Sales Pipeline

See the pipeline. Close the deal

Track every opportunity from first call to signed contract with a visual sales board, built-in activity tracking, and a direct handoff to operations. No spreadsheets. No guesswork.

Sales pipeline dashboard showing a large HVAC job for Company Corp with stages from First Call to Closed Won, including opportunity amount $25,000, budgeted cost $10,000, and 200 budgeted hours.

Trusted by 1,500+ commercial contractors across North America

Built for How Reps Work

Stop tracking deals in your head. Start here

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Full deal visibility

One visual board for every open deal. Drag, drop, and move work forward - fast.

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No more double entry

Shared database with BuildOps Core. No duplicate data. No wasted keystrokes.

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Handoff that sticks

Close the deal and it becomes a service agreement or project in BuildOps automatically.

Sales Command Center

A CRM that talks to your operations

Most CRMs live in a silo. CRM+ is built into your BuildOps tenant with shared customers, properties, and assets. No syncing, no switching, and no deals falling through the cracks.

Dashboard widget with financial data showing $60,378.32 in open accounts receivable and $184,373.98 in revenue billed over an orange industrial background with ducts.

Your Stages, Your Pipeline

Build custom pipelines for service agreements, projects, and quoted work. Set confidence at each stage and let the weighted forecast tell you what's coming.

Dashboard showing details for Large HVAC Job with $25,000 opportunity amount, $10,000 budgeted cost, 200 budgeted hours, and status Closed Won on March 10, 2026.

Never Miss a Follow-Up

Log calls, emails, and meetings. See overdue tasks, upcoming actions, and who needs a nudge, all in one view.

Schedule interface showing upcoming meeting with Mr. Ting on July 4, 2025 at 3 PM and a call to owner on July 7, 2025 at 2 PM, both related to contact Ting Kot and project Harvest Moon.

Forecast with Facts

Revenue forecasts that combine pipeline data, project costs, and budgeted hours, not gut feel.

Forecast section of PO 2963 showing a table with total and monthly revenue, budgeted cost, and budgeted hours for July to October.

Organizational Alignment

One pipeline, every role

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The Sales Leader

"We’re aiming higher. That means being more organized, more transparent, and way more responsive."

— Sales Leader

Pipeline health and rep activity, visible at a glance.

Two people discussing a blueprint on a wooden table with a calculator and a yellow safety helmet nearby.
The President

"With BuildOps, we can out-inform competition with cleaner quotes and answers before they even ask them."

— President

Sharper quotes and faster answers better pipeline management, without adding headcount.

Construction worker wearing a yellow hard hat and plaid shirt using a red power planer on wood inside a wooden frame building.
The Estimator

"We're more efficient. We're able to get more quotes out the door."

— Estimator

Create quotes with photos, your pricebook, and field context built in.

Proven Results

Real impact for sales-driven contractors

50%
increase in revenue

"We've seen an increase in day-to-day operations efficiencies that's going to add up to significant savings in time and energy over the course of a year."

"If we didn't have BuildOps and the additional cyber security they give our company, we would be dead in the water."

"The ability to produce reports either on an individual job basis, a quarterly basis, or a project basis is something we'd never seen before in other software that we've used."

75%
time saved in receivables

"We've cut down in our receivables from about 120 days to 30 days on average."

30%
growth in staff

"Before we knew it, we were seeing quicker turnaround times on job closeout and a huge improvement in the time it took for quotes to be accepted by our customers."

30%
increase in revenue

"With BuildOps, we feel like we can go after anything. The sky is the limit as far as the size of the project."

50%
increase in efficiency

"BuildOps gave us an all‑in‑one system for both service and projects. Once we saw that, it was a no‑brainer."

"With the integration of BuildOps and Sage Intacct, our accounting system, we've been able to speed up the time it takes for us to bill customers."

300%
growth

"Our consulting division increased 300% because we were able to free up more time from the office to help other customers."

Service 1st
2x
faster invoicing

"Sometimes systems promise you the moon, then you use them and see the weaknesses. It's been the exact opposite with BuildOps. Everything we wanted it to do, it could do."

"We used to be two weeks behind on job costing. Now we're up to date daily."

What makes BuildOps different

Built from the ground up for contractors who run projects, service, and everything in between. Not adapted. Made for the work.

Commercial work isn't an add‑on

Most platforms started in residential and stretched to fit. BuildOps starts with the complexity of commercial work.

Run the work in one connected system

Field, office, finance, and sales — all in one place. No duct-taped tools, no double entry, no dropped balls.

OpsAI is built in, not bolted on

OpsAI is already in your workflows. It recaps the day, calls out risks, and gives every role a clear next step.

Sales CRM interface showing a large HVAC job for Company Corp with opportunity amount $25,000, budgeted cost $10,000, and 200 budgeted hours, marked as closed won on March 10, 2026, with a closing call from 7:50 am to 8:50 am.

Built to Run Together

Pipeline management is just the start

Pipeline data feeds the entire platform. Won deals become service agreements automatically. Explore the modules that turn your sales wins into dispatched work and real revenue.

Sales & CRM features

Customer Mgmt

Track accounts, contacts, properties, and full asset history.

Pull-Through Work

Turn field visits into new opportunities for existing customers.

Quote to Contract

Price it, propose it, and capture signatures — all in one spot.

Sales to Ops Handoff

Won deals auto-convert to service agreements or project.

integrations

Your pipeline talks to your whole operation

CRM+ shares your BuildOps data (customers, properties, assets) and syncs with Outlook and Google calendars to keep every follow-up on track.

Common Questions

Your questions on sales pipeline management, answered

Can I customize my sales pipeline stages?

Yes. Build separate pipelines for service agreements and quotes. Each gets custom stages and confidence levels. Required fields keep deals moving with the right details for ops.

Does CRM+ support revenue forecasting?

CRM+ uses the same reporting engine as BuildOps. Track pipeline value, rep activity, and weighted forecasts, then use that data to project revenue and plan labor months ahead.

How does CRM+ help reps stay on top of follow-ups?

Each deal has a built-in log for calls, emails, and meetings. A global activity board flags what's overdue and what's coming next, so follow-ups happen on time and no deal goes cold.

Can CRM+ handle different sales processes for different types of work?

Yes. CRM+ lets you run separate pipelines for service agreements and projects. Each gets its own stages, confidence levels, and required fields tailored to that workflow.

How does CRM+ handle prospects vs. existing customers?

New accounts default to "Prospect" so sales data doesn't clutter your ops environment. Existing BuildOps customers are searchable in CRM+ with full history. Win a deal and the prospect becomes active.

Can I measure how my sales team is performing?

CRM+ includes pipeline dashboards, rep ranking reports, customer summary views, and activity tracking, all built on the same reporting engine as BuildOps Core. See who's closing, what's stalling, and where to focus.