Blueprint / Sales and customers

Lead, sales and estimate

Prospects, quotes and sales tooling. source: pest-crm-crosswalk_v1.html

Why this block matters

A customer starts as a lead. PestPac Sales Center passes closed deals to scheduling. source: pestpac.com/features/pest-control-crm-software
Door-to-door selling has its own tools: FieldRoutes manages sales areas and runs contests for its reps. source: knowledgebase.fieldroutes.com/docs/sales-door-to-door.md

Areas in this block:
Leads and pipelineQuotes and bidsDoor-to-door salesPricing calculator

Shown by: FieldRoutes, PestPac, Briostack, GorillaDesk, Research and sources for this block

1Our CRM and vendors 2How it connects 3Inbox

How Well We Know This Block

A person sets it on a 5-step scale. Click a step to set it as Ivan (mock sign-in, top right).

Not Explored

Nobody looked into this block yet.

First Look

Someone read the vendors’ public pages for it once.

Vendors Compared

We know how each of the 4 vendors does it.

Plan Drafted

Our CRM plan for the block is written. Open points remain.

Full Clarity

We agree how we build it. No open points remain.

Now: Not Explored. Set by Ivan, 2026-10-28 07:08 UTC (mock).

Now: First Look. Set by Ivan (mock).

Now: Vendors Compared. Set by Ivan (mock).

Now: Plan Drafted. Set by Ivan (mock).

Now: Full Clarity. Set by Ivan, 2026-10-28 07:12 UTC (mock).

Earlier settings (1)Earlier settings (1)Earlier settingsEarlier settingsEarlier settingsEarlier settings (4)

Not shown in the Loom recording.

Step 1

Our CRM and the 4 Vendors

One tab each, same layout. The number counts the lines, terms and notes in a tab.

Our CRM1 line FieldRoutes98 terms and notes, 35 screens PestPac3 terms and notes Briostack5 terms and notes GorillaDesk2 terms and notes Full screen

Our CRM in Lead, sales and estimate

Our CRM: How We Build Lead, sales and estimate

The same layout as a vendor tab. Each line carries one mark: agreed by a person, or waiting. Our CRM across all 20 blocks

Agreed by a person, with the dateWaiting: said or asked in Slack, or agent researchExample. No decision yet.

Screens

No screens of our own CRM for this block yet.

What the block does for us

Prospects, quotes and sales tooling.

Agent research, waiting for a person source: What the block is blueprint research, block row

The data it holds

Nothing yet. A line arrives here when a person accepts an item from the inbox.

Our picks: which vendor idea we take, and why

Nothing yet. A line arrives here when a person accepts an item from the inbox.

Open points

Nothing yet. A line arrives here when a person accepts an item from the inbox.

Step 2

How This Block Connects

Click a block for its vendor terms.

Solid arrow: a source shows this linkDashed arrow: our hypothesis, no source yetThe word on an arrow says what one block does to the next.

Step 3

Inbox: New Items for This Block

Items from Slack, uploads and agent research wait here. Accept moves an item to its place.

Add from here

Planned: post in Slack and mention the agent, and it files the post here. Today the copy of Slack keeps the text and file names only.

Upload a screen or note

Ask the agent to research

For example: how does PestPac bill a customer with 12 sites?Ask

Mock: no agent runs in this static page.

Nothing waits in this inbox.

Where this block is stored: How it works, part 2.