Stop losing leads. Track them all.
Drag every lead across a kanban pipeline you control. Keep contact info, lead source, and internal notes in one customer profile. When a returning client calls, pull up their full history in two seconds. Nobody falls through the cracks.
Why this matters
The leads on the back of business cards. The voicemail you forgot to call. Done.
No more guessing where leads stand
A kanban pipeline shows every lead at a glance. Drag them across the board as the relationship moves. No spreadsheets, no missed follow-ups.
No more "who is this again?"
Every lead has a profile with contact info, internal notes, and full project history. Pull it up before you call back.
No more "where did that lead come from?"
Tag every lead with its source. Referral, Google, Instagram, that yard sign. Spot what's actually working and double down.
A pipeline that fits your hustle.
Default stages work out of the box: New, Contacted, Quoted, Won, Lost. But your sales process isn't a textbook. Rename them, add new ones, change the order, archive what you don't need. Drag a lead from one stage to the next and watch the pipeline value update.
- Custom stages with your own names. Reorder by dragging the handle. Color-coded so the board reads at a glance.
- Lead counts per stage so you can see at a glance where everyone is and what needs a follow-up.
- Drag to advance. Move a lead from Quoted to Won and the customer record updates automatically.
Every customer, one profile, full history.
Phone numbers, addresses, notes from your last call, the dog's name. Then every project, estimate, invoice, and message they've ever had with you. When a returning client calls about that addition you talked about three years ago, you've got the receipts. Literally.
- All the contact info plus internal notes that never reach the client. Star the VIPs for quick filtering.
- Full project history with every estimate, invoice, and contract attached. No more digging through emails.
- Lifetime value at a glance. See total revenue per customer and spot your most valuable repeat clients.
Tag every lead with where they came from.
Whenever a new lead comes in, tag them with how they found you. Referral, Google, Instagram, that yard sign in their neighbor's yard. The tag stays on the customer record forever, so when you scroll your CRM you can spot the patterns yourself. Which neighbors are sending the most work? Which marketing isn't pulling its weight?
- Source tag on every lead picked from a list of options you control.
- Add new sources anytime. Marketing changes, your tag list changes with it.
- Source visible right on the lead card so you can see at a glance who's coming from where.
Customers, projects, money. All connected.
Every estimate, project, contract, and invoice ties back to the customer record automatically. Open the customer, see everything. Open the project, see the customer. Stop maintaining the same info in three different places. Everything stays in sync because it's all one record.
- Update an address once and it propagates to every project, estimate, and invoice for that customer.
- Won customer = ready-to-go project. When you mark a lead Won, the project is one click away.
- Revenue per customer calculated automatically across all their projects and invoices.
"I tried Salesforce. I tried HubSpot. They're built for people whose job is selling. Mine isn't. BuilderBase is the first one I actually open. The pipeline shows me what I forgot to follow up on, then I close my phone and go back to work."
Stop losing leads. Start closing them.
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