Live demo

Lead tracking demo — map-based sales pipeline

A live demo showing how field sales reps and contractors manage a geographic sales pipeline — leads pinned to addresses, territory zones drawn on the map, routes planned between stops, and mileage logged automatically. No login required.

What this demo shows

• Leads pinned to their address — Every lead lives on the map at the property address. Color coding shows pipeline stage — new, contacted, quoted, sold — at a glance across the territory.
• Territory zones drawn on the map — Sales territories are polygon zones drawn directly on the map. Reps see their territory boundary and the density of leads within it without running a report.
• Route planning between stops — Select leads or jobs on the map and plan an efficient route between them. Nearby follow-ups are visible on the map as the route is built.
• Mileage logging — After each route, mileage is calculated automatically from the planned stops and logged to the trip record. Tax-time mileage documentation without a separate app.
• Follow-up visibility — Overdue follow-ups surface on the map in a distinct color. The rep sees which addresses need a call or a visit before the day starts.