Sales & Pipeline — Troy & Company
Sales & Pipeline

Run your sales floor without the black box.

You paid to fill this pipeline. Troy makes sure you don’t leak it — every lead, quote, and deal on one screen, every rep’s activity in plain sight, every repeat customer flagged the moment they go quiet.

Replaces a CRM + an invoicing tool + a forecasting spreadsheet
In the box

This module ships finished with your Troy & Company license. Shown below exactly as your clients will see it — under your brand, on your domain, at a price you set. They pay you monthly to run their business on it. Click through the live demo →

The leads are in. Now don’t drop the ball.

You cracked marketing — deals are coming in faster than anyone can track. That’s exactly when good pipeline goes dark: follow-ups slip, reps coast, and the repeat customers you fought to win drift off without a word. The bottleneck isn’t leads anymore. It’s keeping your hands around them.

Troy puts the whole sales floor on one screen — no black box, no “where did that deal go.” You see who’s producing, which accounts are worth the most, and which buyers are about to slip — in time to do something about it. Here’s what that looks like.

A guided tour

The Sales module, screen by screen.

Troy Sales CRM dashboard
Sales CRM

The whole pipeline, the second you open it.

Open Troy and you land on the money — not a blank screen and a “run report” button. Company revenue, total open pipeline, your record month, and the live leaderboard are all right there.

  • Live company revenue — month-over-month growth at a glance.
  • Team pipeline value — every open deal totaled in real time.
  • Best month ever — the bar to beat, always visible.
  • Wins leaderboard — who’s closing, ranked by revenue.
  • “Your move” — Troy nudges each rep to the next best action.
Troy Sales menu
One menu, the whole motion

First touch to paid — without leaving Sales.

Lead capture, quoting, ordering, invoicing, partial payments, and receipts all live under one menu. The same record flows from a new lead to a paid invoice — nothing re-keyed.

  • Sales CRM & Quick Capture — log a lead in seconds.
  • Hot Leads — highest-intent prospects surfaced automatically.
  • Quote builder — specs to a priced quote.
  • Order → Invoice → Receipt — in a few taps.
  • Partial Payments — track deposits and balances owed.
Troy team scoreboard
Team performance

See exactly who’s producing — and who needs help.

Every rep gets a scorecard: leads, wins, close rate, revenue, average order value, and open pipeline. Coaching stops being a gut feeling.

  • Leads & wins per rep — volume and results side by side.
  • Close rate — spot who converts and who’s leaking deals.
  • Revenue & AOV — your top earners and biggest tickets.
  • Open pipeline per rep — who’s sitting on opportunity.
  • Flip between My Pipeline and All Reps in a tap.
Troy weighted forecast
Forecasting

Stop guessing what you’ll close.

Troy weights every open lead by its real probability of closing at its stage, then rolls it into expected, best-case, and worst-case numbers — with the exact gap to goal.

  • Expected / best / worst case — realistic, ceiling, and floor.
  • Already won this month — what’s truly in the bank.
  • By-stage breakdown — leads, dollars, and win probability.
  • Gap to goal — the dollars you still need.
  • Adjustable probabilities — tune it to how you close.
Troy geographic heatmap
Geographic intelligence

Your revenue map — and your hidden risk.

Troy maps every lead and dollar to a US state, so you can see where you win, where you’re under-penetrated, and where you’re dangerously concentrated.

  • States reached & top state — your footprint at a glance.
  • Revenue heatmap — darker means more.
  • Concentration alerts — Troy flags risk and suggests diversifying.
  • Filter by metric & status — sliced the way you need.
Troy path-to-goal
Path to goal

Set the target. Troy does the math.

Tell Troy your revenue goal and it works backward into the deals, leads, and ad spend you need every month — using your real close rate and deal size.

  • Revenue progress — month by month, with the gap in red.
  • Deals, leads & ad spend needed — the plan, in numbers.
  • Built on your real rates — not generic benchmarks.
  • Adjustable assumptions — change a number, the plan recalculates.

