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TOOL 01 · CRM

The deals desk for compressed air.

Compressor Sales tracks every opportunity, install, and follow-up — built on the same customers and assets your service team already lives in. No double entry. No deal forgotten in an inbox.

// 01 · PIPELINE
Track opportunities
Units, parts orders, and upgrades by stage and dollar value.
// 02 · PROJECTS
Manage installs
Quote to commissioning, with milestones and parts on order.
// 03 · FOLLOW-THROUGH
Never drop the ball
Every quote and next step gets an owner and a date.
01
// PIPELINE

Every compressor opportunity, tracked.

Log a new-unit sale, a parts contract, or a system upgrade against the customer and the asset it's for. Move it through stages, attach the quote, and watch the weighted forecast update as deals progress.

Stages that fit a dealer — Discovery, Quoted, Negotiation, Closing, Won.
Tied to the asset — quote the second rotary right from the machine's record.
One number — open pipeline value at the top of every rep's day.
PIPELINE · OPEN OPPORTUNITIES
5 deals · $214k
CUSTOMER OPPORTUNITY STAGE VALUE
Fjord Mills 2× GA37 rotary QUOTED $84k
Pacifica Foods Desiccant dryer NEGOTIATION $31k
Summit Dairy VSD upgrade DISCOVERY $46k
Kern Lumber Parts contract CLOSING $12k
Ironwood Co-op Pull-behind unit QUOTED $28k
INSTALLS · IN FLIGHT
3 projects
Pacifica Foods — GA90 install SHIPPED
Quoted Ordered Shipped Installed
Summit Dairy — VSD retrofit ORDERED
Quoted Ordered Shipped Installed
Kern Lumber — Dryer add INSTALLED
Quoted Ordered Shipped Installed
→ From quote to commissioning, one board.
02
// PROJECTS & INSTALLS

Installs and big projects, on one board.

A won deal becomes a project automatically. Track it from quote through ordering, shipping, install, and commissioning — with the parts and the install date attached, so the schedule and the warehouse stay in sync.

Milestones — Quoted → Ordered → Shipped → Installed, at a glance.
Parts on order — nothing waits on a unit nobody ordered.
Hands off to service — commissioned units land in the service tool ready for PM.
03
// FOLLOW-THROUGH

Never drop a quote or a follow-up.

Every quote sent, callback promised, and next step owed lives in one shared list with an owner and a date. The whole desk can see what's open — so a deal never dies because someone went on vacation.

Owner + date on every commitment — no orphaned tasks.
Shared visibility — the whole desk sees what's open and overdue.
One thread per customer — sales and service notes in the same place.
OPEN · NEXT STEPS
OPEN
Summit Dairy — Send VSD quote
owner Dani · due Fri
CLEARED
Fjord Mills — Follow up on rotary quote
owner Jake
CLEARED
Pacifica — Schedule install walkthrough
owner Marcus
CLEARED
Kern Lumber — Parts contract signed
owner Jake
CLEARED
→ Every promise in one list. Whole desk can see it.
// ONE PLATFORM

The deal you close becomes the machine you service.

Sales and Service run on the same customers, the same assets, and the same parts catalog. A won install lands in the service tool ready for its first PM — no re-keying, no second system.

See Compressor Service →
// PILOT WAITLIST

Run your deals desk on NORDVEST.

Join the pilot and we'll set up your pipeline, projects, and customers with you — directly.