Pipeline
Every lead and customer in one place, at a stage your team defined.
Sales
Turn leads into customers without losing the conversation.
Leads come in by phone, form and word of mouth, and land in different places. Follow-up depends on someone remembering to do it, and by the time a job is booked nobody can see the calls and messages that got it there.
Request a demoPipelineExample configuration
Open leads
18
Booked this week
5
NewReyes · Roof inspectionInbound call
QtdOkafor · Fence repairQuote sent
WonNguyen · Full installBooked
Key workflows
Calls
Answer, place and log calls against the customer they belong to, automatically.
SMS and email
Message a customer from the same record their calls and jobs live on.
Follow-up
Automated reminders for the leads a person would otherwise forget.
Appointments
Book a call or a visit straight onto the schedule everyone else sees.
Pipeline & customers
- Pipeline stages your team defines
- Full customer history
- Custom fields for what you track
Communication
- Calling
- SMS
- Conversation history on the customer record
Follow-up & automation
- Automated follow-up reminders
- Rules for what happens next
- Human review on anything consequential
Visibility
- Reporting on pipeline and outcomes
- AI assistance drafting replies and summaries
Connected, not standalone
How Sales connects to the rest of GildOps
A booked appointment lands straight on Operations’ schedule.
A won deal becomes a job with its quote and customer history already attached.
Relevant integrations
Twilio and Resend connect directly — see every integration on /integrations.
Frequently asked
Does this replace our phone system?
GildOps places and receives calls through Twilio and logs every one against the customer it concerns, so you keep a number and gain the history that used to live only in someone’s head.
Can we keep our existing pipeline stages?
Pipeline stages are configured by your team, not fixed by GildOps — you set them to match how you actually sell.
Does the AI send messages on its own?
No. AI can draft a reply or summarize a call; a person still decides what goes out.
See Sales on your own operation.
Request a demo and we'll show you how sales would look in GildOps, using how your business actually works.
Request a demo