Workflow
One clean flow from first text to finished job.
SalePro keeps every lead, quote, follow-up, handoff, task, and payment tied to the right customer.
Sales command hub
SalePro
Lead to quote to project, without losing context.
New lead
AI captures details
Quote sent
Client view tracked
Follow-up
AI reminder
Project handoff
Scope + tasks
Profit
Payments + costs
Next steps
Owner + due date
Product screens
Dashboard, quotes, and projects built into one workflow.
The important screens look and feel connected because the work is connected.
Dashboard command center
TodayOpen leads
32
Quotes out
$190K
Visible profit
$66.5K
AI suggestions
Follow-Up Needed
8 leads
In Meetings
5 booked
Sold
2 jobs
Quote tracking
Client openedQuote
QT-2026-005
Bathroom + Kitchen ADU scope
Total
$190,026
Project card
Active jobSale
$202K
Costs
$70K
Profit
$132K
Payment stage
Site prep due
Change order
Hardscape approved
Task
Upload signed documents
Modules
Powerful parts. Simple labels.
Each module does one job clearly, then passes the work to the next step.
Lead Management
Capture, pipeline, cold lead alerts
Quotes
Branded PDFs + view tracking
Projects
Sold deals become organized work
Tasks
Next steps tied to the right record
AI Assistant
Drafts, summaries, daily suggestions
Payments
Deposits, vendors, change orders
Reports
Close rate, source ROI, profit
Team Access
Share only what each person needs
Start now
Get the sales-to-project workflow into one clean system.
Stop losing follow-ups, quotes, and project details between messages. Start your 14-day SalePro trial.