Lead Management Pipeline
Stop letting expensive leads fall through the cracks. Track every inbound inquiry through a visual, drag-and-drop sales pipeline.
The Problem: You spend thousands of dollars on SEO, Google Ads, and Angi leads. A customer calls, asks a few questions, and says "let me talk to my spouse." The dispatcher writes their name on a sticky note. That sticky note gets lost, the follow-up call never happens, and you just burned $150 on a wasted lead.
How It Works
Opsler brings Trello-style organization to your sales process, ensuring every single lead is aggressively worked until it closes.
- Step 1: Capture — Leads automatically flow into the 'New' column from your website widget, or are manually entered by dispatchers taking phone calls.
- Step 2: Track Progression — As your sales team follows up, they drag the lead card through your custom stages (e.g., 'Contacted', 'Follow-Up', 'Quoted').
- Step 3: Stale Alerts — If a lead sits in a column for too long (e.g., 48 hours without contact), the card turns red, alerting the sales manager that a hot lead is going cold.
- Step 4: Convert to Job — Drag the lead to 'Won' to instantly convert the prospect into an active customer and push them onto the dispatch board.
Who Uses It & Business Impact
Maximize the ROI of your marketing spend.
- For Sales & Dispatch Teams — It provides a clear, prioritized daily to-do list. They know exactly who they need to call back today, preventing overwhelm and ensuring consistent follow-up.
- For Business Owners — A massive increase in your lead conversion rate. By simply imposing structure and accountability on the follow-up process, businesses often see a 20-30% increase in booked jobs without spending a single extra dollar on marketing.
Frequently Asked Questions
Leads enter the pipeline in three ways: 1) Automatically via your Online Booking Widget, 2) Automatically via our API integrations (like Angi or Thumbtack), or 3) Manually when your dispatcher logs an incoming phone call.
Yes. While we provide a standard field service pipeline out of the box (New, Contacted, Quoted, Won, Lost), you can fully customize the columns to match your exact sales process.
When you drag a lead to the 'Won' column, Opsler automatically prompts you to convert it into a scheduled job. All the customer details, notes, and photos seamlessly transfer to the dispatch board.
Yes. When you drag a lead to the 'Lost' column, you must select a 'Lost Reason' (e.g., Price Too High, Bad Fit, Unresponsive). This data feeds into a report so you can see exactly why your sales team is losing deals.
Related Features
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