Sales CRM

Brindlemoor Logistics Software · Sales CRM · Columbus, OH

Jamal Price leads a five-rep sales team at Brindlemoor Logistics Software in Columbus, and he uses this to move every route-planning deal from first inquiry to signed and to have an agent draft each follow-up from the notes on the deal.

Any business Sales pipelineAgents5 tables · 7 views · 1 form · 1 dimension set · 1 dashboard · 1 notification · 1 stage rule set · 1 row action · 1 agent

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Deal board

Deals

Lead3

Pennywhistle Party Rentals: party delivery routes, 6 trucksDL-3102Pennywhistle Party Rentals

Ninebark Floral Wholesale: wholesale floral runs, 5 vansDL-3106Ninebark Floral Wholesale

Alderpoint Waste and Recycling: recycling pickup routes, 38 trucksDL-3110Alderpoint Waste and Recycling

Discovery call4

Harbison Valley Produce: produce distribution, 22 trucksDL-3114Harbison Valley Produce

Tilsbury Appliance Delivery: appliance delivery, 14 trucksDL-3118Tilsbury Appliance Delivery

Calloway Pharmacy Couriers: pharmacy couriers, 11 vehiclesDL-3122Calloway Pharmacy Couriers

Redcliff Propane Services: propane refill routes, 19 trucksDL-3126Redcliff Propane Services

Demo4

Greenfield Linen and Uniform: linen route service, 30 vansDL-3130Greenfield Linen and Uniform

Fenwick Bakery Routes: bakery delivery routes, 16 vansDL-3134Fenwick Bakery Routes

Quarry Lane Building Supply: building supply deliveries, 26 trucksDL-3138Quarry Lane Building Supply

Sorrel Creek Medical Supply: medical supply routes, 9 vansDL-3142Sorrel Creek Medical Supply

Proposal sent5

Marrowfield Beverage Wholesale: beverage wholesale, 41 trucksDL-3146Marrowfield Beverage Wholesale

Harbison Valley Produce: produce distribution, add-on cold-chain alertsDL-3150Harbison Valley Produce

Tilsbury Appliance Delivery: appliance delivery, second depotDL-3154Tilsbury Appliance Delivery

Redcliff Propane Services: propane refill routes, tank sensorsDL-3158Redcliff Propane Services

Quarry Lane Building Supply: building supply, extra yardDL-3162Quarry Lane Building Supply

Negotiation4

Greenfield Linen and Uniform: linen route service, second plantDL-3166Greenfield Linen and Uniform

Fenwick Bakery Routes: bakery delivery, holiday surge fleetDL-3170Fenwick Bakery Routes

Sorrel Creek Medical Supply: medical supply, cold-chain loggingDL-3174Sorrel Creek Medical Supply

Alderpoint Waste and Recycling: recycling routes, pilot of 10 trucksDL-3178Alderpoint Waste and Recycling

Closed won5

Calloway Pharmacy Couriers: pharmacy couriers, first yearDL-3182Calloway Pharmacy Couriers

Pennywhistle Party Rentals: party rentals, six trucks pilotDL-3186Pennywhistle Party Rentals

Ninebark Floral Wholesale: floral runs, first yearDL-3190Ninebark Floral Wholesale

Marrowfield Beverage Wholesale: beverage wholesale, 12-truck trialDL-3194Marrowfield Beverage Wholesale

Harbison Valley Produce: produce distribution, base platformDL-3198Harbison Valley Produce

Closed lost3

Alderpoint Waste and Recycling: recycling routes, discovery studyDL-3202Alderpoint Waste and Recycling

Quarry Lane Building Supply: building supply, first lookDL-3206Quarry Lane Building Supply

Pennywhistle Party Rentals: party rentals, spring seasonDL-3210Pennywhistle Party Rentals

Tables

Deals

28 sample rows · 16 columns

Every sales opportunity from the first inquiry to signed or lost, with the notes a rep follows up from.

