From website click to signed contract — one funnel, every salesperson touch tracked, nothing dropped.
Agent 03 owns the pipeline. It takes the lead the moment Agent 01 hands it over, sends the welcome email, tracks your salesperson through site visit, design estimate, and contract — and the second the signature lands, the entire project spins up by itself.
Every capability below runs inside your company’s private workspace — your data, your pricing, your subs, never shared.
Every lead moves through a tracked pipeline: New → Contacted → Site Visit → Estimate → Contract. You see exactly where every deal sits and how long it’s been there.
New website leads get a personal welcome automatically, with your salesperson copied — first contact happens while the lead is still on your site.
Site visits, calls, and follow-ups are logged against each deal. Stalled deals get flagged before they go cold.
The accepted estimate becomes contract CON-2026-NNN automatically — numbers, terms, and draw schedule filled from the deal.
Contracts go out for signature electronically and come back signed the same evening.
A signed contract creates the project record, seeds the payment draw schedule, and emails the welcome packet — before you’ve finished your coffee.
Agent 03 is one of thirteen specialists that run your pool company’s marketing, production, and back office together.
Get early access Meet all 13