🧭 Opportunity Management
Stop Losing Leads. Start Winning Jobs.
Contractors lose tens of thousands a year from disorganized sales processes, missed follow-ups, and scattered data. The Opportunity Management system in AI Contractor was built to eliminate chaos and give you complete visibility into your sales pipeline — from first contact to final contract.
🔍 The Problem
Too many contractor teams are stuck with:
❌ Spreadsheets that don't talk to your team
❌ Missed follow-ups that cost deals
❌ No idea which leads are hot — or going cold
❌ Zero forecasting or insight into what's working
💡 The Solution: Smart, Visual, Customizable Sales Pipelines
AI Contractor gives you a command center for every opportunity — customizable, automated, and built for how contractors really sell.
🧱 Pipeline Management
Turn chaos into clarity with drag-and-drop pipelines.
Custom Pipeline Creation
Build separate pipelines for every service type — insulation, roofing, HVAC, and more.
Stage Configuration & Templates
Name your sales stages your way, or use pre-built templates tailored for contractors.
Stage Icons & Colors
Instantly know what's urgent or pending by color-coded visual cues.
Stage Automation Rules
Automatically assign tasks, notify reps, or trigger emails when leads move stages.
Multi-Pipeline Views & Permissions
View multiple pipelines on one screen and control who sees what.
Why it matters:
Your team works faster, nothing slips through the cracks, and managers get clarity in seconds.
📌 Opportunity Tracking
Capture every lead detail — and never lose track of what's next.
Quick Add
Add leads in under 30 seconds — from phone, tablet, or desktop.
Bulk Import
Bring in leads from spreadsheets or CRMs instantly.
Opportunity Linking
Connect opportunities to contacts, companies, and projects in one click.
Value & Date Tracking
Know what every deal is worth and when it might close.
Tagging & Attribution
Know where your leads came from and how to group them.
Files & Notes
Store quotes, photos, plans, and internal notes with every opportunity.
Why it matters:
Never search through emails or texts to remember a conversation or find a quote.
🔥 Lead Scoring & Prioritization
Work smarter — not harder — with automatic hot lead detection.
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AI-Powered Lead Scoring: Get smart scores based on engagement, budget, timeline, and more.
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Custom Scoring Rules: Define what makes a good lead for your business.
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Score Visualization: See lead scores on every opportunity card.
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Hot Lead Alerts: Get notified the moment a high-value lead comes in.
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Engagement Tracking: Know when emails are opened, links clicked, forms submitted.
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Response Speed Scoring: Track how quickly leads respond — and how fast your team follows up.
Why it matters:
Your sales reps focus on the highest-opportunity leads — increasing close rates and revenue.
📊 Analytics & Reporting
Turn your pipeline into a revenue forecasting machine.
Conversion Tracking
See what's closing by source, stage, and rep
Pipeline Velocity
Learn how quickly leads move through your funnel
Revenue Forecasting
Predict future revenue based on pipeline
Bottleneck Detection
Identify slow stages and take action
Lead Source ROI
Know which channels actually convert
Rep Performance
Track which team members are crushing it
Lost Analysis
Learn why deals fall through
Custom Reports
Build the reports that matter to you
Why it matters:
You get total visibility into what drives your business — and how to grow it faster.
📈 Real Results for Contractors
Hours Saved Per Day
By eliminating manual lead tracking
Higher Close Rates
Using smart lead scoring and automation
Faster Decisions
With real-time data and reporting
✅ Use Case: From Lead to Job in 3 Clicks
Lead Enters from Website Form
→ Auto-tagged + assigned to sales rep
Rep Calls & Qualifies Lead
→ Adds notes, photos, and files
Lead Moves to 'Proposal Sent'
→ Automatically triggers estimate delivery and follow-up text
You just saved hours — and impressed your client.