Sales CRM
Kestrel Bridge Software · Sales pipeline · Austin, TX
Dana Okonkwo-Reyes runs a four-person sales team and uses this to see every open deal, who to call next, and what the pipeline is worth.
Use this templateBy status
ContactsImani Chukwu
Gareth Pilkington
Odalys Vance
Rosalind Achterberg
Tomasz Wierzbicki
Felix Ostrander
Noor Al-Hashimi
Priyanka Deshmukh
Henrik Solvang
Beatriz Camargo
Tables
Contacts
10 sample rows · 18 columnsEveryone you sell to, where they came from and what they might be worth.
| Name | Company | Main deal | Phone | Preferred channel | Role | |
|---|---|---|---|---|---|---|
| Beatriz Camargo | Sunnyvale Learning Co-op | Sunnyvale co-op membership system | beatriz@sunnylearn.net | (408) 555-0118 | Director | |
| Felix Ostrander | Cobalt Ridge Solar | Cobalt Ridge site survey platform | felix@cobaltridgesolar.net | (303) 555-0114 | VP operations | |
| Gareth Pilkington | Millbrook Veterinary | Millbrook clinic intake forms | gareth@millbrookvet.net | (617) 555-0116 | Clinic owner | |
| Henrik Solvang | Fjordline Outfitters | Fjordline wholesale portal | henrik@fjordlineoutfitters.net | (206) 555-0119 | Founder | |
| Imani Chukwu | Brightleaf Dental Group | Brightleaf scheduling pilot | imani@brightleafdental.net | (415) 555-0113 | Practice manager | |
| Noor Al-Hashimi | Tidewater Marine Supply | Tidewater parts catalog sync | noor@tidewatermarine.net | (757) 555-0117 | Procurement lead | |
| Odalys Vance | Ironwood Property Mgmt | Ironwood maintenance requests | odalys@ironwoodpm.net | (480) 555-0120 | Regional manager | |
| Priyanka Deshmukh | Lumen & Loom Textiles | Lumen & Loom renewal and expansion | priyanka@lumenloom.net | (212) 555-0115 | Head of buying | |
| Rosalind Achterberg | Harborline Freight | Harborline fleet tracking rollout | rosalind@harborlinefreight.net | (206) 555-0111 | Operations director | |
| Tomasz Wierzbicki | Northgate Brewing | Northgate taproom reporting | tomasz@northgatebrewing.net | (503) 555-0112 | Owner |
Deals
10 sample rows · 14 columnsEvery deal, its stage, value and likelihood to close.
| Deal | Stage | Value | Win probability (%) | Contact | Owner | Expected close |
|---|---|---|---|---|---|---|
| Sunnyvale co-op membership system | Lost | $9,000 | 0 | Beatriz Camargo | Colm Brennan | Sep 18, 2026 |
| Fjordline wholesale portal | Won | $27,500 | 100 | Henrik Solvang | Mina Takahashi | Sep 27, 2026 |
| Brightleaf scheduling pilot | Qualified | $22,000 | 25 | Imani Chukwu | Colm Brennan | Oct 9, 2026 |
| Lumen & Loom renewal and expansion | Won | $36,000 | 100 | Priyanka Deshmukh | Mina Takahashi | Oct 9, 2026 |
| Northgate taproom reporting | Proposal | $18,500 | 50 | Tomasz Wierzbicki | Mina Takahashi | Oct 14, 2026 |
| Harborline fleet tracking rollout | Negotiation | $48,000 | 75 | Rosalind Achterberg | Luis Fontaine | Oct 18, 2026 |
| Millbrook clinic intake forms | Lead | $12,000 | 10 | Gareth Pilkington | Colm Brennan | Oct 20, 2026 |
| Cobalt Ridge site survey platform | Proposal | $95,000 | 50 | Felix Ostrander | Luis Fontaine | Oct 21, 2026 |
| Tidewater parts catalog sync | Negotiation | $64,000 | 75 | Noor Al-Hashimi | Luis Fontaine | Oct 23, 2026 |
| Ironwood maintenance requests | Contacted | $31,000 | 10 | Odalys Vance | Colm Brennan | Dec 2, 2026 |
Interactions
14 sample rows · 9 columnsCalls, emails and meetings, past and still to do.
| Summary | Contact | Deal | Type | Date | Due | State |
|---|---|---|---|---|---|---|
| Send revised contract | Rosalind Achterberg | Harborline fleet tracking rollout | — | Oct 18, 2026 | Upcoming | |
| Book on-site pilot walkthrough | Imani Chukwu | Brightleaf scheduling pilot | — | Oct 19, 2026 | Upcoming | |
| Follow up on proposal | Tomasz Wierzbicki | Northgate taproom reporting | — | Oct 20, 2026 | Upcoming | |
| Check in on questionnaire | Felix Ostrander | Cobalt Ridge site survey platform | — | Oct 20, 2026 | Upcoming | |
| Send sandbox credentials | Noor Al-Hashimi | Tidewater parts catalog sync | — | Oct 23, 2026 | Upcoming | |
| Intro call about fleet visibility | Rosalind Achterberg | Harborline fleet tracking rollout | Sep 8, 2026 | — | Done | |
| Sent pricing for three tiers | Rosalind Achterberg | Harborline fleet tracking rollout | Sep 26, 2026 | — | Done | |
| Contract redline review | Rosalind Achterberg | Harborline fleet tracking rollout | Oct 12, 2026 | — | Done | |
| Taproom demo | Tomasz Wierzbicki | Northgate taproom reporting | Oct 6, 2026 | — | Done | |
| Discovery call | Imani Chukwu | Brightleaf scheduling pilot | Oct 10, 2026 | — | Done | |
| Executive briefing | Felix Ostrander | Cobalt Ridge site survey platform | Oct 3, 2026 | — | Done | |
| Security questionnaire sent | Felix Ostrander | Cobalt Ridge site survey platform | Oct 14, 2026 | — | Done |
Also included
- Mark won
- Mark lost
- Mark done
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