CRM
Opportunities
Your pipeline of open and closed deals. Drag cards between stages to move them.
Discovery
1
Alvarez — full re-roof
Alvarez Home LLC
$18,240Aug 15, 2026
Qualification
1
Menon — commercial resurfacing
Menon Ventures
$42,000Aug 30, 2026
Proposal
1
Hilltop — Q3 renewal package
Hilltop Estates
$27,890Jul 20, 2026
Negotiation
1
Fairview HOA — annual maintenance
Fairview HOA
$96,000Jul 12, 2026
Won
1
Ortiz Properties — inspection round
Menon Ventures
$3,120Jun 25, 2026
Lost
0
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