Front Office
Track the opportunity. Review the handoff.
Keep companies, contacts, pursuits, and sales activities in PowerOps. Follow a generator opportunity through its sales stages, record the result, and review the saved scope before converting an eligible won pursuit into a linked fulfillment job.
Key features
Company and contact records
Keep company details, contacts, account types, and tags available to authorized staff. Section permissions and record scope govern access.
Visual deal pipeline
Move pursuits across configured stages. Board positions are shared across your company, and recorded stage changes identify the acting rep.
Contacts and activity log
Review recorded calls, emails, and quote activity with the associated prospect or customer. Add the context the next person needs before a follow-up.
Sequences
Multi-step email/SMS sequences with message review and human-approved sends. Sending requires configured providers and the required recipient consent.
Leads queue
Review captured leads and qualify the company, need, decision maker, and next step before advancing a pursuit.
Won pursuit conversion
Authorized staff convert an eligible won pursuit into a fulfillment job. Saved company, location, generator size, manufacturer, and value fields prefill the job for review.
Sales dashboard
Review open pipeline counts and value by stage, recorded won amounts by rep for the current month and quarter, and active service contracts renewing this month.
What it gets you
- Keep prospect contacts and recorded activities with the opportunity
- Review saved pursuit details before the fulfillment handoff
- Retain named attribution for recorded pipeline changes
- Prepare follow-up sequences with provider setup and human send review
- Include sales staff in the company plan without per-seat billing
- Use the saved renewal month to review upcoming contract conversations
Example workflows
Review these steps against the job you want to run during your demo.
PM agreement pursuit
Record the prospect, equipment scope, and next conversation. Review the accepted terms before preparing the service agreement; marking a pursuit won does not create a recurring PM schedule.
Generator sale handoff
Convert an eligible won pursuit into a fulfillment job, check the copied details, and review the linked bid documents before planning delivery.
Renewal review
Review active service contracts with a renewal month matching the current month. Check the contract record and set the next conversation with the customer.
Questions before your first job
Is there a CRM?
Yes. Sales includes prospecting contacts, companies, and an activity timeline. Each account remains subject to section permissions and record scope.
Is Sales included in the plan?
Yes. Sales and Project Management are part of the company plan. There is no separate sales package or per-seat charge.
What happens after a pursuit is won?
An authorized person can convert an eligible won pursuit into a linked fulfillment job. Review the prefilled company and generator scope, then plan the next steps. The conversion does not create a recurring PM agreement.
Who can see the records?
Visibility follows section permissions and record scope. Owners and Admins manage staff access; confirm the intended scope when setting up each rep.
Do pipeline actions appear in the audit trail?
Pipeline changes are attributed to the authenticated rep with a server timestamp, consistent with the rest of PowerOps.
See the workflow and the company plan.
One flat company plan with every available module, unlimited office and field accounts, and guided onboarding included. We share the price on your demo or when a person reviews your access request. Your 14-day trial starts after access approval. No card required.