Sales Pipeline

Every deal on one board.

A drag and drop kanban for leads, estimates, and jobs. See where each deal is stuck, forecast revenue, and never lose a follow up in your inbox again.

  • Drag and drop kanban
  • Weighted revenue forecast
  • Stale deal alerts
renovate.app/pipeline

Lead

2

Rossi kitchen

$42k

Choi bathroom

$18k

Estimating

1

Chen full reno

$96k

Won

2

Ali bath refresh

$16k

Silva basement

$62k

Forecast. July$164k

Sales visibility, without spreadsheet chaos

Everything a construction sales pipeline needs. Nothing a HubSpot sized team would.

Drag and drop kanban

Move deals between stages with a drag. Every stage change is timestamped and shows up in the client's activity feed.

Weighted revenue forecast

Each deal has estimated value times probability of close. See the total for this month, next month, and next quarter at a glance.

Stale deal alerts

Set a rule per stage (for example, 'ping me if a Lead is idle for 3 days') and never let a hot lead go cold in your inbox again.

Save any view

Filter by trade, project type, deal owner, close date, tags, or estimated value. Save your favorite views as tabs across the top.

Full loop with estimates

Every estimate lives on a deal. Client accepts and auto moves to 'Won'. Invoice sent means 'In Progress'. Paid and punched means 'Complete'.

One click actions

From the card. Send estimate, send invoice, log a call, schedule a follow up. No deep linking, no context switching.

From lead to close, in one view

1

Every lead becomes a deal card

A form submission, a referral, a phone call. Every lead lands on the pipeline as a card with contact, trade, project value, and next step reminder.

2

Drag through stages as it progresses

Contacted, Estimating, Estimated, Won. Each drag timestamps the change on the client's activity feed automatically.

3

Forecast and close on autopilot

See weighted revenue for this month, next month, and next quarter. Stale deal alerts remind you to follow up before the deal dies.

Renovate Pipeline vs the alternatives

CapabilityRenovateSpreadsheetHubSpot or Pipedrive
Drag and drop kanbanNo
Contractor specific stagesManualManual
Estimates and invoices bundledNoNo
Stripe Connect payoutsNoNo
Auto follow up remindersNo
Renovate AI (photorealistic room mockups)NoNo
Monthly price$29.99$0$50 plus

Frequently asked questions

What is a sales pipeline for contractors?+

A sales pipeline is a visual view of every deal you're working on, grouped by stage. Lead, Estimated, Won, Job In Progress, Complete. It's the difference between running your business from a spreadsheet and running it from a system.

Can I customize the pipeline stages?+

Yes. Renovate ships with a sensible default (Lead, Contacted, Estimating, Estimated, Won, In Progress, Complete, Lost) and you can rename, reorder, add, or delete any stage from Settings then Pipeline.

Does it show forecasted revenue?+

Yes. Each deal has an estimated value plus probability of close (which auto adjusts based on stage). The pipeline footer shows total weighted forecast for the current month and next 3 months.

Can I get reminders on stale deals?+

Yes. Every deal has an 'idle for' timer. Set a rule (for example, 'if a Lead is idle for 3 days, notify me') and Renovate pings you the moment a deal goes cold.

Does it work with the estimate and invoice flow?+

Every estimate lives on a deal. When the client accepts, the deal auto moves to 'Won'. When you send the invoice, it becomes 'In Progress'. Fully paid and milestones complete equals 'Complete'.

Can I filter by trade, project type, or salesperson?+

Yes. Filters cover trade, project type, deal owner, expected close date, tags, and estimated value range. Save filter views for the segments you care about.

Bring every deal into focus.

Pipeline is included in Renovate Pro at $29.99 per month, with unlimited deals and forecasts