CRM

Track leads, deals and customer relationships.

Leads

1,2846.9%

vs. last month

Deals Won

34211.2%

vs. last month

Pipeline Value

$1.42M8.4%

vs. last month

Win Rate

26.6%1.7%

vs. last month

Deals Pipeline
Open opportunities by stage
Lead6
$153k
Vertex Labs
$4,200
EmEmma Nguyen
Blue Harbor
$12,748
HaHarper Nguyen
Meridian
$21,296
AvAva Nguyen
Vertex Labs
$29,844
AmAmelia Nguyen
Blue Harbor
$38,392
IsIsabella Nguyen
Meridian
$46,940
EmEmma Nguyen
Qualified6
$166k
Northwind
$6,337
NoNoah Novak
Sunroot
$14,885
BeBenjamin Novak
Ironclad
$23,433
MaMason Novak
Northwind
$31,981
DaDaniel Novak
Sunroot
$40,529
AiAiden Novak
Ironclad
$49,077
NoNoah Novak
Proposal6
$179k
Lumen Co
$8,474
SoSophia Fischer
Kite Digital
$17,022
ChChloe Fischer
Wavelength
$25,570
MiMia Fischer
Lumen Co
$34,118
OlOlivia Fischer
Kite Digital
$42,666
ElElla Fischer
Wavelength
$51,214
SoSophia Fischer
Won6
$192k
Aperture
$10,611
LuLucas Bauer
Foundry
$19,159
LiLiam Bauer
Silverpeak
$27,707
JaJames Bauer
Aperture
$36,255
EtEthan Bauer
Foundry
$44,803
ElElijah Bauer
Silverpeak
$53,351
LuLucas Bauer
Revenue Overview
Closed-won revenue for the past year
Activity Feed
Latest updates from your team
  1. Em

    Emma Carter created a new order #ORD-7241

    2 min ago
  2. Li

    Liam Nguyen upgraded to Enterprise plan

    18 min ago
  3. Ol

    Olivia Patel left a review on Pulse Watch

    1 hour ago
  4. No

    Noah Kim requested a refund for #ORD-7188

    3 hours ago
  5. Av

    Ava Brooks invited a teammate to Vertex Labs

    5 hours ago
  6. Et

    Ethan Silva completed onboarding

    Yesterday
Recent Contacts
Newest people added to your CRM
Em

Emma Nguyen

Vertex Labs

Active
No

Noah Novak

Northwind

Pending
So

Sophia Fischer

Lumen Co

Inactive
Lu

Lucas Bauer

Aperture

Active
Ha

Harper Nguyen

Blue Harbor

Inactive
Be

Benjamin Novak

Sunroot

Active
Ch

Chloe Fischer

Kite Digital

Pending
Li

Liam Bauer

Foundry

Inactive
Av

Ava Nguyen

Meridian

Pending