Step 1
Capture web leads, call-ins, referrals, and manually entered opportunities in one shared pipeline.
Product module
CRM + Pipeline
Keep every homeowner, lead source, estimate, proposal, follow-up, and job handoff organized inside one Home Vision pipeline built for contractor sales teams.
Who this is for: Owners, sales managers, estimators, and office coordinators managing active opportunities.
Contractor-focused pipeline board
Lead source and owner visibility
Customer timeline with notes and tasks
Sales-to-operations handoff context
Product-specific workspace preview
SellEstimateVisualizeDeliverGet Paid
CRM + Pipeline
Lead ownership, follow-up, and handoff visibility
Assigned repFollow-up todayStage health
New
2North Ave roof
Bathroom lead
Quoted
2Summit Dr
Maple reroof
Approved
2Harbor Ln
Deposit due
• Lead intake, ownership, and source tracking
• Pipeline views for reps, managers, and office users
• Customer history tied to estimates, proposals, and next steps
How CRM + Pipeline works
Step 2
Assign each opportunity to the right rep, estimator, office user, or manager without losing ownership context.
Step 3
Track notes, calls, tasks, estimate status, proposal activity, and payment checkpoints from the customer record.
Step 4
Move approved jobs into scheduling, materials, and payment workflows with the full sales history attached.
CRM + Pipeline deep dive
Most contractor CRMs lose the job context your team actually needs.
Leads come from websites, calls, referrals, ads, and repeat customers. Then notes live in texts, estimates live in spreadsheets, proposals live in PDFs, and the office has to chase sales for the handoff. Home Vision keeps the opportunity, customer, estimate, proposal, schedule, and payment context together.
Home Vision solution
A contractor CRM built around the path from lead to approved job.
Use Home Vision CRM as the shared record for every lead, rep activity, estimate, proposal, appointment, and payment checkpoint. Sales managers can see what is moving, reps know what to do next, and operations receives cleaner handoff context when the job is won.
How it works
A workflow your team can actually follow.
01
Capture the lead
Create or receive leads from quote forms, calls, referrals, ads, and manual entries.
02
Assign ownership
Route each opportunity by trade, territory, lead source, rep availability, or project type.
03
Track every activity
Keep notes, follow-ups, appointments, estimate status, proposal views, and next steps in one timeline.
04
Handoff the won job
Move approved work into scheduling, materials, invoices, and payments with the sales record attached.
Use cases
Built for the roles that move the job forward.
Owner
Review pipeline value, lead source quality, stalled deals, and upcoming collections.
Sales manager
Track rep follow-up, stage movement, and opportunities that need attention.
Office team
Prepare approved jobs for scheduling and payment without asking sales for missing details.
Key capabilities
The details that make the workflow useful every day.
Pipeline stages
Track opportunities from new lead to estimate, proposal, won, scheduled, and paid.
Lead source clarity
See which website pages, campaigns, referrals, or manual sources created each opportunity.
Rep accountability
Assign owners, queue follow-ups, and spot stalled deals before homeowners move on.
Customer timeline
Preserve calls, notes, estimate changes, proposal status, and payment milestones.
Sales-to-production handoff
Give office and operations teams the context they need after approval.
Manager visibility
Review pipeline health without rebuilding reports from disconnected spreadsheets.
Connected workflow
This page works best when it is connected to the rest of Home Vision.
Instant Quoter
Website quote requests land directly in CRM with project context attached.
Roof Reports
Roofing opportunities can carry report details into estimates and proposals.
Proposals
Proposal status stays visible from the same customer and opportunity record.
Scheduling + Payments
Approved jobs move into appointments, deposits, balances, and job readiness workflows.
FAQ
Questions teams ask before rolling this out.
Can I use Home Vision CRM before every other module?
Yes. CRM can be the starting point for organizing leads and follow-up before the full workflow is rolled out.
Does CRM track lead source?
Yes. The CRM copy and workflow are built around seeing where opportunities come from and what should happen next.
Can office users see sales context?
Yes. The goal is to reduce handoff gaps by keeping customer, estimate, proposal, and payment context tied together.
Outcome and use cases
Home Vision gives the entire team one shared view of where every opportunity stands, what happened last, and what should happen next.
- • Owners reviewing which jobs are close to signing this week
- • Sales managers spotting stale follow-ups before leads go cold
- • Office teams preparing approved jobs for production without asking reps for missing context
Related modules
Instant Quoter
Capture better project details from your site, qualify homeowners faster, and route quote requests into your Home Vision CRM.
View related module →Proposals
Turn approved estimates, roof report details, visuals, and package options into polished proposals homeowners can review and approve.
View related module →Scheduling
Coordinate appointments and approved work from the same Home Vision job record your sales and operations teams already use.
View related module →Map your sales pipeline inside Home Vision
Book a tailored walkthrough and we will map this module to your current sales, operations, and customer handoff process.