Master the pipeline. Distribute leads, track team performance, and optimize your marketing spend.
As a Sales Manager, you are the air traffic controller of the company's revenue. Tree Life 360 provides you with a high-level view of every lead, estimate, and appointment across the entire team. You have the tools to rebalance workloads, identify top performers, and ensure no customer inquiry ever falls through the cracks.
Get new web inquiries into the hands of your sales reps in seconds, increasing your chance of winning the job.
Manage the Unassigned Pool and distribute web leads to your sales team.
Monitor close rates, total bid value, and individual rep performance.
Identify which lead sources (Facebook, Signs, etc.) drive the most profit.
View all rep schedules in one place to optimize geographic coverage.
Every inquiry from your website or integrations lands in the "Unassigned Pool." Admins can review these leads, check geographic proximity to active routes, and assign them to the best rep with one click. Use "Bulk Reassignment" to quickly shift leads if a team member is out sick.
Stop guessing about next month's revenue. Monitor the "Pending Bid Value" to see exactly how much money is currently awaiting customer signatures. Track conversion rates for every stage: from Lead to Estimate, and from Estimate to Sold Job.
Every change in assignment or status is logged with a timestamp and user ID. Maintain a perfect "Chain of Custody" for your leads and ensure your sales reps are following the protocol.