Does HDA manage deals and pipelines?

Absolutely. HDA includes a robust pipeline and deals management system built with the workflow of service businesses in mind. Rather than a generic sales funnel, your pipeline mirrors real-world stages like “New Lead,” “Appointment Scheduled,” “Estimate Sent,” “Job Completed,” and “Follow-Up/Review Requested.” You have visibility into where each opportunity and customer stands and can trigger automations at every key transition.

Each deal card or job pipeline stage supports notes, attachments, and custom tags so your team can stay informed. When a lead moves from one stage to another, you can automatically send follow-up texts or emails, request a review, or trigger upsell sequences—eliminating manual handoffs and keeping leads moving forward.

Moving deals through the pipeline is intuitive—you drag and drop, and automations kick off based on the stage change. This seamless integration between CRM and marketing automation ensures nothing falls through the cracks during busy shop days.

If your business handles different types of work (fleet service, emergency calls, mobile jobs), you can create multiple pipelines to match. Each one has its own stages, automations, and reporting—giving you clarity across your revenue streams.

In essence, HDA doesn’t just capture leads—it helps you manage, nurture, and convert them with the structure and automation your shop needs to scale.