Sales & Pipeline — Troy
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
Sales & Pipeline
Run your sales floor without the black box.
meettroy.ai

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.

Explore more of Troy

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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