| Lead to signed contract pipeline | Stage-based pipeline with age, probability, and nurture per stage | Jobs list in production tool, no stage logic, no follow-up timing |
| Insurance claim workflow | Claim object with adjuster meeting, supplement history, approval tracking | Notes field on the job, no supplement reporting |
| Canvassing | Mobile capture app with canvasser scoreboard, zip heatmap, hourly productivity | Clipboard sheets photographed and emailed back to the office |
| Warranty inspection engine | Nightly flow surfaces 36-month and 10-year inspections with assigned tasks | Filing cabinet, nobody remembers to pull year-three |
| Storm response | Swath-tagged leads, prior-customer blast, canvass route builder, education sequence | Scramble, group text, missed inbound at 11 PM |
| Retail quote follow-up | Auto-nurture sequence with financing, case study, and rep call-out tasks | Rep remembers to call back when they have time |
| Supplement tracking | Submitted versus approved reporting per claim, per rep, per carrier | Not reported, no visibility on supplement capture rate |
| Cross-sell to gutters and siding | On-site crew capture flow turns observations into scheduled quotes | Crew sees the gutters, drives away, opportunity gone |
| Lifetime value reporting | Rolls up re-roof, warranty cross-sell, referrals, storm reactivation by segment | Not computed, no way to answer per-customer worth |
| Referral partner tracking | Realtors, inspectors, property managers as accounts with activity history | Verbal relationships, no attribution, no track-record reports |
| Commercial account visibility | Multi-building portfolio with per-roof age, maintenance clock, contact turnover | One job record per building, no portfolio-level view |
| Pricing basis | Per seat, every paid tier includes CRM, Marketing, Projects, Messaging | Production per user plus Mailchimp per contact plus spreadsheet labor |