Deal	Deal number	Company	Main contact	Stage	Annual contract value	Opened on
Pennywhistle Party Rentals: party rentals, spring season	DL-3210	Pennywhistle Party Rentals	Octavia Lundqvist	Closed lost	—	May 11, 2026
Harbison Valley Produce: produce distribution, base platform	DL-3198	Harbison Valley Produce	Lorna Fitzgerald-Baines	Closed won	$38,000	May 21, 2026
Quarry Lane Building Supply: building supply, first look	DL-3206	Quarry Lane Building Supply	Cassius Wetherell	Closed lost	—	Jun 15, 2026
Marrowfield Beverage Wholesale: beverage wholesale, 12-truck trial	DL-3194	Marrowfield Beverage Wholesale	Delphine Okonkwo-Reyes	Closed won	$44,000	Jun 10, 2026
Alderpoint Waste and Recycling: recycling routes, discovery study	DL-3202	Alderpoint Waste and Recycling	Nadira Solheim	Closed lost	—	Jun 30, 2026
Ninebark Floral Wholesale: floral runs, first year	DL-3190	Ninebark Floral Wholesale	Corinne Vasquez-Hale	Closed won	$9,800	Jul 8, 2026
Calloway Pharmacy Couriers: pharmacy couriers, first year	DL-3182	Calloway Pharmacy Couriers	Silas Brightwater	Closed won	$19,800	Jul 14, 2026
Pennywhistle Party Rentals: party rentals, six trucks pilot	DL-3186	Pennywhistle Party Rentals	Octavia Lundqvist	Closed won	$12,400	Jul 22, 2026
Fenwick Bakery Routes: bakery delivery, holiday surge fleet	DL-3170	Fenwick Bakery Routes	Marisol Everhart	Negotiation	$33,800	Aug 21, 2026
Greenfield Linen and Uniform: linen route service, second plant	DL-3166	Greenfield Linen and Uniform	Ambrose Teague	Negotiation	$72,500	Aug 13, 2026
Sorrel Creek Medical Supply: medical supply, cold-chain logging	DL-3174	Sorrel Creek Medical Supply	Gregor Pemberton	Negotiation	$27,900	Aug 30, 2026
Harbison Valley Produce: produce distribution, add-on cold-chain alerts	DL-3150	Harbison Valley Produce	Lorna Fitzgerald-Baines	Proposal sent	$16,500	Sep 4, 2026

16 more rows

Companies

12 sample rows · 9 columns

The delivery and distribution companies Brindlemoor sells to, with what each has bought and what is still open.

