Sales funnel
Track leads from first contact through demo, pilot and contract—with ownership and blockers visible at every stage.
- Pipeline stages
- Lead routing
- Demo scheduling
- Pilot provisioning
BOXCASE TEAM OPERATIONS
The operating system for sales, tenants and performance.
Track every lead through the funnel, provision tenant workspaces and see the metrics that show what is working—so your team spends less time reconciling status and more time closing deals.
- 30-minute discovery call, focused on your workflow
- Sales funnel with clear ownership at every stage
- Tenant provisioning and health in one view
- Live performance metrics—not end-of-month exports
- Role-based access for sales and operations
Book a call with the BoxCase team. No generic product tour.
app.boxcase.com — team operations
Team operations
Sales funnel12 active
- Qualified4
- In pilot2
- Contract1
Staff readiness28
Active tenants
24 healthy3 provisioning
Performance metrics
38%
Lead-to-tenant conversion
18d
Median provisioning time
94%
Service-ready rate
Pipeline stages with clear ownershipTenant provisioning and healthCross-tenant performance metricsEvery critical action recordedRole-based access for sales and ops
THE REAL BOTTLENECK
Growth is not the problem. Visibility is.
Leads sit in one tool, tenant setup in another, and delivery metrics in exports nobody trusts. The team repeats status checks, chases handoffs and rebuilds the same report for every review.
CRM export
Spreadsheet tracker
Tenant config doc
Slack thread
Manual reminder
Ad-hoc dashboard
BoxCase gives the team one controlled operating view.
GET STARTED
Book a call and map your sales funnel.
See how leads move from first contact to signed tenant. Walk through pipeline stages, tenant provisioning and the metrics your team already tracks.
Pipeline view ready on first login
Sales and operations in one workspace
Live metrics, not end-of-month exports
Tenant context on every record
SALES FUNNEL
From first lead to active tenant.
Each stage shows the owner, next action and blockers—so the team moves prospects forward without losing context at handoff.
- 01
Lead
Capture source, fit and initial contact.
- 02
Qualified
Confirm scope, budget and decision timeline.
- 03
Demo
Run a focused workflow review, not a generic tour.
- 04
Pilot
Provision a tenant and validate one real journey.
- 05
Contract
Track agreement, billing setup and go-live date.
- 06
Provisioned
Configure branding, roles and integrations.
- 07
Active
Monitor usage, support load and renewal signals.
- 08
Expand
Reuse data to launch the next service or brand.
What changes when operations become a system
Teams with a single operating view spend less time reconciling status and more time closing tenants and improving delivery.
Book a discovery call1
Pipeline view
Every lead stage with owner and next action
Live
Tenant health
Provisioning status, usage and support signals
Real-time
Metrics
Conversion, onboarding time and bottlenecks
Three views the BoxCase team runs every day.
Tenants
Provision workspaces, configure branding and roles, and monitor tenant health without leaving the operating record.
- Tenant lifecycle
- Branding and domains
- Role permissions
- Usage and support signals
Metrics
See conversion, onboarding time, waiting time and delivery bottlenecks—the numbers that explain what to fix next.
- Commercial performance
- Operational dashboards
- Tenant comparisons
- Audit and exports
ONE RECORD
Reuse tenant and lead data without losing its source.
A verified value can populate later stages, agreements and reports. BoxCase records who supplied it, when it changed, what evidence supports it and whether the team approved it.
Verified field
Tenant plan
- Source
- Sales qualification form
- Last updated
- 12 Aug 2025
- Status
- Confirmed at contract
- Linked evidence
- Signed order form.pdf
- Used by
- Provisioning checklist, billing setup
TENANT READINESS
Know exactly what is missing—and who must act.
Provisioning readiness is not a decorative percentage. It is a live explanation of incomplete configuration, pending approvals, unpaid amounts and blocked dependencies.
82%
Service-ready
- Waiting on tenant: domain verification
- Waiting on team: branding review
- Blocked: billing connection
- Go-live: 14 September
TENANT VERTICALS
Monitor performance across every industry you serve.
Real Estate
Track tenant onboarding volume, transaction readiness and document completion across property firms.
- Pipeline by region
- Transaction readiness
- Closing checklist
Immigration Services
Monitor case intake, evidence collection and readiness across immigration tenant workspaces.
- Case intake volume
- Evidence completion
- Case readiness
Accountancy
See recurring request completion, engagement setup and period-close performance by tenant.
- New tenant setup
- Monthly records completion
- Year-end workflow
Advertising Agencies
Track brief completion, asset approvals and deliverable throughput across agency tenants.
- Client discovery volume
- Campaign brief status
- Deliverable approval
HR Departments
Monitor preboarding completion, document collection and role-based onboarding across HR tenants.
- Employee preboarding
- New starter completion
- Offboarding
Payroll Companies
Track employer setup, employee onboarding and payroll-cycle readiness across payroll tenants.
- Employer setup
- Employee onboarding
- Payroll-cycle readiness
READY TO RUN OPERATIONS?
Most teams know where visibility breaks. BoxCase fixes the handoffs.
Whether you manage five tenants or fifty, the workspace shows pipeline progress, tenant health and delivery metrics in one place.
Start with the sales funnel view
Bring sales, ops and delivery leads
TENANT PROVISIONING
Configure every tenant workspace under your control.
Set domains, visual identity, sender address, terminology and document branding. Run multiple brands from one team workspace with clear provisioning checklists.
Northgate AdvisoryBranded portal
Harbor LegalBranded portal
Summit PayrollBranded portal
- Custom domain
- Logo and colours
- Approved typography
- Email sender
- Portal terminology
- PDF and invoice branding
AUTOMATION WITH BOUNDARIES
Automate proposals. The team verifies.
Use automation to classify documents, extract fields, summarise engagements and draft follow-ups. Policy controls the provider, permitted tasks, data sent and required approval.
Tenant AI policy
Provider
Azure AI
Region
EU
Raw document sent
Yes
Human approval
Required
Result retention
30 days
Source citation
Enabled
CONTROL BY DESIGN
Keep tenant access, team access and automation inside defined boundaries.
Tenant context, database policies, private files, short-lived access, role permissions and audit events are built into the operating model—not added as a marketing badge.
Connect the systems the team already uses.
BoxCase orchestrates sales and tenant operations and sends structured information to CRM, billing, calendar and accounting systems of record.
- BrevoAvailable
Payments
- StripeAvailable
- MolliePlanned
Signatures
- E-signature providersIn development
Calendar
- Microsoft 365Available
- Google CalendarAvailable
Accounting
- QuickBooksAvailable
- XeroAvailable
Automation
- WebhooksAvailable
- Make/Zapier-compatible endpointsAvailable
See how sales, tenants and metrics run together.
Book a discovery call with the BoxCase team and map the views you need first.