Sales CRM

Ivybridge Fields Sales Team · Sales CRM · Austin, TX

Idris Engstrom is the sales manager at Ivybridge Fields Sales Team, a five-rep team selling commercial cleaning contracts, and uses this to move every deal across one board from the first inquiry to the hand-off that starts the crew on time.

Any business ProjectsBoards4 tables · 6 views · 1 form · 1 dimension set · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agent

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Deal board

Deals

New lead5

Larkhollow Dental Group, nightly janitorialIV-3107Larkhollow Dental Group

Tenbrook Veterinary Clinic, window washingIV-3114Tenbrook Veterinary Clinic

Greywater Pilates Studio, carpet extractionIV-3121Greywater Pilates Studio

Hollis and Marrow Accountants, nightly janitorialIV-3128Hollis and Marrow Accountants

Stonecrest Credit Union branch, floor care and strippingIV-3135Stonecrest Credit Union branch

Intro call5

Quarry Lane Fitness, nightly janitorialIV-3142Quarry Lane Fitness

Bellwether Pediatrics, nightly janitorialIV-3149Bellwether Pediatrics

Copperline Print Shop, floor care and strippingIV-3156Copperline Print Shop

Marigold Court Apartments, carpet extractionIV-3163Marigold Court Apartments

Riverbend Orthodontics, nightly janitorialIV-3170Riverbend Orthodontics

Site walk4

Kestrel Ridge Charter School, nightly janitorialIV-3177Kestrel Ridge Charter School

Pinecone Coworking, nightly janitorialIV-3184Pinecone Coworking

Ashgrove Church Hall, floor care and strippingIV-3191Ashgrove Church Hall

Whistlestop Daycare, nightly janitorialIV-3198Whistlestop Daycare

Quote sent6

Fairhaven Medical Billing, nightly janitorialIV-3205Fairhaven Medical Billing

Dunmore Dermatology, nightly janitorialIV-3212Dunmore Dermatology

Wilhelmina Cobbleshaw Photography Loft, window washingIV-3219Wilhelmina Cobbleshaw Photography Loft

Meridian Hall Event Venue, post-construction cleanIV-3226Meridian Hall Event Venue

Harrowby Insurance Agency, nightly janitorialIV-3233Harrowby Insurance Agency

1 more

Negotiating4

Oakmont Senior Living, nightly janitorialIV-3247Oakmont Senior Living

Larkmoor Physical Therapy, nightly janitorialIV-3254Larkmoor Physical Therapy

Lanternside Public Library Annex, nightly janitorialIV-3261Lanternside Public Library Annex

Tidewell Mortgage Office, carpet extractionIV-3268Tidewell Mortgage Office

Won3

Dayspring Yoga Collective, nightly janitorialIV-3275Dayspring Yoga Collective

Granary Row Bakery, window washingIV-3282Granary Row Bakery

Alderpoint Law Offices, nightly janitorialIV-3289Alderpoint Law Offices

Handed to onboarding3

Humboldt Street Lofts, nightly janitorialIV-3296Humboldt Street Lofts

Pennywhistle Toy Store, floor care and strippingIV-3303Pennywhistle Toy Store

Eastlake Montessori, nightly janitorialIV-3310Eastlake Montessori

Lost2

Foxglove Wellness Spa, carpet extractionIV-3317Foxglove Wellness Spa

Westmark Title and Escrow, nightly janitorialIV-3324Westmark Title and Escrow

Tables

Deals

32 sample rows · 17 columns

Every cleaning contract the team is chasing, from the first inquiry to the day it is handed to onboarding.