Everything in the Sales module

Sales CRM

Pipeline, deals, and contacts in one board.

Quick Capture

Log a lead in seconds from anywhere.

Hot Leads

Highest-intent prospects, surfaced automatically.

Quote Builder

Specs to a priced, branded quote.

Orders

Turn a won deal into an order instantly.

Invoicing

Branded invoices, one click from a deal.

Partial Payments

Track deposits and balances owed.

Receipt Generator

Branded receipts, generated and stored.

Forecast

Weighted expected, best, and worst case.

Geo Heatmap

Revenue by state, with risk alerts.

Team Scoreboard

Per-rep leads, close rate, and revenue.

Path to Goal

Reverse-engineer the plan to your target.

How it works

1

Capture

Leads flow in from your site, ads, calls, and walk-ins — deduped, tagged, and scored automatically.

2

Prioritize

Hot Leads and the leaderboard surface the deals worth working first.

3

Quote & close

Build a quote, send it, track the reply, move the deal to won in a click.

4

Invoice & forecast

Won deals become invoices instantly; every open deal rolls into a live forecast.

Make it yours

Built around how your deals actually close.

Your stages, your scoring, your quote catalog, your team. We shape the pipeline to your motion — so it fits the way you already win, instead of fighting you.

Your pipeline stages

Rename and reorder stages to match exactly how your deals move — from first touch to won.

Your lead sources & scoring

Tune the fit-and-intent score and the sources you capture from, so the right leads rise to the top.

Your quote catalog

Load your own products, pricing, and templates so quotes go out branded and accurate.

Your team & territories

Set reps, roles, and who sees which pipeline — solo, a small team, or reps by region.

Where it shines

Built for the way you sell.

High lead volume

Getting 100 leads a day and losing the hot ones? Scoring and Hot Leads surface the buyers worth calling first, so nothing valuable goes cold.

A small team

One or two people wearing every hat? The leaderboard and ‘Your move’ nudges keep follow-ups from slipping.

Quote-heavy sales

Selling configured products? Build a quote from your catalog and turn the won deal straight into an invoice — no double entry.

The pipeline you paid to fill — protected, not leaked.
The full walkthrough

Inside the Sales module, capability by capability.

The pipeline, lead capture, quoting, and rep management — built as one system so a lead never has to be re-typed on its way to becoming revenue.

Pipeline

Kanban and table views of every deal

Drag deals through stages you define, or work the same pipeline as a sortable table when you’re processing volume. Every card carries value, source, owner, next step, and full history — so anyone on the team can pick up a deal cold and know exactly where it stands.

Leads & contacts

One record per person, forever

Every lead, customer, note, quote, invoice, and support ticket hangs off a single contact record. No duplicate entries across tools, no “which spreadsheet has their number” — the full relationship history is one click from any deal.

Quick Quote

Quote on the phone, close on the phone

Build a priced, line-item quote while the customer is still talking. Pull items straight from inventory with live pricing, apply discounts, and send it by email or SMS before the call ends. Quotes convert to won deals — and invoices — without re-entry.

Lead capture

Every source lands in one inbox

Web forms, Facebook leads, chat widget conversations, and manual entries all land in the same pipeline, tagged by source. Round-robin or rule-based assignment routes each lead to the right rep the moment it arrives.

Rep management

Know who’s producing, at a glance

Per-rep views show deals worked, quotes sent, close rates, and revenue booked. Assign leads by territory, product line, or capacity — and re-assign in bulk when the team changes.

Follow-up discipline

Nothing rots in the pipeline

Aging indicators flag deals that haven’t moved, tasks and reminders keep next steps attached to the deal itself, and activity logging happens where the work happens — not in a separate app nobody updates.

Connected, not bolted on

How Sales & Pipeline talks to the rest of Troy.

Troy is one platform, not a bundle of apps. Here’s what this module reads from — and feeds into — automatically.

Won deal → BillingInvoice in one click

The moment a deal is marked won, Billing can generate the invoice from the same line items. No re-keying, no missed charges.

