Leads · clients · tasks
Will this keep my pipeline straight?
Leads, stages, tasks, and the whole client history — in the same place the money lives. Nothing about a job lives in a separate spreadsheet, a separate inbox, or your head.
Built for how you sell
Stages that match how service work actually sells.
A lead comes in, gets contacted, gets a quote, and either closes or doesn’t. QuoteHQ’s pipeline is built around that shape instead of forcing a generic sales funnel on top of it. Move a lead a stage at a time, see exactly where every deal sits, and know at a glance what needs a call today.
One trail, not four
The client record has everything.
Open a client and see every quote you sent them, every invoice, every visit, every email — in order, on one page. You’re never hunting across three tabs to answer “did we already bill this?” or “what did we quote them back in spring?”
On the client page
- Proposals & quotes
- signed or open
- Invoices
- sent or paid
- Visits & jobs
- scheduled or done
- Emails & activity
- every send, logged
Nothing to remember
Tasks that don’t live in your head.
Every lead and client can carry its own tasks and follow-ups, attached to the exact record they belong to. Nothing rides on remembering to check back in three days — and for the follow-ups you send the same way every time, automation can send them for you.
Keep every promise you made a client.
Start free and see your pipeline, your clients, and your tasks in one place.