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Purio for Water Treatment

Winning the account

Sales Pipeline

Leads, appointments, proposals, and agreements on a board every rep can work. Purio keeps the source attached from the first scan to the signed agreement, so you can tell which campaign actually paid for itself.
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Purio sales pipeline board with leads arranged in stages such as contacted and water test scheduled

The pipeline board, with each lead carrying its rep, its source, and its next step.

What it does

From first contact to signed agreement

A lead in Purio holds the contact, the address, the rep who owns it, and where it came from. From there it moves across the pipeline board through the stages your dealership uses, picking up appointments, proposals, and finally an agreement. Sales reps work their own column, and a general manager watches the whole board by location.

Every pipeline begins with a required Entry stage that is locked. It cannot be deleted and it cannot be reordered. That is deliberate. Leads are not only created by hand on the board. They arrive from hosted forms, from QR code scans, and from imports, and each of those needs a destination that is guaranteed to exist. Because Entry is always there and always first, a lead created at two in the morning by a form submission is sitting in a predictable place when the office opens.

Source attribution follows the lead. A lead created from a tracked QR code keeps that code as it moves stage to stage. When it closes, the conversion and the revenue attribute back to the mailer, sign, or landing page the code was printed on, which is what makes it possible to compare one campaign against another honestly rather than by feel.

What's included

  • Lead records

    Contact, address, owning rep, source, and status in one record.

  • Pipeline board

    Drag leads across the stages your dealership actually uses.

  • Locked Entry stage

    A required first stage that cannot be deleted or reordered, so inbound leads always land.

  • Appointments

    Schedule water tests and sales calls, and work them from the sales app.

  • Proposals

    Send the customer a proposal from the lead and track where it stands.

  • Agreements

    A signed agreement converts the lead into a customer with their property.

  • QR source attribution

    Leads keep the tracked code they came from all the way to closed revenue.

  • Commissions and comp plans

    Calculate rep pay from the deals on the board.

Sales questions dealers ask

What the pipeline hands off to

Turn a water test into a signed account.

Deals, proposals, and commissions tracked through to install.

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