Close More Deals
Track every opportunity from lead to signed contract.
Lead
New opportunities
Contact Made
Initial conversation
Inspection Set
Appointment booked
Inspected
Property assessed
Estimate Sent
Proposal delivered
Negotiating
Working terms
Contract Signed
Deal closed!
Seamless Handoff
Deliver Every Job
Manage every job from material order to final payment.
Contract Received
Signed deal enters
Material Ordered
Supplies on the way
Scheduled
Crew assigned
In Progress
Work underway
Quality Check
Final inspection
Complete
Job finished
Invoiced
Payment requested
Built for Roofing Operations
Everything you need to manage sales and production in one place.
Drag-and-Drop Boards
Visual pipeline management. Move deals between stages with a simple drag.
Stage Gates
Require photos, signatures, or approvals before advancing to the next stage.
Team Assignment
Assign reps to deals, crews to jobs. Everyone knows their responsibilities.
Scheduling
Built-in calendar for inspections, installations, and follow-ups.
Automated Reminders
Never forget a follow-up. Automatic notifications keep deals moving.
Pipeline Analytics
Track conversion rates, cycle times, and revenue by stage.
Every lead is tracked from first contact to close.
Stage gates and automation keep deals moving.
See every deal, every crew, every job at a glance.
Connected to Everything
Pipelines integrate seamlessly with all Kestrel features.