Drag deals across the bays
A 7-stage Kanban that mirrors how pallet sales actually move — from cold lead to closed won.
What Pallet Lead Flow offers
Every tool your pallet sales team needs to find, track, quote, and close deals — in one industrial-grade CRM.
Live Sales Command Center
Real-time dashboard tracking every lead, follow-up, and dollar in your pipeline — pipeline value, conversion rate, and stale-lead alerts calculated dynamically as your team works.
Drag-and-Drop Pipeline
Visual Kanban bays for all 7 stages — New, Contacted, Qualified, Quote, Follow-Up, Won, Lost. Drag deals across and watch pipeline value update instantly.
Hot/Warm/Cold Lead Scoring
Color-coded temperature badges so reps focus on the deals most likely to close.
Follow-Up Reminders
Never miss a follow-up. Schedule calls, emails, visits, or meetings with date + type, and overdue alerts surface right on the dashboard.
Lead Map & Route Builder
See every active lead pinned on a map by address. Build an optimized driving route for yard visits — up to 12 stops, ordered for the shortest drive time.
AI Company Lookup
Research any company with AI to find decision makers, suggested emails, and phone numbers — then save them as a lead in one click.
AI Quote Generator
Generate a tailored, itemized quote from each lead's profile — pallets, delivery, core credits, material costs, terms, and a cover message — in seconds.
Win/Loss Tracking
Capture why deals close or slip — price, quality, competitor, timing — with notes on every won or lost lead, then spot patterns in team reports.
Training & Onboarding
Built-in training module with interactive quizzes so new reps get up to speed on your pallet sales process fast — progress tracked right in the app.
Add reps and manage your whole team in one place
Invite sales reps by email, assign leads, and track each person's pipeline value, wins, and follow-ups — no per-user fees, ever.
- Invite unlimited reps by email — they join your tenant instantly
- Assign roles: Owner/Admin or Sales Rep with the right access
- Per-rep dashboards: leads, hot deals, won value, and pipeline
- Live leaderboard ranks reps by performance and pipeline value
Frequently asked questions
Everything you need to know before getting started.
One flat plan at $25/month. Unlimited leads, full pipeline, team management, AI quotes, and follow-up tracking — no per-user fees, no hidden tiers.
No. Invite as many sales reps as you need by email — they join your tenant instantly. The $25/month covers your whole team, regardless of headcount.
Yes. Cancel whenever you want through the billing portal — no contracts, no cancellation fees. You keep access until the end of your current billing period.
Absolutely. Bring your current leads in by CSV upload, or use the AI Company Lookup to research and add new prospects in one click. Your data stays private to your tenant.