A clear operating overview
See recent opportunities, active coverage, weekly reporting, and the latest activity without assembling another spreadsheet.
The Project Signals product
Turn new opportunities into a visible, repeatable workflow.
Project Signals brings opportunity context, follow-up status, team notes, reports, and coverage management into one simple dashboard.
Opportunity pipeline
Active board
New
2Kitchen remodel
Project context · Suggested next step
Home addition
Project context · Suggested next step
Contacted
1Whole-home remodel
Project context · Suggested next step
Needs proposal
1Outdoor living project
Project context · Suggested next step
In progress
1Primary bath renovation
Project context · Suggested next step
A useful signal, not a mystery lead
See enough context to decide what happens next.
Each Signal is presented as an informed starting point. Your team can review the project context, understand why it may fit, and move it into the pipeline when it deserves follow-up.
Illustrative example · Not customer data
New Project Signal
Illustrative opportunity preview
Kitchen renovation activity
Plano, Texas · Residential Remodeling
Why it may fit
The observed activity aligns with the market and project category selected for this account.
Suggested next step
Review the available context and decide whether to begin a relevant, professional outreach conversation.
Add to pipelineReview details
Built for follow-through
Everything your team needs to act—without unnecessary CRM weight.
A visual opportunity pipeline
Move work from New through Contacted, Proposal Needed, In Progress, and Closed on a straightforward Kanban-style board.
Focused views for every team
Filter opportunities by market and service, switch between board and list views, and keep completed work in the archive.
Context that stays with the work
Open an opportunity to review its details, add internal notes, and see how its pipeline status changed over time.
Updates without constant checking
Receive timely opportunity alerts, then use the dashboard as the shared place to decide what deserves follow-up.
Reports and coverage controls
Review weekly reports, export opportunity data, manage active coverage, adjust preferences, and keep billing visible from the same account.
Know the price before you start.
Review standard coverage pricing and what your subscription includes.