Features
Pipeline Tracker Dashboard
The tracker is the single screen your team can run the day from. Every lead in the workspace sits in exactly one of five stages, carries its own score badge, and keeps the full history of what was sent and what came back. There is no separate CRM to reconcile and no spreadsheet drifting out of date.
Stage changes are mostly automatic. Delivery moves a lead forward, a classified reply moves it forward again, and a booking or refusal closes it. You can always override a status by hand, edit the lead's details, or delete it — deletion also removes its scheduled follow-ups so nothing keeps sending after the record is gone.
Because each workspace is tenant-isolated at the database level, your leads are only ever visible to your own team. The overview feed reads real records from your workspace, and shows a quiet-pipeline state rather than fabricated activity when there is genuinely nothing new.
New
The lead has just arrived from a form, embed or manual intake. Veyro scores it, assembles business context, and prepares the first reply. Nothing needs to be done by hand at this stage.
Contacted
The 60-second first reply has been delivered from your business sender address and BCC'd to the workspace owner. The multi-day cascade queue is now active and the step counter begins incrementing.
Qualified
The homeowner replied and the strategist classified the intent as real work inside your coverage area. Scope, urgency and location have been confirmed enough to justify a site visit or estimate.
Booked
An appointment or job is agreed. The cascade stops immediately so the homeowner never receives another chase email after committing. The lead stays on record with its full message history.
Lost
The homeowner declined, went with another contractor, or the request fell outside your trade and service area. Follow-ups halt, and the lead remains in reporting so you can see where volume leaks.
What each stage reports
Analytics roll these stages into response time, contact rate, qualification rate and booked volume, so you can tell the difference between a lead-quality problem and a follow-up problem — and fix the right one.