Pipeline Management
Know where every opportunity stands. Nearleap's tracking tools show you your full pipeline—from new connections to scheduled consultations to closed jobs—so you can focus on what moves the needle.
75%
Contact
37%
Win Rate
2.3d
Avg Close
Industry research shows that 68% of contractors have no formal system for tracking leads and follow-ups, resulting in an estimated 20-30% of potential revenue lost to forgotten or mismanaged opportunities.
Every opportunity is tracked through clear stages—new connection, contacted, quote sent, consultation scheduled, job won. See exactly where things stand without spreadsheets or memory. Identify bottlenecks and opportunities instantly.
View your pipeline →New
Contacted
Quoted
Scheduled
Kitchen Remodel
2 days ago
HVAC Repair
Tomorrow
Bathroom Tile
Just now
Track your conversion rates at every stage. How many connections become consultations? How many quotes turn into jobs? Understanding your numbers helps you identify what's working and what needs improvement.
Explore analytics →36%
Overall Win Rate
Set follow-up reminders, get alerts for stale opportunities, and see which connections need attention. The system helps you stay on top of your pipeline so promising opportunities don't fall through the cracks.
Start tracking →Follow up with Sarah M.
Quote sent 3 days ago
Consultation tomorrow
Michael R. - HVAC
$25
Per Lead
$22
Avg (Business)
$625
Monthly
25
Leads/Mo
Know your costs to calculate true ROI
Client since Oct 2024
Recent Projects
Kitchen Remodel
Jan 2026
Bathroom Tile
Aug 2025
Organize your client relationships
Perfect! See you Thursday
Can you send the quote?
Thanks for the info
Sarah M.
Online
Hi! I need help with a leaky kitchen faucet. Are you available this week?
2:34 PMHi Sarah! Yes, I can come by Thursday at 2pm. Does that work?
Perfect! See you Thursday!
2:36 PMMove opportunities through your pipeline faster
The default stages include New, Contacted, Quote Sent, Consultation Scheduled, Job Won, and Job Lost. You can see where every opportunity stands at a glance.
Yes, your dashboard shows conversion rates between each stage, helping you identify where opportunities are won or lost in your process.
Some movements are automatic (like when you send a message or book a consultation). You can also manually update stages as you progress with each client.
Yes, you can export your opportunity data for use in external tools or for your own record-keeping.
Absolutely. View and update your pipeline from anywhere using the Nearleap mobile app.
