Demonstration — fictional data, saved in this browser.

Small Business CRM

Deals

$286,800 in open pipeline · drag cards between stages

Lead4

$35,600

Maintenance plan billing

CoolBreeze HVAC Services

$6,800DO

Wholesale order tracker

Sugar Mill Bakehouse

$3,800DO

Refill reminder platform

Cypress Point Pharmacy

$11,300PL

Class booking & memberships

Pulse Forge Fitness Studio

$13,700PL
Qualified3

$66,300

Owner reporting dashboard

Palm Harbor Property Group

$12,500PL

Repair order & parts system

Gearline Auto Repair

$15,800PL

Booking & turnover system

Lagoon Breeze Vacation Rentals

$38,000MC
Proposal4

$83,400

Patient scheduling portal

Lakeshore Family Dental

$18,500MC

Case intake & document vault

Reyes & Whitfield Law

$27,500MC

Listing & showing manager

Sunpath Realty Partners

$21,000MC

Client document portal

Brightledger Accounting

$16,400DO
Negotiation3

$101,500

Technician dispatch app

CoolBreeze HVAC Services

$32,000DO

Tenant request system

Palm Harbor Property Group

$45,000PL

Crew routing & job costing

Greenway Landscape Co.

$24,500DO
Won4

$26,400

Front-desk tablet check-in

Lakeshore Family Dental

$4,200MC

Online pre-order storefront

Sugar Mill Bakehouse

$5,400DO

Agent commission tracker

Sunpath Realty Partners

$9,200MC

Guest messaging hub

Lagoon Breeze Vacation Rentals

$7,600MC
Lost2

$11,500

Customer status texts

Gearline Auto Repair

$2,600PL

Tax season workflow

Brightledger Accounting

$8,900DO

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