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.

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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.
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?

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