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Five stages
A clear path from permit to close.
›
New
Permit saved from the map. Scout suggests the intro email.
›
Contacted
First outreach sent. Chip counts days since contact.
›
Quoted
Bid submitted. 14-day stuck flag if no activity update.
›
Won
Closed. Teaches the scoring to find more jobs like it.
Lost
Log the reason. Helps you and the team learn from it.
01 · Next-best action
Every card tells you what to do next.
Every card has a chip with the next step, based on the stage, how long it's sat, and what you've logged. Click it and Scout opens with the right prompt loaded. You never stare at a lead wondering what to do.
- "Send intro email": New stage, day 0
- "Follow up: 7d since contact": Contacted, week 1
- "Quote follow-up": Quoted, 14+ days
- "Stuck deal" amber flag: Quoted, 14+ days, no update
- Scout drafts the email for each chip when clicked
76
$2.1M · Single-familyAPPROVED
Send intro email
84
$4.2M · TownhouseISSUED
Follow up: 7d since contact
72
$8.6M · Multi-familyAPPROVED
Stuck: 18 days in Quoted
Quote follow-up
02 · Team view
Reps. Managers. One board.
Each rep works their own pipeline. Managers and owners see a rep-switcher and can view any board, and the team dashboard shows every rep's funnel, wins, and week side by side.
Per-rep boards
Each rep owns their pipeline; managers can switch views
Per-rep stats
Funnel, wins, and won value for every rep, side by side
Manager insights
Team summary: total pipeline value, stuck deals, conversion
Exports
CSV export of any view: all fields, all dates
Team dashboard
1
Jordan P.
74% contacted
8 won
$2.1M
2
Sam K.
61% contacted
6 won
$1.8M
3
Alex R.
55% contacted
4 won
$0.9M
Team pipeline$4.8M
Stuck deals2
03 · Team analytics
Know who's closing, and what's stuck.
Every drag and drop rolls up into live numbers. See active leads, open pipeline, won value, and win rate at a glance. Watch leads move through each stage over time and compare reps side by side.
- KPI cards: active leads, open pipeline, won value, win rate
- Pipeline throughput by stage: daily, weekly, monthly, or yearly
- Per-rep funnel, win rate, and won value, side by side
- Ask in plain English: "Who's stuck this week?" · "Compare win rates"
Included with team seats
Team analytics
DailyWeeklyMonthlyYearly
Active leads
34
Open pipeline
$4.8M
Won value
$2.3M
Win rate
63%
Pipeline throughput
New Contacted Quoted Won Lost
How it works
Save a permit. Close a deal.
01
Leads arrive from the map
Save any permit from the map with one click. It lands in New with the permit details, score, and builder pre-filled.
02
Scout writes the intro email
Click the next-action chip. Scout opens with a first-contact draft tailored to the builder and your trade.
03
Drag through stages
As things move along, drag the card through Contacted → Quoted. BuildMapper tracks how long it sits at each stage.
04
Stuck deals get flagged
Any quote sitting more than 14 days gets an amber flag and rises to the top of the column. Scout drafts the follow-up.
05
Close and learn
Won or Lost, both matter. Won deals teach the scoring, so the map starts ranking permits that look like the work you actually close.
Specs
Built for the close.
5 stages
New → Contacted → Quoted → Won → Lost
The default model. Add your own columns or hide ones you don't use
14-day flag
stuck-deal alert
Quoted leads over 14 days rise to the top with an amber warning
Drag-and-drop
instant save
Drag any card to any column. Saved the moment you drop it
CRM sync
HubSpot · Salesforce · Pipedrive
Two-way CRM sync is coming soon.
Per-rep boards
seats for your whole crew
Managers switch between reps; the team dashboard shows every rep's week
CSV export
all fields, all dates
Download any board or filtered view as CSV or Excel
Common questions.
Also in BuildMapper