Opportunities Pipeline for Tradies & Service Businesses

Running a trade business and quoting jobs left, right and centre? You need a system that doesn’t drop the ball.

Learn more

The BananaWorks Opportunities Pipeline is your all-in-one tool for tracking leads, sending quotes, following up, and winning more jobs, without the admin headache.

Whether you’re a plumber, builder, or sparky, this CRM feature shows exactly where every lead’s at and what needs action.

What Is an Opportunities Pipeline?

It’s a drag-and-drop sales board inside BananaWorks CRM. Leads flow through your custom stages like:

  • New Lead
  • Quote Sent
  • Awaiting Response
  • Approved
  • Deposit Paid
  • Job Scheduled
  • Completed

Each stage can trigger automations like email nudges, SMS follow-ups, or task assignments, so you never miss a beat.

What You Can Do With It

See Your Whole Sales Pipeline at a Glance

Instant visibility across all leads and jobs, no spreadsheets required.

Set Reminders and Automate Follow-Ups

Follow-up emails and SMS reminders go out like clockwork, without lifting a finger.

Forecast Revenue with Real Numbers

Track potential earnings and see how your jobs stack up in real time.

Track Conversions & Improve

Know your win rates, average time to close, and where deals fall off, then fix them fast.

Run Multiple Pipelines

Separate pipelines for new leads, active jobs, repeat work, or different crews.

Who Should Use a CRM Sales Pipeline?

  • Tradies quoting 5+ jobs a week
  • Admin teams tracking leads and jobs
  • Solo operators looking to scale
  • Service businesses with multiple services or crews

If leads come from your website, socials, referrals, or ads, this is your safety net (and growth engine).

Frequently Asked Questions

What is an Opportunities Pipeline in a CRM?

A visual workflow that tracks leads from first contact to completed job.

Why do tradies need one?

Because quotes go stale, jobs get forgotten, and follow-ups fall through. This keeps you on track, automatically.

Is it easy to use?

Too easy. Drag and drop, simple layout, no tech skills required.

Can I customise it?

Absolutely. Stages, automations, labels, tailor it to how you actually work.