CRM & Contact Manager
Track leads, manage deals, and never miss a follow-up
Total Contacts
86
+12 this month
Open Deals
8
$47.5k pipeline
Deals Won (Q1)
5
$28,000 revenue
Follow-ups Due
4
2 overdue
Recent Activity
| 📞 Called Sarah Chen | TechStart Inc | Today |
| ✉️ Emailed proposal to Mike Rodriguez | DesignHub | Yesterday |
| 🤝 Meeting with Lisa Park | Brand Co | Mar 7 |
| 💰 Deal closed — GrowthLab | $8,000 | Mar 5 |
Contact Database
| Name | Company | Role | Temperature | |
|---|---|---|---|---|
|
SC
Sarah Chen |
TechStart Inc | VP Engineering | sarah@techstart.io | 🔥 Hot |
|
MR
Mike Rodriguez |
DesignHub | CEO | mike@designhub.co | ☀️ Warm |
|
LP
Lisa Park |
Brand Co | Marketing Dir | lisa@brandco.com | 🔥 Hot |
|
JW
James Wright |
StartupXYZ | Founder | james@startupxyz.io | ❄️ Cold |
Lead $12,000
Website Redesign
NewBrand Co
$5,000
Mobile App
FreshStart
$7,000
Qualified
$15,500
E-commerce Build
ShopWell
$8,500
API Integration
TechStart Inc
$7,000
Proposal
$20,000
Brand Platform
DesignHub
$12,000
Dashboard Build
Brand Co
$8,000
Won (Q1)
$28,000
Email System
GrowthLab
$8,000
UI Kit
DesignHub
$12,000
Landing Pages
MediaFlow
$8,000
Upcoming Follow-ups
| Contact | Company | Action | Due | Priority |
|---|---|---|---|---|
| Sarah Chen | TechStart Inc | Send revised proposal | Overdue — Mar 7 | Urgent |
| Lisa Park | Brand Co | Follow up on meeting | Overdue — Mar 8 | Urgent |
| Mike Rodriguez | DesignHub | Check on proposal status | Tomorrow | High |
| Ana Torres | NewBrand Co | Schedule discovery call | Mar 12 | Normal |