💼
$229,700
Open pipeline value
▲ 18% vs last month
🎉
$41,200
Won this month
▲ 2 jobs booked
📥
128
New leads (30d)
▲ 34%
📅
41
Appointments (30d)
▲ 22%
Pipeline by stage
Sales Pipeline ▾New Lead
12
$118,500Qualified
6
$54,000Estimate Scheduled
4
$38,000Proposal Sent
3
$19,200Won (Job Booked)
2
$41,200My tasks
4 dueCall back Maria Reyes — kitchen quote
TodaySend proposal to T. Nowak (addition)
TodayConfirm Fri 2pm site measurement
TomorrowFollow up: SNS Realty new build
Jul 18Recent activity
💬
New web chat from a visitor on your site — AI captured the lead and their number.
4 minutes ago
📞
Missed call text-back sent to (847) 555-0140 automatically.
22 minutes ago
📅
Appointment booked: Kitchen Design Consultation — Maria Reyes, Thu 10:00 AM.
1 hour ago
⭐
New 5-star review from D. Klein after a completed closet job.
3 hours ago
MR
Maria Reyes
(847) 555-0140 · SMS
Hi, I saw your kitchen remodels online — do you cover Evanston?10:02 AM
Hi Maria! Yes, Evanston is right in our service area. Would you like a free in-home consultation?10:02 AM · AI Assistant
Yes please, sometime this week?10:04 AM
Great — I have Thursday at 10 AM or Friday at 2 PM open. Which works?10:04 AM
Thursday 10 works!10:05 AM
Booked! You'll get a confirmation and a reminder the day before. See you Thursday 🎉10:05 AM
Upcoming appointments
This week🎨
Kitchen Design Consultation
Maria Reyes · Thu Jun 18, 10:00 AM
📐
Site Measurement
T. Nowak · Fri Jun 19, 2:00 PM
🚪
Showroom Visit
J. Park · Mon Jun 22, 11:30 AM
Your calendars
🎨
Kitchen Design Consultation
30 min · Mon–Fri 8–5
📐
Site Measurement
60 min
🚪
Showroom Visit
60 min
🏗️
Installation Walkthrough
60 min
Contacts
3,243 total · Smart List: All| Name | Phone | Tags | Lead source | Added |
|---|
Sales Pipeline· Open value $229,700· 27 opportunities
New Lead 12
$118,500
SNS Realty — New Build
$100,000
Maria Reyes
$18,500
Qualified 6
$54,000
J. Park — Master Bath
$32,000
L. Romano
$22,000
Estimate Scheduled 4
$38,000
T. Nowak — Addition
$56,000
Proposal Sent 3
$19,200
B. Okafor — Kitchen
$19,200
Negotiation 2
$28,500
A. Schmidt — Closet
$14,500
Won (Job Booked) 2
$41,200
D. Klein — Closet
$41,200
Workflows
7 active · 3 draft⚡
New Lead Nurture (Fast 5) — Claim Offer
Trigger: New lead created
34 enrolled
Published📅
Appointment Confirmation + Reminders
Trigger: Appointment booked
12 enrolled
Published🔁
Appt No-Show Recovery
Trigger: Appointment no-show
2 enrolled
Published⭐
New Sale — Send Review Request
Trigger: Opportunity won
8 enrolled
Published🌱
Long-Term Nurture
Trigger: No decision in 14 days
61 enrolled
Published🧹
Stale Leads Re-engagement
Trigger: No activity 30 days
140 enrolled
Published📲
Personal Text Alert — New Lead
Trigger: New lead created
Internal
Published♻️
Reactivation Sequence — Win-Back
Trigger: Tag · past-customer
0 enrolled
Draft4.8
★★★★★
142 reviews · Google & Facebook
Recent reviews
Auto-requested after each jobMR
★★★★★
Maria R."Beautiful kitchen and so easy to work with. The whole process was smooth from quote to install."
JP
★★★★★
James P."Showed up on time, finished on budget. Highly recommend Summit for any remodel."
DK
★★★★★
Dana K."Our closet came out perfect. The reminders and updates along the way were a nice touch."
128
Leads (30d)
▲ 34%
41
Appointments
▲ 22%
32%
Lead → appt rate
▲ 6 pts
$41.2K
Revenue won (30d)
▲ 2 jobs
Leads by week
Leads by source
Payments & Invoices
| Invoice | Customer | Amount | Status | Date |
|---|---|---|---|---|
| #1042 | D. Klein | $41,200 | Paid | Jun 10 |
| #1041 | R. Alvarez | $12,800 | Paid | Jun 6 |
| #1043 | T. Nowak | $28,000 | Deposit due | Jun 14 |
Email & SMS campaigns
✉️
Spring Kitchen Promo — $300 Off
Sent · 1,840 recipients · 28% open
💬
Past-Customer Win-Back
Scheduled · 612 recipients
Booking page
Live opt-in & booking funnel
optin.revstackapp.com
Current offer
$300 off your kitchen, bath, or closet project