Pipeline tracking
Move jobs through the stages your team defines — from first look to closed-out project — with a complete status-change history. Lost deals capture the reason, competitor, and winning line.
For commercial HVAC manufacturers' reps
The bid-to-project pipeline, directory, and document hub HVAC rep teams run on every day — built on a data model that's AI-native from the ground up, with a Model Context Protocol server built in. The baseline you need, on an architecture made for AI.
From the first set of drawings to a closed-out job — and the analytics to learn from every one.
Move jobs through the stages your team defines — from first look to closed-out project — with a complete status-change history. Lost deals capture the reason, competitor, and winning line.
A tenant-shared directory of the companies and people in your market — so the whole team works from the same source of truth.
Per-job document repositories, organized into the categories you configure — drawings, pricing, submittals, and more — with upload, download, and full project export.
Reads mechanical drawings and specs, extracts the scheduled equipment, and classifies each item against your represented lines — your line, substitution opportunity, or other.
A Sales view for win rate, losses by reason and competitor, time-in-stage, and pipeline by market — plus an Equipment view for extraction stats and position by manufacturer.
A Model Context Protocol server ships with the platform — so Claude or any AI tool can answer questions about your jobs, companies, pipeline, and lines in plain language. No exports, no glue code.
Why Linchpin is different
Most tools add AI as a feature. Linchpin is built the other way around: the data model, the workflows, and the document layer were designed for AI from day one — so every job, contact, and extracted spec is structured for analysis, automation, and the agents you'll want next.
AI spec analysis
Upload the mechanical drawings and specifications. Linchpin reads the schedules, pulls out the equipment, and tells you where you stand on every item — whether it's a line you represent, an opening for a substitution, or someone else's.
New module · Manufacturer Intelligence
Keep everything your manufacturers send you in one place — spec sheets, marketing materials, equipment updates — and just ask. Retrieval-augmented AI answers your natural-language questions straight from the source documents, with citations. And Linchpin watches the web for you, pulling public news and announcements from every manufacturer on your line card into a single feed.
See your own pipeline, manage your jobs, and know exactly where every bid stands.
See the whole tenant's pipeline, drill into any rep, and run the analytics that drive strategy.
Multi-tenant from day one — strict per-tenant isolation, with super-admin oversight across agencies.
Tell us about your agency and we'll set up a walkthrough.