All products
CLOSE
The sales pipeline
Generally AvailableIncluded in Solo ($149/mo)
CLOSE manages everything from first contact to signed contract. Leads, estimates, proposals, follow-up sequences, commissions, won/lost tracking — all in one place. Your techs create estimates on-site, CLOSE turns them into professional proposals, and automated sequences follow up at the right intervals until the customer decides.
Key features
- Lead tracking from first contact through close — never lose a prospect
- Professional proposals with line items, photos, financing options, and e-signatures
- Automated follow-up sequences at 4hr, Day 2, Day 5, Day 14 — customizable per opportunity type
- Commission tracking by salesperson with automatic calculation
- Pipeline dashboard with stage-by-stage revenue projections
- Stripe integration for deposits and payment collection
- Load calculation engine for Manual J/S sizing built into the proposal flow
Connected intelligence
CLOSE feeds every closed deal back to VEGA and TRACE. Won deals become revenue projections. Lost deals become learning data. REACH uses pipeline patterns to time campaigns — pushing maintenance agreements when service calls spike, and replacement offers when equipment ages out.
See CLOSE in action
Join the waitlist and be first in line when AEVUM opens to new contractors.