Marathon Finishing Systems
Every quote request, brochure download and call click in one admin panel, with analytics that show where leads come from and what turns into quotes.
An admin panel and analytics panel built for Marathon Finishing Systems, a spray booth and finishing equipment manufacturer. Lead names, companies and emails are blurred.
How the work moves
- Capture the lead · Website
- Screen it · System
- Assign and work it · Sales
- Quote and close · Sales
- Measure · Management
Where the work was getting lost
Quote requests, contact forms and brochure downloads came in through different website forms, with no shared list, owner or pipeline stage.
There was no way to see which sources and pages produced real quote requests, or how many phone calls the website was driving.
Follow the work, step by step
It plays on its own. Click any step to jump to it.
Capture the lead
Contact forms, quote requests and brochure downloads land in one list with the product and form answers.
Screen it
Suspected spam is held for review, and repeat inquiries are matched to earlier ones.
Assign and work it
Each lead gets an owner and a pipeline stage, with the visitor's journey and notes in one place.
Quote and close
Quoted leads are filtered by stage so follow-ups don't slip.
Measure
Analytics show submissions, sources, call clicks, quotes and win rate for any date range.
Every role sees its own work
Pick a role to see its view. The screens are illustrations, not client data.
Sales workspace
- Their leads and stagesNeeds you
- Visitor journey and notesIn progress
- Repeat inquiriesUp next
Each role sees the work it owns. Everyone works from the same record.
Management workspace
- Leads, quotes and win rateNeeds you
- Results by source and ownerIn progress
- Call click trackingUp next
Each role sees the work it owns. Everyone works from the same record.
Admin workspace
- Accounts and permissionsNeeds you
- Invite linksIn progress
- Read-only leads APIUp next
Each role sees the work it owns. Everyone works from the same record.
What runs itself, and what stays human
Automated
- Collecting every form and brochure download
- Holding suspected spam for review
- Matching repeat inquiries
- Tracking call clicks by page
People decide
- Assigning owners
- Quoting and pricing
- Moving leads through the pipeline
The difference it makes
- Every website lead lives in one list with an owner and a stage instead of an inbox.
- Sales sees what a buyer looked at before calling them back.
- Management can see which sources and forms turn into quotes, and how many calls the website drives.
Why this matters for healthcare, manufacturing and sales: Every quote request, brochure download and call click in one admin panel, with analytics that show where leads come from and what turns into quotes.
31 real screens from Marathon Finishing Systems
Filter by module, use the arrows, or open any screen full size. Customer names and amounts are blurred or sample data.
Build something like this
Custom CRM & Business Systems
A CRM shaped around your real sales and service process, connected to the work that happens after the sale.
Learn more →Internal Tools & Dashboards
Tools and dashboards that show your team what needs attention and why, not just more charts.
Learn more →Quoting & Estimating Software
Build consistent quotes from your own pricing rules, then turn every won quote into a job.
Learn more →
Start with the problem. We'll build the possibility.
Tell us what slows your team down. We'll map it with you and suggest a useful first release, whether you're in Houston or anywhere in Greater Houston.