Never Lose the Story Behind a Lead.
Follow the same customer from first inquiry to booked job. Your team sees status, important notes, tasks and the next action, while automated email and SMS workflows keep customers informed.
Pipeline stages: new leads, opportunities, booked, confirmed, completed, follow-up and lost
Emails, SMS and phone calls logged on the lead
Lead sources and rep performance on the dashboard
Estimates and follow-ups connected to the customer
Branch and staff filters
Every lead deserves a next step.
A prospect requests a quote. Your sales team sees the inquiry, tracks its stage, creates an estimate, and follows up without losing context. See which channels bring the strongest opportunities and which agents move deals forward.
New lead
Opportunity
Booked
Confirmed
Completed
Less time asking what happened. More time deciding what happens next.
Ask better questions of your business. Surface performance summaries, sales trends, lead sources, and operational signals from one dashboard. KargoFlow’s AI-assisted approach is designed to help teams spot opportunities and reduce repetitive administration. Our roadmap expands this toward specialized agents for calls, follow-ups, sales, and operations.
See all features
Product Overview
Everything connected, lead to payment
Learn moreAI & Automation
Insights today, agents on the roadmap
Learn moreIntelligent Dispatch
Routes, trucks and spare capacity
Learn moreEstimates & Quoting
Clearer quotes, faster
Learn moreCrew Management
The field and the office in sync
Learn moreBilling & Payments
From completed job to paid
Learn moreYour business deserves more than another dashboard.
Bring the leads, people, vehicles and decisions that run your day into one place. See how KargoFlow fits the way your team works.