Turn Leads into Jobs with a Visual Sales Pipeline
Capture every lead and track it from first touch to signed quote. Drag deals across stages, schedule on-site assessments in a click, and generate quotes from findings all from one simple board.
Visualize Your Entire
Sales Pipeline
See your entire sales process at a glance—from new leads to won deals. Drag and drop opportunities through each stage, track deal values in real time, and instantly spot where every customer stands in your funnel.
Manage every stage from lead to quote to won deal
Track deal progress and values in real time
Never lose a lead or miss a follow-up again
Turn Site Visits into Jobs — Faster Than Ever
Cut manual work from your estimating process. WIZniche automatically links your site assessments to quotes, jobs, and invoices — so your team can move from inspection to revenue in just a few clicks.
Automate your quote creation after every assessment
Attach field photos and notes automatically
Improve accuracy across quotes, jobs, and invoices
Ready to Transform Your Business’s Financial Future?
Reports are Powered by Your Daily Operations
See more than sales. WIZniche shows finances, operations, and team performance in one 360° view.
Job Management
Track the work that fuels your reports.
Fast Invoicing
Generate the financial data you need to analyze.
Team Management
Manage the team whose performance you track.