Company	Website	Segment	Employees	City	Deals
Alderpoint Waste and Recycling	https://alderpointwaste.net	Services	160	Mansfield	Alderpoint Waste and Recycling: recycling pickup routes, 38 trucks, Alderpoint Waste and Recycling: recycling routes, pilot of 10 trucks, Alderpoint Waste and Recycling: recycling routes, discovery study
Calloway Pharmacy Couriers	https://callowaypharmacycouriers.net	Healthcare	48	Cincinnati	Calloway Pharmacy Couriers: pharmacy couriers, 11 vehicles, Calloway Pharmacy Couriers: pharmacy couriers, first year
Fenwick Bakery Routes	https://fenwickbakeryroutes.net	Food and beverage	120	Canton	Fenwick Bakery Routes: bakery delivery routes, 16 vans, Fenwick Bakery Routes: bakery delivery, holiday surge fleet
Greenfield Linen and Uniform	https://greenfieldlinenuniform.net	Services	140	Dayton	Greenfield Linen and Uniform: linen route service, 30 vans, Greenfield Linen and Uniform: linen route service, second plant
Harbison Valley Produce	https://harbisonvalleyproduce.net	Food and beverage	85	Columbus	Harbison Valley Produce: produce distribution, 22 trucks, Harbison Valley Produce: produce distribution, add-on cold-chain alerts, Harbison Valley Produce: produce distribution, base platform
Marrowfield Beverage Wholesale	https://marrowfieldbeverage.net	Food and beverage	210	Toledo	Marrowfield Beverage Wholesale: beverage wholesale, 41 trucks, Marrowfield Beverage Wholesale: beverage wholesale, 12-truck trial
Ninebark Floral Wholesale	https://ninebarkfloral.net	Food and beverage	37	Columbus	Ninebark Floral Wholesale: wholesale floral runs, 5 vans, Ninebark Floral Wholesale: floral runs, first year
Pennywhistle Party Rentals	https://pennywhistlerentals.net	Services	29	Columbus	Pennywhistle Party Rentals: party delivery routes, 6 trucks, Pennywhistle Party Rentals: party rentals, six trucks pilot, Pennywhistle Party Rentals: party rentals, spring season
Quarry Lane Building Supply	https://quarrylanesupply.net	Home and building	178	Lima	Quarry Lane Building Supply: building supply deliveries, 26 trucks, Quarry Lane Building Supply: building supply, extra yard, Quarry Lane Building Supply: building supply, first look
Redcliff Propane Services	https://redcliffpropane.net	Home and building	95	Zanesville	Redcliff Propane Services: propane refill routes, 19 trucks, Redcliff Propane Services: propane refill routes, tank sensors
Sorrel Creek Medical Supply	https://sorrelcreekmedical.net	Healthcare	73	Youngstown	Sorrel Creek Medical Supply: medical supply routes, 9 vans, Sorrel Creek Medical Supply: medical supply, cold-chain logging
Tilsbury Appliance Delivery	https://tilsburyappliance.net	Home and building	62	Akron	Tilsbury Appliance Delivery: appliance delivery, 14 trucks, Tilsbury Appliance Delivery: appliance delivery, second depot

Contacts

12 sample rows · 5 columns

The people at each company a rep talks to.

Name	Job title	Email	Phone	Company
Ambrose Teague	Operations director	ambrose.teague@greenfieldlinenuniform.net	(937) 555-0122	Greenfield Linen and Uniform
Benedikt Aaltonen	Operations manager	benedikt.aaltonen@redcliffpropane.net	(740) 555-0126	Redcliff Propane Services
Cassius Wetherell	Logistics lead	cassius.wetherell@quarrylanesupply.net	(419) 555-0128	Quarry Lane Building Supply
Corinne Vasquez-Hale	Owner	corinne.vasquez@ninebarkfloral.net	(614) 555-0127	Ninebark Floral Wholesale
Delphine Okonkwo-Reyes	Fleet manager	delphine.okonkwo@marrowfieldbeverage.net	(419) 555-0123	Marrowfield Beverage Wholesale
Gregor Pemberton	Distribution manager	gregor.pemberton@sorrelcreekmedical.net	(330) 555-0130	Sorrel Creek Medical Supply
Lorna Fitzgerald-Baines	Dispatch manager	lorna.baines@harbisonvalleyproduce.net	(614) 555-0121	Harbison Valley Produce
Marisol Everhart	Route supervisor	marisol.everhart@fenwickbakeryroutes.net	(330) 555-0129	Fenwick Bakery Routes
Nadira Solheim	Fleet director	nadira.solheim@alderpointwaste.net	(419) 555-0131	Alderpoint Waste and Recycling
Octavia Lundqvist	Owner	octavia.lundqvist@pennywhistlerentals.net	(614) 555-0132	Pennywhistle Party Rentals
Silas Brightwater	Owner	silas.brightwater@callowaypharmacycouriers.net	(513) 555-0124	Calloway Pharmacy Couriers
Yolanda Marchetti	General manager	yolanda.marchetti@tilsburyappliance.net	(330) 555-0125	Tilsbury Appliance Delivery

Activities

50 sample rows · 4 columns

Every call, email, meeting and demo logged against a deal.