Deal	Deal number	Company	Contact	Contact email	Contact phone	Service
Eastlake Montessori, nightly janitorial	IV-3310	Eastlake Montessori	Rosalind Brzozowski-Ek	r.brzozowski@stonecrestmail.net	(512) 555-0179	Nightly janitorial
Humboldt Street Lofts, nightly janitorial	IV-3296	Humboldt Street Lofts	Octavian Lindqvist-Nair	o.lindqvist@stonecrestmail.net	(512) 555-0177	Nightly janitorial
Pennywhistle Toy Store, floor care and stripping	IV-3303	Pennywhistle Toy Store	Ludmila Fontaine-Abara	l.fontaine@tenbrookmailbox.com	(512) 555-0178	Floor care and stripping
Westmark Title and Escrow, nightly janitorial	IV-3324	Westmark Title and Escrow	Philippa Ngata-Corbin	p.ngata@stonecrestmail.net	(512) 555-0181	Nightly janitorial
Foxglove Wellness Spa, carpet extraction	IV-3317	Foxglove Wellness Spa	Isidore Camara-Whelan	i.camara@tenbrookmailbox.com	(512) 555-0180	Carpet extraction
Alderpoint Law Offices, nightly janitorial	IV-3289	Alderpoint Law Offices	Seraphina Kwan-Dubois	s.kwan@tenbrookmailbox.com	(512) 555-0176	Nightly janitorial
Dayspring Yoga Collective, nightly janitorial	IV-3275	Dayspring Yoga Collective	Marguerite Eze-Hollander	m.eze@tenbrookmailbox.com	(512) 555-0174	Nightly janitorial
Granary Row Bakery, window washing	IV-3282	Granary Row Bakery	Kasimir Hollenbeck-Duarte	k.hollenbeck@stonecrestmail.net	(512) 555-0175	Window washing
Tidewell Mortgage Office, carpet extraction	IV-3268	Tidewell Mortgage Office	Jarek Almeida-Frost	j.almeida@stonecrestmail.net	(512) 555-0173	Carpet extraction
Larkmoor Physical Therapy, nightly janitorial	IV-3254	Larkmoor Physical Therapy	Cassius Ndlovu-Berg	c.ndlovu@stonecrestmail.net	(512) 555-0171	Nightly janitorial
Oakmont Senior Living, nightly janitorial	IV-3247	Oakmont Senior Living	Gwendolen Szabo-Ito	g.szabo@tenbrookmailbox.com	(512) 555-0170	Nightly janitorial
Harrowby Insurance Agency, nightly janitorial	IV-3233	Harrowby Insurance Agency	Rosamund Tiffinwood-Amadi	d.mukherjee@tenbrookmailbox.com	(512) 555-0168	Nightly janitorial

20 more rows

Services

5 sample rows · 5 columns

What the company sells, with the usual monthly rate and the deals riding on it.

Service	Typical monthly rate	Deals
Carpet extraction	$1,320	Greywater Pilates Studio, carpet extraction, Marigold Court Apartments, carpet extraction, Tidewell Mortgage Office, carpet extraction, Foxglove Wellness Spa, carpet extraction
Floor care and stripping	$1,650	Stonecrest Credit Union branch, floor care and stripping, Copperline Print Shop, floor care and stripping, Ashgrove Church Hall, floor care and stripping, Cinder and Sage Restaurant Group, floor care and stripping, Pennywhistle Toy Store, floor care and stripping
Nightly janitorial	$4,200	Larkhollow Dental Group, nightly janitorial, Hollis and Marrow Accountants, nightly janitorial, Quarry Lane Fitness, nightly janitorial, Bellwether Pediatrics, nightly janitorial, Riverbend Orthodontics, nightly janitorial, Kestrel Ridge Charter School, nightly janitorial, Pinecone Coworking, nightly janitorial, Whistlestop Daycare, nightly janitorial, Fairhaven Medical Billing, nightly janitorial, Dunmore Dermatology, nightly janitorial, Harrowby Insurance Agency, nightly janitorial, Oakmont Senior Living, nightly janitorial, Larkmoor Physical Therapy, nightly janitorial, Lanternside Public Library Annex, nightly janitorial, Dayspring Yoga Collective, nightly janitorial, Alderpoint Law Offices, nightly janitorial, Humboldt Street Lofts, nightly janitorial, Eastlake Montessori, nightly janitorial, Westmark Title and Escrow, nightly janitorial
Post-construction clean	$3,400	Meridian Hall Event Venue, post-construction clean
Window washing	$980	Tenbrook Veterinary Clinic, window washing, Wilhelmina Cobbleshaw Photography Loft, window washing, Granary Row Bakery, window washing

