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PIPELINE

A sales pipeline built for renovation contractors.

See every lead and job on one board, from first call to won. Deals move on their own when you send an estimate.

Your own stagesValue on every cardUSA and Canada
PIPELINE12 deals, 5 stages
Live
Lead, Ruiz bath$9,800
Estimated, Chen kitchen$24,580
Won, Lindqvist deck$40,770
In progress, Harbor addition$68,400
Open value$143,550
5 stagesAdd a client
Chen moved to EstimatedEstimate sent a minute ago
New leadOkafor, basement, $31,000
One boardEvery client by stage, so nobody falls through.
Moves itselfSending an estimate moves the deal for you.
Value and priorityThe biggest jobs stay at the top.

From lead to won in three steps.

Simple enough to use every day, built around how you actually sell.

1

Add the lead

Create the contact and drop them into your first stage. Their details, notes and documents stay on one record.

2

Send the estimate

Create an estimate and the client moves to Estimated automatically, so the board stays honest.

3

Win it and bill it

When the client says yes, drag them forward and start billing in milestones.

Everything you need to see where every job stands.

A board that knows your jobs, not a spreadsheet you have to babysit.

Your own stages

Name, color and order the stages so the board matches how you sell.

Drag to move

Move a client to the next stage with a drag. No forms, no extra clicks.

Moves when you send

Create an estimate for a client and they move to Estimated on their own.

Value and priority on the card

Each card shows the project value and the priority you set, so the hottest jobs stand out.

More than one pipeline

Run separate boards for remodeling and repairs and switch between them in one click.

Owner and source

Record who owns each deal and where the lead came from, so you can see what brings in work.

Open pipeline value$143,550
12 deals across 5 stages
Lead2 deals $40,800
28%
Estimated2 deals $41,780
29%
Won1 deal $40,770
28%
In progress2 deals $80,700
56%

Win the job. Run the job. Know where it stands.

Every deal sits on a board that updates itself as the work moves, with the value of each stage on top.

New contacts land in LeadNo sorting by hand, ever.
Estimates and invoices one click awayOpen the document from the card.

From a new lead to a paid job, on one record.

The board links to the contact, the estimate and the invoices, so a click on a card opens the whole story.

Sign up free
New lead
Okafor
Estimate sent
$31,000
Won
Signed
Paid
$31,000

Works with the rest of Hello Renovate.

Pipeline is one tool in a set that shares one client record.

Contacts

One record per client with the full history.

Explore Contacts

Estimates

Build quotes from your price book and get them signed.

Explore Estimates

Schedule and tasks

Crews, site visits and deadlines on one calendar.

Explore Schedule and tasks

Pipeline questions, answered.

Short answers. Anything else, just ask us.

What is a sales pipeline?

A pipeline is a board that shows every client you are working with, grouped by stage, from a new lead through estimating and won work. It shows at a glance who needs a follow up.

Can I set up my own stages?

Yes. Stages have their own names, colors and order, so the board matches how you sell.

How do clients move between stages?

Drag a client card from one stage to the next. When you create an estimate for a client, Hello Renovate also moves them to Estimated for you.

What is shown on each card?

The client name and contact details, the project value and the priority you set, so you can decide who to call first.

Can I have more than one pipeline?

Yes. Create separate pipelines, for example one for remodeling and one for repairs, and switch between them on the board.

Is the pipeline included in the price?

Yes. The pipeline is in Pro at $29.99 a month and in Pro Plus at $59.99 a month.