spotting stale follow-ups before leads go cold
  • Office teams preparing approved jobs for production without asking reps for missing context

Related modules

Keep the next part of the job connected.

Instant Quoter

Capture better project details from your site, qualify homeowners faster, and route quote requests into your HomeVision CRM.

Proposals

Turn approved estimates, roof report details, visuals, and package options into polished proposals homeowners can review and approve.

Scheduling

Coordinate appointments and approved work from the same HomeVision job record your sales and operations teams already use.

Map your sales pipeline inside HomeVision

Walk through CRM + Pipeline with the jobs and handoffs that matter to your team.

See CRM + Pipeline in a demoExplore the suite