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Leads and Sales

Pipeline Management

See a visualization of the current number of leads, opportunities, work orders, estimates, and invoices you're working on.
Instant Demo Access
Sales Performance Tracking
Stay motivated by keeping an eye on your sales numbers, including total income, lead acceptance rate, leads per month, and much more -- all in a single dashboard.
Lead Funnel
Visualize the progress your leads are making as they move through the buying process.
Leads from WebForms
All leads from ServiceMonster WebForms are funneled into the Leads tab, with lead source automatically assigned.
Leads from the API
Capture contact information from prospects and customers who visit your website.
Leads from the Marketplace
Use apps in the ServiceMonster Marketplace to gather leads right from your website.
Opportunities
Track leads and easily move them as they progress through the sales funnel.
Opportunity Aging
Identify what stage you're at with each lead, including how many days the lead has been open and how many days have past since initial contact.
Opportunity Activities
Forget scribbling on sticky notes or napkins. Record information safely in ServiceMonster, and know at a glance where you stand with each lead.
Opportunity Value
Assign a value to each opportunity, so you can focus your energy on leads that have the greatest chance of converting.
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Bellingham, WA 98226