Custom construction sales pipeline
Track leads through estimating, proposal and contract stages in a configurable table or Kanban pipeline built for the home-building lifecycle.
Custom construction sales pipeline: how it works in Home Builder Software
Every open sales case sits on one board here, from the first inquiry to the signed contract, followed by the phases of running projects. Nobody has to keep a private list of who was called last week. The table view sums the volume behind each stage, the Kanban view shows the same cases as cards, and both read from the stage definition the company itself controls.
Administrators open the stage configuration and rename, reorder and recolor the four core stages for lead, estimating, proposal and contract, then add as many stages of their own as the business needs. A stage already in use cannot be deleted. Dragging a card to another column resets the time-in-stage counter, so the age you read is always the age in the current stage. Row color follows the next-step label, and the wording and status symbol stay legible next to it.
The contract stage is the one controlled exit. Converting a won case writes the project, its contract value and its responsible person in a single step, closes the case as won, and attaches the estimate and the signed proposal to the new project so their history travels with it. Where the estimate already carries priced lines, the project budget is built from them, and the office never retypes a figure that was agreed in sales.
Custom construction sales pipeline in the daily routine
An administrator shapes the board once, naming the stages the way the company already talks about them and defining the next-step labels under settings. After that the board belongs to whoever owns sales: cards are pulled forward as an estimate goes out or a customer signals interest, and each card links straight to the underlying lead file. When a contract stage card is finally moved to won, conversion hands project, value and responsibility to the site side of the business.
Read the documentationCustom construction sales pipeline: what it covers
Rename, reorder and color pipeline stages for the company
Move opportunities by drag and drop while preserving time-in-stage
Convert a won contract into a project with value and responsibility
Custom construction sales pipeline: questions and answers
Can we add our own pipeline stages?
Yes. Administrators can add, reorder, rename and color custom stages; stages in use are protected from deletion.
What happens when an opportunity is won?
The controlled conversion creates the project with its contract value and responsible person and closes the opportunity as won.
Use Custom construction sales pipeline on your own projects
A demo runs on a project that resembles yours, with the roles and permissions your team actually uses.