Win the Project
A deal board that handles real life.
The sales pipeline in Ledge, landscape design-build software, is a deal board from first call to signed proposal, with parking-lot stages for clients who are warm but not ready.
Talk to Edgar
What it does
Full deal lifecycle
Initial Consultation → In Design → In Estimating → Quote Sent → Closed Won. Days in stage surfaced on every card so stale quotes jump out before they go cold.
Parking Lot stages
Budgetary and Far Away stages hold warm leads that aren't ready yet, visible without cluttering the active pipeline so you pick them back up at the right time.
Configurable pipeline
Admins rename, reorder, or remove stages in a settings panel. No developer needed. The system validates your config before saving.
How it works
Deal is created from the CRM
A new deal card is created with client, project, value, owner, and source attribution carried forward from the lead.
- 1The customer and contact carry forward.
- 2The job site becomes a property.
- 3Say who commissioned the work.
- 4It opens a deal at Initial Consultation.
Work through the active stages
Move deals through each stage as the opportunity progresses. Every card shows its days in stage and where design, the estimate or the signature stands.
- 1Five stages, with a count on each.
- 2Days in stage on every card.
- 3Where design, the estimate or the signature stands.
Park warm deals, don't lose them
Client loves the plan but the budget isn't there yet? Move to Budgetary or Far Away. The deal stays visible and searchable.
- 1Not now? Park it as Budgetary or Far Away.
- 2The deal keeps its place in the lifecycle.
- 3Or archive it, and it moves to the Archived tab.
Close and hand off automatically
Mark Closed Won and Ledge auto-creates the construction project and queues the QuickBooks sync. No manual setup.
- 1Closed Won, and the project is open.
- 2The accepted quote and its amount.
- 3View it, download the PDF or request changes.
- 4Billing and construction are one tab away.
Pricing sheets
The math behind it.
EP 05 · Pricing sheetHow Much Work Can You LoseFour times the series has said price beats speed. So how much work can you lose at a higher price and still make the same money? More than you think, and ten bids will tell you.EP 12 · Pricing sheetDon't Finance the JobSame $40,000 patio, same profit, same crew. One company never goes under. The other spends 10 weeks $28,000 under water on a job it's making money on.EP 21 · Pricing sheetThe YearEvery job this year made what it said. The year is short $67,000, because every rate was a guess about a count, and only the year can check the count.Questions
Asked by owners.
Can I park a deal that is not ready without losing it?
Yes. Parking-lot stages hold warm deals outside the active columns with the owner and next step attached, so a $60K project for next spring does not disappear.
How is this different from a Jobber or LMN pipeline?
Jobber tracks requests and quotes; the LMN CRM tracks leads and properties. The Ledge board moves a deal through design, estimate and signature, and each stage hands the numbers to the next.