Sales CRM
A clear next step for every opportunity.
Preconstruction sales run for months across several people. Without one record of owner, stage, and next action, follow-up depends on memory.
What it does.
- Lead review and qualification into one linked opportunity
- Contacts with roles: homeowner, partner, architect, designer, owner's representative
- Stages, estimated value with its basis, next action, tasks, and consultations
- Proposal link and status without an estimating product
- Won, lost, and nurture outcomes with reasons and history
- Choose the sales system of record: manage sales here or transfer to your existing system and stop FoundingSite follow-up at the recorded transfer
From lead to proposal
Demonstration with labeled sample data. It resets to a clean state and never sends a real message.
- Qualify a lead
- Create one opportunity with a referred architect and the homeowner attached
- Assign a task
- Record a consultation
- Move to Proposal
What this page must prove
Estimated pipeline value is never earned revenue; plan pipeline counts match pricing: 1, 3, or 99.
Related
Make your next impression count.
Open a complete sample website, then choose a plan when you are ready. Billing starts when you subscribe, not when you publish.
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