1099Suite - KPI & CRM Tracking

Built for 1099 sales reps. Built to close.

1099Suite is the all-in-one app for independent sales professionals — solar, roofing, insurance, real estate, service, and beyond. Track your activity, run your pipeline, log your deductions, and hit your goals, all from one place.

Stop juggling five apps and a spreadsheet. 1099Suite replaces your CRM, mileage log, expense tracker, and activity journal — so you can spend your time selling, not tracking.

EVERY KPI THAT MATTERS
• One-tap tally for doors, dials, appointments, closes — whatever you sell with
• Fully custom KPIs that match your exact workflow
• Daily, weekly, monthly, and yearly views to spot trends
• Set goals by activity, revenue, or installs and watch your progress fill in

A CRM BUILT FOR THE ROAD
• Start with templates (Solar, Service, Simple) or build your own pipeline
• Track leads from first knock to cashed commission
• Multi-payment tracking with per-payout paid status
• Auto-calculated revenue, net commission, and deductions per lead
• One-tap call, text, and maps directions to the doorstep
• Follow-up reminders so nothing slips through
• Pipeline stage changes can auto-tally your KPIs

TAXES DONE RIGHT
• Link your bank with Plaid and swipe to classify transactions
• Automatic GPS mileage tracking — or log trips manually
• IRS-rate calculations for business, medical, and charity miles
• Per-lead deductions that flow into your net commission
• Export-ready records for tax time

GOALS THAT KEEP YOU MOVING
• Daily, weekly, monthly, yearly, custom, and all-time goals
• CRM goals that track real paid revenue or install count
• Smart reminders with recurring schedules and push notifications
• Stay on pace without opening a spreadsheet

BUILT FOR TEAMS
• Create an Organization, invite your team, share a dashboard
• Group chat with teammates in-app
• See the leaderboard without exposing personal data

MORE TOOLS FOR THE 1099 LIFE
• Digital business card — share via QR or native share
• Personal to-do list with follow-up triggers from the CRM
• Full dark mode and light mode
• Clean, fast, icon-driven design

Download 1099Suite today and run your 1099 business like the real business it is.

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