Hardware decommissions
A client retires a fleet. Capture the inbound, attach the decommission list, and price it out — without leaving the row.
- Asset list attached
- Priced from eBay comp data
- Quote generated
Captures leads from the outreach channels you already run
- Email Bison
- Instantly
- Smartlead
- HeyReach
- Aimfox
- PlusVibe
- Facebook Lead Ads
- Clay
The whole funnel, in one console.
Follow a lead from first reply to closed deal. Each stage does the routine moves for you, so a rep only touches the work that needs judgment.
Stage 1 · Capture
Every reply becomes a lead — automatically.
Webhooks pull leads in from LinkedIn and cold email the moment they reply, deduped by identity so nothing arrives twice and nothing slips through.
- Connect your outreach channels once
- Deduped by email + profile identity
- Zero manual copy-paste from inbox to CRM
Pipeline & Opportunities214 open
| Lead | Company | Stage |
|---|---|---|
| Priya Raman | Meridian Health | Waiting on List |
| Tom Okafor | Northgate Logistics | List Priced Out |
| Dana Whitfield | Cobalt Data Centres | Qualifying Call |
| Marco Bellini | Halden University | Closed Won |
| Aisha Karim | Pentworth Council | Waiting on List |
Every inbound lead deduped and routed — 0 unassigned
Built for the work ITAD actually does.
Not a generic pipeline with your labels pasted on. The stages, the pricing, and the hand-off are shaped around IT asset disposition from the first lead to the ERP record.
Data-centre exits
Large multi-category exits — servers, storage, networking. Track value across categories and hand a clean record to your ERP.
- Value tracked by category
- Deal through Closed Won
- Synced to ERP
Refresh & asset recovery
Recover value from refresh cycles. Reactivate dormant leads, route referrals, and keep the recovery pipeline moving.
- Dormant leads reactivated
- Referrals routed
- Recovery board tracked
Everything the desk needs, in one place.
Inline-editable boards
Staged pipelines with cell-level editing. Edit where you look — no modal detours.
One-click enrichment
Find a lead's phone or company size on demand through Clay, straight from a custom action column.
Client portal
Invite external client companies into a scoped view, so they see their own pipeline and nothing else.
Channel capture
Connect LinkedIn and cold-email tools once; every reply becomes a deduped lead automatically.
Visual workflows
An n8n-style builder for the branching automations, alongside flat rules for the simple ones.
Light & dark
One token system, both themes. Every screen survives a light/dark flip with zero changes.
Why not just use a generic CRM?
You can bend a general-purpose CRM into an ITAD shape. Then you maintain the bend forever. Here's what comes built in instead.
Generic CRM
ITAD CRMPurpose-built
Lead capture
Manual import & basic forms
Deduped webhook capture from LinkedIn + cold email
Qualification
Generic stages
Asset-list-gated SQL, priced from eBay comp data
Quoting & hand-off
Bolt-on or none
ITAD quotes → deal → clean ERP record
Client access
All-or-nothing sharing
Scoped portal — clients see only their pipeline
Automation
Basic field rules
Flat rules + a visual workflow builder
Your clients' data stays yours.
You're handling other companies' asset inventories. Isolation isn't a setting here — it's how the data model is built.
Per-workspace isolation
Every lead, deal, and document is scoped to your workspace at the database layer — not just hidden in the UI.
Scoped client portals
Invite a client and they see only their own pipeline. No cross-account visibility, ever.
Keyed, revocable access
Per-workspace webhook secrets and API keys that you can rotate or revoke the moment you need to.
A full audit trail
Who changed what, when — status moves, field edits, and automation runs are all logged, nothing silent.
Questions, answered.
Connect your outreach tools once. A webhook turns every reply into a lead the moment it lands, deduped by email and LinkedIn identity so nothing arrives twice and nothing slips through.
Email Bison, Instantly, Smartlead, PlusVibe, HeyReach, Aimfox, and Facebook Lead Ads — plus a generic webhook for anything else. Lead enrichment runs on demand through Clay.
Yes. Every lead, deal, and document is scoped to your workspace with row-level security at the database layer — not just filtered in the interface.
Invite a client company to a scoped portal that shows only their own pipeline. They never see anything else in your workspace.
Turn a qualified lead into an ITAD quote, convert it to a deal, track its value through Closed Won, and hand a clean record off to your ERP.
Both. One token system drives every screen, so it reads correctly in either theme with no separate work.
Stop chasing your own pipeline.
Wire up your channels once. Let ITAD CRM keep every lead moving.
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