Prospects rarely stop at one design. Every version and estimate lives under a single lead record, clearly labeled and timestamped, and lead details stay editable as the deal evolves. Your reps get instant context without reconstructing history across tools and inboxes.
Build a quote straight from the configurator and send it while the buyer is still engaged. When they say yes, convert it to a tracked deal in one click and manage it from a dedicated deal dashboard showing the quote, the lead, and the status in one workspace.
Drag deals across a visual board, customize stages to match how you actually sell, and see at a glance where every deal stands and what it needs to advance. With less friction between steps, deals don't stall, follow-ups don't slip, and your team closes more business.