Activity

51 sample rows · 4 columns

Each call, email, site walk and quote review logged against a deal.

What happened	Deal	Kind	Done on
Call with Henrietta at Riverbend Orthodontics	Riverbend Orthodontics, nightly janitorial	Call	Oct 13, 2026
Site walk with Leontine at Copperline Print Shop	Copperline Print Shop, floor care and stripping	Site walk	Oct 12, 2026
Call with Emeric at Quarry Lane Fitness	Quarry Lane Fitness, nightly janitorial	Call	Oct 11, 2026
Quote review with Ptolemy at Ashgrove Church Hall	Ashgrove Church Hall, floor care and stripping	Quote review	Oct 11, 2026
Call with Ingrid at Whistlestop Daycare	Whistlestop Daycare, nightly janitorial	Call	Oct 10, 2026
Quote review with Anouk at Marigold Court Apartments	Marigold Court Apartments, carpet extraction	Quote review	Oct 9, 2026
Site walk with Seraphine at Pinecone Coworking	Pinecone Coworking, nightly janitorial	Site walk	Oct 9, 2026
Email with Annelise at Bellwether Pediatrics	Bellwether Pediatrics, nightly janitorial	Email	Oct 8, 2026
Email with Mortimer at Kestrel Ridge Charter School	Kestrel Ridge Charter School, nightly janitorial	Email	Oct 7, 2026
Site walk with Ptolemy at Ashgrove Church Hall	Ashgrove Church Hall, floor care and stripping	Site walk	Oct 6, 2026
Call with Alaric at Cinder and Sage Restaurant Group	Cinder and Sage Restaurant Group, floor care and stripping	Call	Oct 6, 2026
Quote review with Ingrid at Whistlestop Daycare	Whistlestop Daycare, nightly janitorial	Quote review	Oct 5, 2026

39 more rows

Also included

Deal boardStage rules
Quotes outDigest
Follow-up tomorrowNotificationReminds the rep the day before a deal's follow-up date.
Quote cover noteDocumentThe note that goes out with every quote.

Expense approvalsEmberwick Springs Finance3 tables · 5 views · 1 form · 1 digest · 1 document · 1 notification · 1 agentTimeline

Tidepool Coffee	Retail	hello@tidepoolcoffee.net
Granite Peak Fitness	Fitness	hello@granitepeakfit.net
Lumen Optics	Healthcare	hello@lumenoptics.net
Kessler Hardware	Retail	hello@kessler-hardware.net

Weekly client report summary	Live	—
Blog meta descriptions	Live	—
Social caption variants	Live	—
Brief-to-outline drafter	Live	—

Slow start, strong finish	—	Good
Rain all day	—	Okay
Call with Mum	—	Great
Too many meetings	—	Low

Conference registration, FinOps Summit	EXP-26-301	Training
Client dinner, Harbor Mutual renewal	EXP-26-302	Events
Standing desks for the support pod	EXP-26-303	Equipment
Annual design software seats	EXP-26-304	Software

Export reports to spreadsheet files	High	34
Single sign-on with company accounts	Critical	51
Dark mode for the mobile app	Low	12
Split an invoice across two payers	Medium	9

Save a deposit for a first home	Money	—
Complete a professional certificate in data analysis	Career	—
Run three times a week for six months	Health	—
Read twenty-four books	Personal	—

Deal board

Tables

Deals

Services

Activity

Also included

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