Your Entire Pipeline, One Screen

Every lead you talk to gets a card in your pipeline. As the job progresses, you move them forward: New → Contacted → Proposal Sent → Won or Lost.

You can see at a glance how many leads are in each stage, the total value of your open pipeline, and who's been quiet too long. No spreadsheet. No sticky notes. No memory required.

  • Add a lead in under 30 seconds — name, phone, job type, source
  • Filter by status, job type, or lead source
  • Auto-generated Lead ID for every job (e.g. Roofing — NWL/03/2026-01)
  • Deal value, notes, spouse name, and full activity history on every lead
Pipeline View
New  4 Contacted  6 Proposal  3 Won  8
James Rodriguez
🏠 Roofing · Referral · $12,400
Proposal Sent
Last contact: 2 days ago
Sarah Chen
🎨 Painting · Google · $4,800
New Lead
Added today

Know Exactly Who to Call Today — and Why

Random follow-up schedules don't work. Tailgate Sales Pro uses a priority-based rules engine that surfaces the right lead at the right time:

🆕
New Lead → Follow up within 24 hours
Speed matters. First contractor to call back wins the job most of the time.
📞
No response after contact → Remind in 48 hours
People get busy. One more follow-up at the right time closes more deals than you'd think.
📄
Quote sent, no answer → Remind in 72 hours
The estimate follow-up is where most jobs are won or lost. Don't leave money on the table.
🔥 Today's Priority Leads
JR
James Rodriguez
Quoted $12,400 · 3 days no reply
URGENT
SC
Sarah Chen
New lead · Added yesterday
CALL TODAY
TM
Tom Morales
Contacted 2 days ago · No update
FOLLOW UP

See Your Progress Toward Your Yearly Goal — In Real Time

Set your annual revenue target. Every job you close automatically updates your progress bar in the Reports screen.

The app also tells you if you're on pace for the time of year — or if you need to push harder this month to stay on track.

  • Set yearly or monthly goal during onboarding
  • Visual progress bar updates as jobs close
  • Time-paced tracking: know if you're ahead or behind the curve
You're on track!
You're on pace to reach your 2026 sales goal.
$84,200
of $135,000 goal
62%
complete

Stop Guessing Where Your Best Jobs Come From

Every lead is tagged with a source — Google, referral, yard sign, Angi, door knock, and more. Tailgate Sales Pro tracks which sources bring the most revenue, not just the most leads.

When you know a referral lead closes at 60% but an Angi lead closes at 20%, you know exactly where to spend your marketing dollars.

Top Lead Sources by Revenue
🤝 Referral $48,400
18 leads · 8 jobs · 44% close rate
🔍 Google $22,100
24 leads · 5 jobs · 21% close rate
🪧 Yard Sign $13,700
9 leads · 3 jobs · 33% close rate

Every Detail Matters in the Field

📞
One-Tap Call & Text

Tap the phone or message icon on any lead card to call or text instantly. After the call, log what happened in 10 seconds.

💬
Pre-filled Message Templates

Hit "Send Message" and choose from templates like "Following up on your estimate" — pre-filled with the homeowner's name, editable before you send.

📅
Calendar & Scheduling

See all your follow-ups and appointments in a clean weekly calendar. Schedule directly from any lead's detail screen.

🎙️
Voice Notes

Tap the mic and dictate your notes hands-free. Perfect when you're driving between jobs and need to log a call outcome fast.

🏆
Job Won Celebrations

When you mark a job won, the app celebrates with you. Add the final sale amount and watch it add to your revenue total in real time.

🗂️
Activity History

Every call, text, note, and status change is logged automatically. Before every follow-up, you can see the entire history of that relationship.

Ready to See It in Action?

Start your free trial today. No credit card. No commitment. Full access from minute one.

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