Programs

What can the Pipeline do?

"Due to how busy dealers are, most Pool and Spa dealers write a single email response to a sales inquiry and that is it. Lost in outlook forever after that. This means they are not selling, they are order taking and leaving thousands of dollars on the table for a more proactive sales driven competitor"

The Pipeline is designed for Pool and Spa dealers to effectively manage everything to do with a lead.  From lead management, to easy quoting to sale conversation. Never lose track of that lead again using the Pipeline designed for Pool and Spa Dealers.



Gateway
The gateway is tool to qualify and assign all
leads from one central dashboard.

Pipeline View
Every service and sales associate has their own PIpeline
where they can easily manage and see the status of every lead that has been assigned to them.


Lead Panel
The lead panel manages a specific lead.  Add notes, 
change the lead status, archive lead for later point, mark as dead lead, set email reminders and more. 

Direct Email
Email lead directly from your lead panel. The content of the email is logged in the PIpeline and launches your desktop email client to send so the email is logged in both areas.


Autosell
Set Autosell from your lead panel. Autosell will queue 
emails for sending to your leads as followups so you do not have to remember.  Let it sell for you!

Quoting
Interactive touch screen quoting tool can be launched from every lead in system. Quote Pools, Hot Tubs, Swim Spas and Equipment. Quotes are stored as PDF's and placed on website in a secure client portal automatically. 

New Age Customer Experience
Designed for 10 inch tablet, a touchscreen experience to build and design pools, hot tubs and swim spas right in front of the customer. Allow them to be part of the experience. Give them something they are not going to get anywhere else. 

Customization
Easily customize your sales cycle stages, lead classes and auto sell messages from easy to use dashboards.
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