Quote → InventoryLive stock while quoting

Quick Quote reads live inventory counts and pricing, so reps never quote products that aren’t on the shelf.

Won deal → FulfillmentSold becomes shipped

Physical-goods deals flow straight into Fulfillment as pick lists — the warehouse sees the order seconds after the rep closes it.

Marketing → PipelineEvery lead carries its source

Attribution follows the lead from ad click to closed deal, so the Marketing module can report true cost per acquisition.

Schedule → DealsBooked calls attach to the record

Demos and appointments booked through Scheduling appear on the deal and the contact, with reminders for both sides.

Executive ViewPipeline feeds the command center

Every stage change updates live revenue forecasts and goal pacing on the Executive View — no exports, no weekly report-building.

In the field

How different industries put it to work.

Troy configures itself to 126 industries. Here’s what this module looks like in a few of them.

Wholesale & distribution

Reps quote multi-line orders from live stock, and won orders drop straight to the warehouse as pick lists.

Home services

Estimate on-site from your phone, send the quote by SMS before you leave the driveway, and get notified the second it’s viewed.

Automotive

Track every vehicle inquiry from first call to signed deal, with trade-in notes and financing steps as pipeline stages.

Agencies

Run retainer and project deals in separate pipelines, and hand won work directly to Projects for delivery.

Real estate

Every showing, offer, and counter lives on the contact record — and Scheduling handles the showings themselves.

Staffing

Treat both clients and candidates as pipelines — placements move through stages the same way deals do.

Straight answers

Questions owners ask about Sales & Pipeline.

Can I customize the pipeline stages?

Yes — stages are fully editable per workspace. Each of your client workspaces can run its own stage names, order, and colors to match how that business actually sells.

Does Quick Quote work with services, not just products?

Yes. Line items can come from inventory or be free-typed with your own descriptions and pricing, so service businesses quote labor, packages, and flat fees the same way.

Can multiple reps work the same pipeline?

Yes. Deals have owners, leads can be auto-assigned round-robin or by rule, and managers see everything. Role permissions control who can view, edit, or delete.

What happens to a deal when it’s won?

It stays on the contact’s permanent record, and it can trigger the rest of the platform: one-click invoice, automatic fulfillment pick list, and revenue rolled into forecasts and reports.

Do my clients’ leads from Facebook or their website flow in automatically?

Yes — web form submissions and connected lead sources land directly in the pipeline, tagged by source, and can be auto-assigned the moment they arrive.

Pricing

Every module. Every plan. One flat license.

This module — and the other 23 — is included on every plan. Nothing here is feature-gated. Your clients pay you directly at prices you set; we never take a cut.

Starter

Try the business on. Land your first clients.
$199 / mo
Monthly license · no setup fee · cancel anytime
  • 10 client workspaces
  • 10 industry configurations
  • 10 turnkey industry websites
  • All 24 modules — nothing gated
  • White-label branding included
  • We host everything
Choose Starter
Best value

Growth

For building a real client book.
$299 / mo
+ $299 one-time setup · cancel anytime
  • 25 client workspaces
  • 50+ industry configurations
  • 25 turnkey industry websites
  • All 24 modules — nothing gated
  • White-label branding included
  • Priority support
Choose Growth

Enterprise

Run it at full scale, on your own domain.
$499 / mo
+ $499 one-time setup · cancel anytime
  • Unlimited client workspaces
  • All 126 industry configurations
  • All 160+ turnkey industry websites
  • All 24 modules — nothing gated
  • White-label + your custom domain
  • Concierge onboarding · API access
Choose Enterprise
Every plan gets all 24 modules. The tiers change how many clients, industries, and websites you can run — never what the software does.
Not ready to decide? Take the dashboard tour — no login, no card, no trial clock.

Explore more of Troy

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Billing & Invoicing
Quote to paid, no re-typing.
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Answers from your live data.

Run your sales floor in the light.

Starting at $19.99/mo · No setup fees · Cancel anytime · Live the moment you sign up

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