Front Office
PowerOps Business Development is a standalone product — pipeline, prospecting, sequences, and CRM in one — that also bolts onto the service platform as its front office. A won pursuit becomes a service opportunity with the customer, site, and equipment already attached. No re-keying, no copy-paste between tools. A separate package, priced per user, on top of any service tier or on its own.
The full customer hierarchy — company → contacts → sites → equipment — with account types, tags, and primary/billing/emergency contacts. The same customer database the field and office work from.
Drag-and-drop pursuits across stages. Board positions persist per user, and every move is attributed to a named rep.
A full prospect and customer database with an activity timeline — calls, emails, and quotes recorded on the record, not in someone’s inbox.
Multi-step email/SMS cadences with automated follow-up. Build once, enroll prospects, track replies.
Inbound leads land in one queue for fast qualification before they ever hit the pipeline.
When a pursuit is won, the customer, site, and equipment flow straight into the service workflow — the office never retypes a thing.
Win rates, stage velocity, and forecast by rep. Know where deals stall before the quarter closes.
Built from the ground up for generator service operators.
Reps work a pipeline of prospects, run email sequences, and convert won deals straight into recurring PM agreements.
Web and phone leads hit the triage queue, get qualified, and become pursuits without falling through the cracks.
Track expiring agreements as pursuits so the renewal conversation starts before the contract lapses.
Yes. CRM is the heart of the Business Development package — prospecting contacts, companies, and the activity timeline. It runs on the shared customer/site/equipment database, which is core to every service plan, so the front office and service always see the same customer.
No — it is a separate package, priced per user. You can run it standalone, or add it onto any service tier (Dispatch, Service Pro, Compliance Suite, Enterprise) as the front office that hands off into service.
Yes. Winning a pursuit carries the customer, site, and equipment into the service workflow, so the office never re-enters data already captured up front.
Yes. Visibility is permission-gated and row-scoped — reps see their assigned accounts by default, with broader access granted by an Owner or Admin.
Pipeline changes are attributed to the authenticated rep with a server timestamp, consistent with the rest of PowerOps.
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