What happened	Deal	Kind	Done on
Harbison Valley Produce: Sent the fleet questionnaire and a short case study.	Harbison Valley Produce: produce distribution, 22 trucks	Call	Oct 16, 2026
Calloway Pharmacy Couriers: Sent the fleet questionnaire and a short case study.	Calloway Pharmacy Couriers: pharmacy couriers, 11 vehicles	Email	Oct 16, 2026
Sorrel Creek Medical Supply: Answered questions on driver app and offline mode.	Sorrel Creek Medical Supply: medical supply routes, 9 vans	Email	Oct 16, 2026
Calloway Pharmacy Couriers: Walked through the current dispatch process and where routes break down.	Calloway Pharmacy Couriers: pharmacy couriers, 11 vehicles	Meeting	Oct 15, 2026
Tilsbury Appliance Delivery: Sent the fleet questionnaire and a short case study.	Tilsbury Appliance Delivery: appliance delivery, 14 trucks	Meeting	Oct 14, 2026
Redcliff Propane Services: Sent the fleet questionnaire and a short case study.	Redcliff Propane Services: propane refill routes, 19 trucks	Call	Oct 10, 2026
Sorrel Creek Medical Supply: Ran the route builder on a sample of their real stops.	Sorrel Creek Medical Supply: medical supply routes, 9 vans	Demo	Oct 10, 2026
Harbison Valley Produce: Walked through the current dispatch process and where routes break down.	Harbison Valley Produce: produce distribution, 22 trucks	Email	Oct 9, 2026
Tilsbury Appliance Delivery: Walked through the current dispatch process and where routes break down.	Tilsbury Appliance Delivery: appliance delivery, 14 trucks	Call	Oct 8, 2026
Fenwick Bakery Routes: Answered questions on driver app and offline mode.	Fenwick Bakery Routes: bakery delivery routes, 16 vans	Email	Oct 7, 2026
Redcliff Propane Services: Walked through the current dispatch process and where routes break down.	Redcliff Propane Services: propane refill routes, 19 trucks	Email	Oct 4, 2026
Greenfield Linen and Uniform: Answered questions on driver app and offline mode.	Greenfield Linen and Uniform: linen route service, 30 vans	Demo	Oct 4, 2026

38 more rows

Also included

Deal boardStage rules
Draft a follow-upRow action
Deal wonNotificationTells the sales director the moment a deal is signed.

Proposals TrackerAshgrove Creative3 tables · 9 views · 1 form · 2 row actions · 1 agentBoards

Sales CRMKestrel Bridge Software4 tables · 13 views · 1 form · 3 row actions · 1 agentLinked tables

Prairie Logistics	Logistics	50-200
Cedar Run Foods	Food production	200-1000
Oakmont Clinic Group	Healthcare	50-200
Riverbend Credit Union	Finance	200-1000

Hollowmere Self Storage	PG-3101	Dunstan Albrecht-Nyoni
Larkspur Ridge Storage	PG-3106	Marguerite Okafor-Lindh
Tallowfield Vaults	PG-3111	Casimir Brandsten
Wrenmoor Drive-Up Units	PG-3116	Odalys Penhallow-Ito

Corinna Valdez	Larchwood Ventures	$250,000
Bertrand Ossei	Ossei Family Office	$150,000
Hana Takeuchi	Kitewing Capital	$300,000
Gideon Marsh	Marsh Angel Network	$50,000

Cobblestone Consulting	Referral	10
Northwind Resellers	Reseller	25
Tern Data Systems	Integration	0
Quillfeather Media	Co-marketing	0

Brand refresh for Linden Hardware	Linden Hardware	$28,500
Website redesign for Fogarty Dental	Fogarty Dental	$36,000
Launch video for Tamarind Foods	Tamarind Foods	$19,500
Annual social retainer for Oakhurst Realty	Oakhurst Realty	$24,000

Rosalind Achterberg	Harborline Freight	rosalind@harborlinefreight.net
Tomasz Wierzbicki	Northgate Brewing	tomasz@northgatebrewing.net
Imani Chukwu	Brightleaf Dental Group	imani@brightleafdental.net
Felix Ostrander	Cobalt Ridge Solar	felix@cobaltridgesolar.net

Deal board

Tables

Deals

Companies

Contacts

Activities

Also included

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