Close deals before your
competition sends a quote
Track every lead from first inquiry to signed contract. Build polished, branded proposals in minutes, send clients a signing link, and get digital signatures — all without chasing paper or managing spreadsheets.
Every lead in one view — stage, value, and next steps at a glance
From first call to signed contract in one tool
No more sticky notes, spreadsheets, or chasing leads through your email inbox.
Lead comes in — add it in 30 seconds
A homeowner calls or emails. You add them to the pipeline: name, contact, job type, rough scope. Drag them to the right stage. It takes under a minute, and nothing falls through the cracks again.
Build a polished proposal in minutes
Open the proposal builder, add your line items, apply your markup, and your company logo and colors go on automatically. No Word templates, no reformatting. Looks professional every single time.
Client signs on their phone
Send the client a link. They open it on any device — no account, no app. They review the scope and price, enter a PIN, and sign. You get notified instantly. The signed document is stored on the job.
Lead becomes a project automatically
Once the proposal is signed, you convert the lead to a project with one click. The scope, client info, and signed contract carry over — no re-entering anything. Your project starts with a clean record from day one.
Every step of the sales process, in one place
Everything your sales process needs
Kanban Pipeline View
See all your active leads at once, organized by stage. Drag cards from New Lead → Contacted → Proposal Sent → Contract Signed. The total pipeline value updates automatically so you always know what's in the funnel.
Lead Detail Page
Every lead has its own page: contact info, job address, scope description, internal notes, and a full activity log showing every interaction. When you pick up the phone, you have the full picture in front of you.
Branded Proposal Builder
Build line-item proposals directly in SiteBridge. Add costs, quantities, and descriptions. Set your markup percentage — or per line. Your company name, logo, and colors are applied automatically. Preview the PDF before sending.
Digital Signatures
Send a signing link. Your client opens it in their browser — no DocuSign account, no app download. They review the full proposal, enter a PIN, and sign. You get an instant notification. The signed contract is stored on the project permanently.
Change Orders
Scope changed after the contract was signed? Issue a change order in the same system. The client gets a link, reviews the added scope and cost, and signs digitally. Every change order is tied to the original project — no unsigned work ever leaves the office.
Pipeline Visibility
See your total pipeline value, how long leads typically sit in each stage, and your close rate over time. Know which lead sources bring in the best jobs. Make decisions based on data, not gut feeling.
Speed wins bids. Professionalism keeps clients.
The contractor who responds first has an enormous advantage. Most homeowners contact three companies — the one that calls back quickly and sends a clean proposal the same day wins more than their fair share.
A polished, branded proposal tells clients you run a professional operation before the work even starts. It sets expectations clearly, reduces disputes later, and makes you look like someone worth trusting with a $200k remodel.
Built for contractors who sell every day
Common questions
Sales Pipeline is one piece of the platform
Your next lead deserves a same-day proposal.
Set up your pipeline in under 10 minutes. Add your first lead today. Send a signed proposal before your competition picks up the phone.