Sales Pipeline
Track every opportunity from first enquiry to signed work, with a weighted forecast you can actually trust.
Seven commercial tools built for inspection-firm owners. Track margin, score leads, plot client value and run a real sales pipeline, available as an optional pack on any CertFlow subscription.
Inspection firms are usually excellent at compliance and far less sure of their own commercials: where the margin actually sits, which leads are worth chasing, and which clients quietly cost money. Growth Tools puts that visibility in the same system as the work, instead of a separate CRM and an accountant's spreadsheet that never quite line up.
Who it is for: owners and operations managers who want to run the business behind the inspections. It is an optional pack on your CertFlow subscription, scoped in your quote, with nothing extra to wire together.
Track every opportunity from first enquiry to signed work, with a weighted forecast you can actually trust.
Score inbound leads on Budget, Authority, Need, Timeline and Fit. Pursue the right work, disqualify the rest fast.
Real margin per job, quoted vs actual, full cost stack, so you see exactly which jobs make money.
Plot annual revenue against strategic fit. Spot the champions to defend and the clients to re-price.
A 48-question diagnostic across pricing, sales, delivery, finance, people and systems. Score your firm in 20 minutes.
Map every workflow, system and role end-to-end. Spot the gaps and bottlenecks holding the firm back.
A lean public landing page that pulls from your Network profile, with an embeddable enquiry form.
The Margin Tracker finds the jobs running at a loss; the Client Value Matrix shows who to defend and who to re-price. It is the commercial view of the same record that already runs your inspections, no extra system to keep in sync.
A 30-minute demo can cover scheduling, field inspection and the issued report using an example from your work.
UK support during working hours