Organize Sales Opportunities and Schedule Work with
PEP’s Pipeline and Calendar
Managing multiple sales opportunities can be difficult without an effective tracking system in place. PEP’s Pipeline and Calendar are here to help organize sales opportunities, manage customer relationships, and schedule work.
Pipelines help you manage customer relationships during the sales process by making it easy for you to quickly see the status of your leads. PEP organizes your customer contact information, so you can access phone numbers and email addresses instantly. After an opportunity is won, schedule work on PEP’s calendar and monitor the work in progress. PEP’s Pipeline and Calendar are valuable tools to help you track sales opportunities from start to finish. More importantly, everything is in one place. These tool keep you organized and save you time!
$10/month with PRO Subscription
Track and Organize Sales Opportunities
Which leads do you need to call?
Who’s waiting for an estimate?
What bids do you need to follow up on?
Things are clear with PEP.
No more rifling through information to find client details. Everything is at your fingertips!
PEP’s Pipeline provides a visual representation of your leads, estimates and work in progress. This allows you to easily track and organize sales opportunities from start to finish.
PEP’s Calendar is your go-to-place to schedule work, estimates, and other events for you and your crew. As a result, everyone knows where they need to be and when.
PEP’s Pipeline and Calendar give you a professional edge over your competitors.
The Pipeline is valuable to your sales process because it gives you a clear path to follow. You will be able to track and organize sales opportunities from start to finish. You’ll know which leads to contact, who is waiting for an estimate, and who to call to follow up on bids. And because PEP organizes customer contact information, you can access phone numbers and email addresses instantly. When an opportunity is won, the job automatically moves to a second pipeline so that you can track its progress all the way to completion.
Organize work on PEP’s Calendar by assigning jobs to specific crew members. This makes it easy to see where your team is each day. The goal is to establish systems to manage your customers and work smarter. This organization is key to running a successful business.
$10/month with PRO subscription
Make PEP’s Pipeline and Calendar tools a piece of your system
Check out these helpful videos:
Learn how to organize sales opportunities and schedule work using PEP’s Pipeline and Calendar.