The whole sales journey: pipeline, leads, opportunities, quotes with automatic pricing, an approval workflow and vendor quotes.
INCLUDED IN YOUR PLAN · UNLIMITED USERS · AURORA INSIDE
A stage-by-stage opportunity board, color-coded, with time-in-stage tracking (it flags when something stalls) and an owner.
Incoming leads — including public capture forms — flagged as new until someone follows up.
Built on a single screen: pricing assembles itself from the rate card, profiles and vendor quotes. Draft → In approval → Approved → Sent → Won, comparable versions, email delivery and a public link for the client.
A workflow to review and approve quotes with the full breakdown of costs, fee, financing and margin — plus a conversation thread with whoever built it.
Third-party quotes linked to each opportunity, feeding into the quote price.
The funnel shows the amount at each stage; opportunities feed the cash projection.