Product · Deals
Every lead, all the way to won.
Each sale is a card on a board, from new lead to won. Drag it to the next stage, and plan the job the moment it’s won.
What it does.
- 01
A board you drag
New lead, contacted, qualified, meeting booked, closing soon. Drag the card forward, with Undo if you slip.
- 02
Leads come in on their own
Requests from your Alori website land on the board. Paste one link in Zapier, Make or Google Ads, or forward form emails.
- 03
Won turns into a job
Mark a deal won and plan the job with its price. Mark it lost and pick why, so you see what to fix.
- 04
Value at a glance
Open value and won in 30 days sit at the top. Add monthly lines and see MRR, ARR and the first year.
Change it by asking.
Your app isn’t frozen on day one. Write what you need, the way you’d text it. Alori makes the change and shows you before anything goes live.
- Add a stage Site visit after Contacted
- Make a second pipeline for maintenance contracts
- Show the gate code for each customer on the deal page
Works with the rest of your app.
Every module shares the same customers and the same data. Nothing to copy from one app to another.
- AutomationsYour admin work, done on its own
- AI botAn AI teammate you text, call and chat with
- ConversationsTexts, email and calls on the customer’s file
- CallsCalls from your CRM, written down
- EmailYour own Gmail, with replies drafted
- Website chatA chat bubble your bot and team answer
- WebsiteA fast site customers find on Google
- CustomersEvery customer, address and job
- QuotesFrom your price list, approved online
- Online bookingCustomers pick a time, you both get an email
- Email campaignsNewsletters and promos, with open reports
- Help centerAnswers for your customers, on your site
- ScheduleYour team’s week, drag to reschedule
- JobsFrom booked to done, with photos
- TasksYour team’s to-dos, projects and boards
- MeetingsVideo meetings with an AI summary
- InvoicesInvoice the job, see who owes you
- EmployeesHiring, papers, time off and hours