Know what will close before the month does.

A pipeline is not a list of hopes. It is 117 estimates with statuses, owners and ages, rolled up into numbers you can act on: who is closing, which branch converts, and which deals have gone quiet.

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The estimates Insights tab in Menaia: an AI finding that estimate volume spiked 7x in 30 days, 70 created and 43 sold, with the close rate down from 70 percent to 61 percent, beside a weekly sold-value bar chart
Close rate slipped to 61%, and Meni names the fix. Volume jumped 7x and the win rate fell from 70%. Meni flags the 27 quotes still open and tells you to blitz them before they go cold.

Stages that match how you actually sell.

Lead statuses and estimate stages are configurable, board and table views ship together, and every deal keeps its owner and its age.

The Menaia estimates view filtered by status tabs: All 117, In Progress 34, Sold 79, Released 2, Lost 2
79 of 117 sold. 34 still in progress, 2 released, 2 lost. One row of tabs answers "how are we doing" before anyone opens a spreadsheet.

Coach where the numbers say to coach.

The Insights tab flags the close rate slipping, 61% sold this month against 70% the month before, and Meni breaks it out by rep on request. A rep well below the line is not an opinion. One needs more leads. The other needs a ride-along.

Meni flags the deals going cold.

The morning briefing lists the deals at risk with names attached, so the follow-up happens before lunch instead of at the end of the quarter.

Meni's morning briefing listing 17 deals at risk with the client names, alongside overdue invoices and today's schedule
17 deals at risk, with names. Enola, Alessandra, Everette. The briefing is waiting when you log in, so the follow-up happens before lunch.

The pipeline feeds the paperwork.

A Sold estimate creates the work order and the job automatically. The signed proposal did the signature, and invoicing closes the loop.

Questions owners ask

Can I customize stages?

Statuses live under New, In Progress, Done and Cancelled with your names and colors, and estimates carry their own stages on top.

How do I see revenue in the pipeline?

Every estimate carries its proposed cost, and sold revenue rolls up by branch on the KPI dashboards.

How do I spot stale deals?

Meni ranks reps by close rate, and its deals-at-risk briefing names the specific quotes going cold.

Does it work across branches?

Yes. Closing ratios and sold estimates report per branch, so a multi-branch operation compares cities side by side.

Where this fits

Lead tracking Where the pipeline starts filling. Estimates Every deal in the pipeline is a priced quote. Proposals A signature moves the stage to Sold. Performance dashboards The KPIs the pipeline rolls into.

See it on your own numbers.

Book a demo and bring a real job. We will price it, propose it, and invoice it in front of you.

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