Agent tools
Move every lead from inquiry to booked
See your whole book of business as a board — new leads, quotes out, wins, and the ones that got away. Drag a card to update its stage and always know exactly what needs a nudge today.
Client pipeline
Your whole pipeline at a glance
New leads, quoted, won, and lost — each in its own column, with the value of every stage right at the top. Drag a card forward as the relationship moves, no spreadsheet required.
- Drag-and-drop lead stages
- Pipeline value totaled per column
- The whole book of business on one board
Client pipeline
Never let a lead go cold
See at a glance which quotes are still sitting in 'quoted' and follow up before they slip away. The pipeline turns a pile of inquiries into a clear list of what to do next.
- Spot stalled quotes before they go cold
- Always know who needs a follow-up
- Turn inquiries into booked trips