Pipeline & Leads
Leads, stages, next steps, appointments, estimates, invoices, and portal handoff in one place — built for home-service jobs, not generic CRM clutter.
One connected home-service flow
Capture lead · + Task · Schedule job · Send estimate · Create invoice · Open portal. Pipeline is where every job starts.
Built for home-service lead management
Pipeline, Tasks, Inbox, Scheduling, Estimates, Invoices, and Client Portal — one system. No dropped context.
Stages that fit your workflow
New lead → Follow-up → Estimate sent → Scheduled → Invoiced. Templates for HVAC, plumbing, roofing, electrical, and contractors. Customize in Admin.
Next-step on every card
Set the task — "Call back Tuesday 3:30pm." Your team sees it. No guessing what to do next.
Full context per lead
Job value, owner, priority, last touch, trade tags, appointment, estimate, and invoice context attached to the right customer.
Archive and restore
Move closed leads out of the way. Restore anytime. No clutter in the active pipeline.
Set up in minutes
Add your first service lead, define job stages, or use a trade template
No lengthy onboarding. Pro plans get guided setup.
Related revenue operations workflows
See how this module fits the CRM and follow-up workflows contractors evaluate.
Common questions
Can I customize pipeline stages?
Yes. Admin → Stages lets you define stages, rename them, and use industry templates. Full ALTITUDE on every plan.
How does Pipeline connect to Tasks?
Set a next step on any lead — it becomes a task. Tasks appear in Today view. Pipeline and Tasks stay in sync.
Your move
Start with one live workflow.
Then connect the chain.
See how ALTITUDE carries a real lead from first click to follow-up, scheduled job, approved estimate, paid invoice, and branded client portal — before you roll it out to the team.
- No credit card
- Full ALTITUDE from day one
- Cancel anytime