CRM

Activities

Every interaction with your leads, contacts, organizations, and opportunities.

  1. Follow-up
    Confirm Hilltop signature
    Sam Rivera · Jul 3, 2026
    Due Jul 5, 2026
    planned
  2. Call
    Discovery call with Denise

    Roof age 22y; shingle failure over kitchen. Wants two quotes.

    Sam Rivera · Jul 3, 2026
    completed
  3. Email
    Sent proposal draft to Hilltop
    Sam Rivera · Jul 3, 2026
    completed
  4. Note
    Notes from HOA board

    Board prefers phased work over two quarters.

    Marcus Lee · Jul 3, 2026
    completed
  5. Meeting
    Site visit — Fairview HOA
    Marcus Lee · Jul 3, 2026
    Due Jul 8, 2026
    planned
  6. Task
    Follow up on Menon quote
    Sam Rivera · Jul 2, 2026
    Due Jul 6, 2026
    planned
ContractorOS · CRM
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