Prospect Management
Track potential customers through the pipeline (from lead source to qualification to one-click conversion) with quotes that follow them across when they become a customer.
- Pipeline separate from customers
Prospects have their own section. They only move to the customer list when they convert. The customer list stays clean and accurate.
- Quote prospects directly
Issue quotes to prospects before they're customers. When they convert, the quotes follow them automatically, no re-creation.
- Source every lead
Each prospect tracks its lead source (website, referral, trade show, cold call). Know which channels drive business over time.
- One-click conversion, data intact
Click Convert and all contacts, quotes, and history transfer to a new customer record automatically, no re-keying, no lost context.
What it does
Tracks potential customers (prospects) through a simple pipeline, from initial contact through qualification to conversion into a full customer record. Each prospect stores company details and lead source, can receive quotes before they become a customer, and converts to a customer with one click when they're ready, carrying across all their data, contacts, and quotes automatically.
What it replaces
Replaces tracking leads in a spreadsheet, email folder, or CRM that doesn't connect to the order system. Without this, prospects are either created as customers prematurely (cluttering the customer list) or tracked outside the system entirely (losing the connection when they do convert).
Who it's for
Any business with an active sales pipeline, where new leads come in from trade shows, website enquiries, referrals, or cold outreach and need to be tracked before they become paying customers. Particularly valuable for distributors and wholesalers where the sales cycle involves quoting before committing, and where tracking lead source helps measure which channels bring in business.
What problems it solves
- Prospects are mixed in with paying customers. Prospects have their own section in the sidebar, separate from customers. They only move to the customer list when they convert, keeping the customer list clean and accurate.
- Can't quote a prospect without creating a customer record first. Quotes can be issued directly to prospects. When the prospect converts, their quotes automatically transfer to the new customer record, no re-creation needed.
- No record of where leads come from. Each prospect tracks its source (website, referral, trade show, cold call) so you can see which channels bring in the most business over time.
- Converting a prospect to a customer means re-entering data. One-click conversion creates the customer record and moves all contacts and quotes across automatically. The prospect is marked as "converted" with a timestamp for the record.
- Lost leads disappear without a trace. Prospects can be marked as "lost" with a reason, keeping a record of leads that didn't convert, useful for follow-up campaigns or understanding why deals fall through.