Leads

Every Enquiry, From First Call to Won

Track every enquiry on one board, log every call and note against it, and turn the ones worth pricing into a project and estimate in one click.

Core Estimator leads pipeline board with an open lead showing its calls, emails, notes and files

Pipeline

Your Whole Pipeline on One Board

Drag and Drop
Move a lead to its next stage by dragging the card. It saves straight away.
See What It's Worth
Each stage shows how many leads are in it and the total of their budgets.
Your Stages, Your Sources
Rename, recolour and reorder stages to match how you sell, and track where every enquiry came from.

Activity

Nothing Lives in Someone's Head

Calls, Emails and Meetings
Log each conversation against the lead, backdated if you're catching up after the fact.
Notes With Files
Attach site photos, sketches and plans to the note that explains them.
Who and When
Every entry is stamped with who logged it and when, so anyone can pick up the enquiry.

Conversion

From Enquiry to Estimate in One Click

Start Estimate
Create the project and estimate in one step, with the client, address, brief and budget carried across.
No Tyre-Kickers in Projects
Nothing is created in Projects until a lead is worth pricing.
Linked to the Job
Converted leads show their estimate number and open straight to it.

See it in action

Drag a lead, the totals follow

Google Reviews Rated 5.0 on Google
"Our business requires a very smart estimating package for detailed architectural homes, and Core Estimator delivers this in spades."

Mark Loader — Director, Bricon PTY LTD

"The software has helped me win jobs with better quote presentation, while also saving time and improving my estimating system."

Matt Petrou

Ready to stop losing enquiries?