Orange Shoe Glad Pipeline Desk
Features How it works Your instance Request a demo
Built for structural & exhibit systems sales

The CRM & quoting platform built for how you actually sell.

Pipeline Desk turns a rep's meeting notes into a structured record, a complex itemized quote into a value-driven proposal your client actually wants to read, and a week of visits into an optimized route — one connected system, not five disconnected tools.

Request a demo See how it works

No per-seat license. Your own data, your own subdomain, your own instance.

Generated automatically from a quote

M Modulus
Client Proposal
Acme Expo Group
Ref. MX-2041 · Valid 30 days
Structures 3 items$2,382.00
Connectors 2 items$510.00
Accessories 2 items$1,764.00
Total investment $4,656.00

One system, start to finish

Six steps. One record. No re-typing.

01 Meeting notes Typed in a rep's own words.
02 AI-structured record Account, stage, value, health — filled in.
03 Pipeline tracking The deal updates itself.
04 Instant pricing A real number in minutes.
05 Client proposal Branded, trackable, one click.
06 Executive report Pace and pipeline, rolled up.

Everything in one login

Built for the whole sales motion

AI-powered capture A rep writes a plain-language recap — account, contacts, stage, deal health, and next steps come out the other side already filled in. A photo of a business card creates the contact for you.
A real CRM core Accounts, contacts, a weighted deal pipeline, and every meeting and task logged against the record it belongs to — nothing lives in a silo or a separate spreadsheet.
Competitive displacement tracking A named account you're trying to win off an incumbent gets its own staged pipeline, tied to a real deal value — not a sticky note on someone's desk.
Auto-routed travel planning Pick a city. The planner clusters nearby accounts geographically, orders each day by drive time, and lays it onto a real clock — then every stop is still freely drag-and-droppable.
Catalog-accurate quoting Parametric structure and lighting calculators price against your real catalog — real SKUs, real per-inch rates, real cut fees. Upload a technical drawing and it's priced automatically, no manual entry.
Piece-by-piece 3D design Build a structure the way it's actually assembled, post by joint by post, with a live itemized bill of materials as you go.
Value-driven proposals One click turns the complex, itemized quote your team built into a clean, branded, solutions-driven proposal a client actually wants to read — same numbers, no re-typing, fully trackable once it's sent.
Executive reporting Budget pace, pipeline health, and a short AI-written weekly overview, shareable with a link — a byproduct of normal selling, not a Friday-afternoon chore.

See it in action

From a line-item quote to a proposal clients actually read

Pipeline Desk takes the complex, itemized quote your team already builds and turns it into a clean, branded, value-driven proposal — same numbers, presented the way a decision-maker actually wants to see them.

The quote you start with

QUOTATION
Ref. QT-20000-0 · Rev. 1
Bill to:
Acme Expo Group
Item ref. Description Qty Un. pr. Amount
STRUCTURES
11-0000-AFrame profile, 3m24$42.00$1,008.00
11-0041-AFrame profile, 1m12$18.50$222.00
56-01-0000Corner joining set18$64.00$1,152.00
CONNECTORS
92-1000Quick-release connector40$9.25$370.00
92-1004T-connector10$14.00$140.00
ACCESSORIES
CM-PAL-000-00Printed fabric graphic6$210.00$1,260.00
V-00-00-00x00LED line cover, warm30$16.80$504.00
TOTAL (EXCL. TAX)  $4,656.00
→ Pipeline Desk

The proposal your client sees

M Modulus
Client Proposal
Acme Expo Group
Ref. MX-2041 · Valid 30 days
Structures▶ Watch 3 items$2,382.00
Connectors 2 items$510.00
Accessories 2 items$1,764.00
Total investment $4,656.00
14 opens · 5 unique visitors · last viewed 2 days ago Scrolled through: Structures, Pricing, Logistics
Product videos, matched automatically Each chapter links straight to a short video of the real system in action — matched to that chapter's own scope automatically, no manual curation.
Know when they're actually reading it See every open, how many different people opened it, and exactly which chapters they scrolled through — not just whether the email was delivered.
One proposal, two formats Share a live, trackable web link or download a client-ready PDF — the same branded proposal either way, generated from the same click.

Your own instance

Your own data. Your own subdomain.

Every customer gets a dedicated Pipeline Desk instance on its own subdomain — your catalog, your users, your data, never mixed with anyone else's. No self-signup, admin-invited accounts only, and full export of your own data whenever you want it.

yourcompany.orangeshoeglad.com
Point your own domain at it, or use the subdomain we provision on day one — either way, nothing shared, nothing shipped until it's reviewed and tested.

See it on your own catalog.

Bring a real drawing or a real quote and we'll show you Pipeline Desk pricing it, start to finish.

Request a demo
Pipeline Desk Orange Shoe Glad
Features How it works hello@orangeshoeglad.com