Leads and sales pipeline for portable sanitation
From request form to won job, typed in once.
A request off your website lands on the board as a lead, with what they asked for. Work it, quote it, win it, and it becomes the customer your office schedules.
One lead, start to finish.
Pinnacle Development's Sheffield Crossing job, from the form to the customer list.
1The form asks what you'd ask
Event or project, date, headcount, location, and the units they tap from your catalog. They can attach a site plan or photos. Put it on your website or share the link.2Every call and site walk on the lead
Log the call, the meeting, or the site walk with what comes next, and the whole team reads the same timeline. Email from the lead leaves from the rep's own inbox, and the reply threads back. On the Growth plan, put the lead in a follow-up sequence and the next emails send on schedule from that inbox, each with an unsubscribe link.Email from your inbox3Plan the site before it's yours
Drop pins for the restrooms, the handwash, the service gate, and the low limb on the satellite map, right on the lead. The pins carry over when the lead converts, ready to pull into the quote.Venue blueprinting4Won. Now it's a customer
Convert it, and the notes, tasks, quotes, and contacts move to a new customer record. Add the deal when there's revenue on the table, and it stays on the customer as won history.Quotes and invoices
The follow-up lives on the lead.
Nobody keeps the pipeline in their head or in a notebook on the dash.
- Owner and tasks
- Give each lead an owner. A callback Thursday at 2 or a site walk next week goes on the lead as a task with a due date and time.
- Calls and meetings
- Log a call with its direction, how long it ran, and how it went: connected, voicemail, no answer, follow-up scheduled. A meeting is in person, by phone, by video, or a site visit.
- Where it came from
- Website form, your own sources like the chamber of commerce or a home show, or a driver. Turn on Quick Leads and a driver who passes a subdivision breaking ground logs it from the app: company, phone, location, estimated units, a note. It lands on the board as a driver field referral, assigned to the owner you pick.
- Lost, with a reason
- A deal that gets away is marked lost as price, timing, competitor, or no decision, with a note on what happened. Leads and deals download to CSV, all of them or just the filtered view.
Next year's festival is a deal, not a lead.
Phase 2 of the subdivision, the county fair coming back in August, the contractor who wants six more units on a new pad: each one is a new deal on the customer you already have, worked on the same board with the same stages.
The won deals stay on the customer's Pipeline tab, so the history of how the account grew is one scroll.
Questions operators ask
Which plan includes it, and can I change the stages?
Every plan. Leads and deals start on Starter, and every plan has unlimited users, so there is no per-seat CRM bill. Every account starts with New Lead, Contacted, Qualified, Won, and Lost, and you can build more pipelines with your own stages, say one for events and one for construction.
Does the form work with my website?
Paste the embed code into your site, or share the hosted link with a salesperson or referral partner. Either way, each submission lands on the board as a new lead.
Will I know when a request comes in?
Yes. Each form submission emails your office address with what they asked for, any files they attached, and a View Lead button. Reply to that email and you are answering the prospect.
Can I bring my pipeline over?
Yes. Lead Import takes a spreadsheet with title, customer, value, close date, source, stage, owner, and notes, and shows each row before it goes in.
Works with
