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⚡ Multi-Pipeline Lead Tracking

Create unlimited pipelines — new clients, battery upsells, declined-service follow-ups, custom workflows — and bulk-import leads via CSV.

Battery Upsell Pipeline$58k open
New 3
Ortiz Residence
Battery upsell$12k
Lee Home
Inverter fault$3k
Quoted 2
Diaz Ranch
PW3 × 2$22k
Won 1
Chen Home
PW3 install$14k
What you get

Never lose a lead — or a follow-up.

Unlimited pipelines

Model every motion your business runs, from new clients to upsells to win-backs.

Declined-service follow-up

Declined items flow into a pipeline so revenue you already earned doesn’t evaporate.

Bulk CSV import

Load a list and start working it in minutes — no manual entry.

See Multi-Pipeline Lead Tracking in your workflow

Get a personalized demo of Sun Service CRM for your team.