CRM
Welcome back
What needs your attention, what is happening today, and where your money is.
At a glance
Your live CRM numbers.
Open leads
5
6 total
Open opportunities
4
Pipeline value
$184,130
Weighted $107,082
Tasks planned
3
Today's follow-ups
Follow-ups due in the next 48 hours.
Confirm Hilltop signature
Sam Rivera · due Jul 5, 2026
Stale leads
Open leads with no activity in 7 or more days.
Terry Ng
No organization · Ana Ortiz
81d idle
Jordan Kim
West End Co. · Marcus Lee
64d idle
Denise Alvarez
Alvarez Home LLC · Sam Rivera
61d idle
Ravi Menon
Menon Ventures · Sam Rivera
60d idle
Priya Shah
Fairview HOA · Marcus Lee
59d idle
Upcoming meetings
Scheduled meetings across the pipeline.
Site visit — Fairview HOA
Jul 8, 2026 · Marcus Lee
Pipeline summary
Where your open opportunities sit right now.
Alvarez — full re-roof
Sam Rivera
$18,240
Aug 15, 2026
Menon — commercial resurfacing
Sam Rivera
$42,000
Aug 30, 2026
Hilltop — Q3 renewal package
Sam Rivera
$27,890
Jul 20, 2026
Fairview HOA — annual maintenance
Marcus Lee
$96,000
Jul 12, 2026
Recent activity
Latest updates across your workspace.
Follow-up
Confirm Hilltop signature
Sam Rivera · Jul 3, 2026
Call
Discovery call with Denise
Sam Rivera · Jul 3, 2026
Email
Sent proposal draft to Hilltop
Sam Rivera · Jul 3, 2026
Note
Notes from HOA board
Marcus Lee · Jul 3, 2026
Meeting
Site visit — Fairview HOA
Marcus Lee · Jul 3, 2026
Task
Follow up on Menon quote
Sam Rivera · Jul 2, 2026