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.
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.
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.
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.
Every rep gets a scorecard: leads, wins, close rate, revenue, average order value, and open pipeline. Coaching stops being a gut feeling.
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.
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.
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.
Pipeline, deals, and contacts in one board.
Log a lead in seconds from anywhere.
Highest-intent prospects, surfaced automatically.
Specs to a priced, branded quote.
Turn a won deal into an order instantly.
Branded invoices, one click from a deal.
Track deposits and balances owed.
Branded receipts, generated and stored.
Weighted expected, best, and worst case.
Revenue by state, with risk alerts.
Per-rep leads, close rate, and revenue.
Reverse-engineer the plan to your target.
Leads flow in from your site, ads, calls, and walk-ins — deduped, tagged, and scored automatically.
Hot Leads and the leaderboard surface the deals worth working first.
Build a quote, send it, track the reply, move the deal to won in a click.
Won deals become invoices instantly; every open deal rolls into a live forecast.
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.
Rename and reorder stages to match exactly how your deals move — from first touch to won.
Tune the fit-and-intent score and the sources you capture from, so the right leads rise to the top.
Load your own products, pricing, and templates so quotes go out branded and accurate.
Set reps, roles, and who sees which pipeline — solo, a small team, or reps by region.
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.
One or two people wearing every hat? The leaderboard and ‘Your move’ nudges keep follow-ups from slipping.
Selling configured products? Build a quote from your catalog and turn the won deal straight into an invoice — no double entry.
Starting at $19.99/mo · No setup fees · Cancel anytime · Live the moment you sign up
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