CRM
Track deals, client engagement, and communication history
Active Deals
18
New Leads This Week
7
Revenue Pipeline
$124,500
Avg Response Time
2.4 hrs
| Client | Product/Promotion | Value | Stage | Assigned To | Last Activity | |
|---|---|---|---|---|---|---|
Acme Fabricators |
Calacatta Gold (Spring Clearance) |
$8,500 |
New Lead | Sarah M. |
Mar 22 — Expressed interest |
|
Stone Masters LLC |
Silestone Ethereal Dusk |
$12,400 |
Quoted | Mike R. |
Mar 21 — Quote sent |
|
Premier Surfaces |
Nero Marquina (3 slabs) |
$4,200 |
Reserved | Sarah M. |
Mar 20 — Reserved by staff |
|
Elite Countertops |
VIP Exclusive Preview |
$6,800 |
Contacted | BD Admin |
Mar 19 — Follow-up email |
|
Diamond Edge Design |
Taj Mahal Quartzite |
$15,200 |
New Lead | Mike R. |
Mar 22 — Viewed 3 times |
|
Granite World Inc |
Bianco Carrara |
$3,600 |
Completed | Sarah M. |
Mar 18 — Order fulfilled |
|
Pacific Design Group |
Porcelain Hex Mosaic |
$2,100 |
Quoted | BD Admin |
Mar 17 — Awaiting response |
|
Summit Stone Works |
Contractor Special promo |
$22,000 |
Contacted | Mike R. |
Mar 16 — Meeting scheduled |
Acme Fabricators expressed interest in Calacatta Gold via Spring Clearance promotion
Mar 22, 2:45 PM
BD Admin reserved 3 slabs of Nero Marquina for Premier Surfaces
Mar 22, 11:00 AM
Quote sent to Stone Masters LLC — Silestone Ethereal Dusk, $12,400
Mar 21, 4:30 PM
Low stock alert: Porcelain Hex Mosaic (2 remaining)
Mar 21, 2:00 PM
Diamond Edge Design viewed Taj Mahal Quartzite storefront page (3rd visit)
Mar 20, 10:15 AM
Email sent: VIP Exclusive Preview invitation to 12 clients
Mar 20, 9:00 AM
BD Admin added note: "Pacific Design Group requesting bulk discount"
Mar 19, 3:30 PM
Follow-up email sent to Elite Countertops about VIP Preview
Mar 19, 11:00 AM
Granite World Inc order marked as completed — $3,600
Mar 18, 5:00 PM
Summit Stone Works accessed Contractor Special promotion via link
Mar 16, 2:00 PM