Work the pipeline
Leads are grouped by stage and attributed to the consultant who sourced them.
Build / 06 — Direct-sales order system
Lead to order
without the paper chase..
A direct-sales system connecting pipeline, sale detail, commission records and the events around them.
Web application / Sales operations- Built by
- The Code Bureau
- System
- Direct-sales operations
- Coverage
- Lead → order → paperwork
- Studio model
- Fixed scope. Fixed price.
01The system
Every sale carries
its own working file.
Direct sales collapse when order detail, commission and documents live in separate places.
Each sale holds customer details, product breakdown, commission context and generated PDFs. Leads stay attributed by consultant and stage. Open houses and appreciation events sit in the same operational picture.
Each sale carries its own customer record, product breakdown, commission record and generated PDFs, sitting alongside a lead pipeline and event scheduling.
02Inside the workflow
Close the sale
Order, customer and item detail live together, with links to generate sales and delivery paperwork.
Schedule the room
Shows and open houses are listed as working event cards rather than scattered calendar notes.
03Selected screens
One sale end to end — order, customer, commission and PDFs.
Leads by stage, attributed to the consultant who brought them in.
Shows and open houses, scheduled and archived.
Paperwork and follow-through attached to the sale.
Need sales ops that keep pipeline, commission and paperwork together?
A conversation, not a commitment
What’s getting
in your way?
The spreadsheet that’s holding everything together. The tool everyone works around. Let’s start there — with the person who would develop the software.
Talk about your projectYou talk to the person developing your software.