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Sales CRM

Willowmere Point Sales Team · Sales CRM · Raleigh, NC

Yara Szabo manages a five-rep team at Willowmere Point Sales Team that sells fleet tracking to local trade companies, and she uses a demo booking page so each new prospect gets a meeting on the calendar and, in time, a first deal on the books.

Any businessIntakeBookings4 tables · 6 views · 1 form · 1 dimension set · 1 booking page · 1 dashboard · 1 digest · 1 notification · 2 stage rule sets · 1 agent
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Prospect board

Prospects
New lead7
Kestrel Ridge PlumbingAnneliese Boydanneliese.boyd@tradeinboxmail.biz
Pinefield Lawn and GardenMateo Ferrantemateo.ferrante@summitmailbox.net
Harlow Comfort HeatingBrigid Okafor-Lanebrigid.okaforlane@corvalepost.com
Cobalt Line ElectricDashiell Vanterpooldashiell.vanterpool@ironwoodwire.biz
Meridian Parcel CourierTabitha Wren-Callowaytabitha.wrencalloway@tradeinboxmail.biz
2 more
Demo booked7
Larkin Drain and RooterEmeka Thornburyemeka.thornbury@ironwoodwire.biz
Brightwater IrrigationSolveig Marchettisolveig.marchetti@tradeinboxmail.biz
Foxglove HVAC ServicesNikolai Abernethynikolai.abernethy@summitmailbox.net
Ravenscroft ElectricPerdita Ngozi-Marshperdita.ngozimarsh@corvalepost.com
Cedar Ledge RoofingAurelio Winterbourneaurelio.winterbourne@ironwoodwire.biz
2 more
Proposal sent8
Ashgrove Plumbing SupplyWilhelmina Castellanwilhelmina.castellan@corvalepost.com
Sagebrush Landscape CrewOkonkwo Bellamyokonkwo.bellamy@ironwoodwire.biz
Northgate Heating and AirLinnea Haverfordlinnea.haverford@tradeinboxmail.biz
Birchwood ElectricAnsel Quisenberryansel.quisenberry@summitmailbox.net
Corvale Freight LinesZephyrine Adeyemizephyrine.adeyemi@corvalepost.com
3 more
First deal booked6
Alderbrook PlumbingCressida Hollingsworthcressida.hollingsworth@corvalepost.com
Summit Peak RoofingDorian Escalantedorian.escalante@ironwoodwire.biz
Greenleaf LandscapingEsperanza Whitlowesperanza.whitlow@tradeinboxmail.biz
Ironbark ElectricalFitzgerald Okorofitzgerald.okoro@summitmailbox.net
Bluebird CourierGenevieve Tran-Hollowaygenevieve.tranholloway@corvalepost.com
1 more
Lost4
Marsh Hollow Tree CareIngrid Vandermeer-Holtingrid.vandermeerholt@tradeinboxmail.biz
Pioneer Pipe and DrainJasper Talbotjasper.talbot@summitmailbox.net
Redwing DeliveryKalani Nwachukwukalani.nwachukwu@corvalepost.com
Oakmoor BuildersLysander Prewittlysander.prewitt@ironwoodwire.biz

Tables

Prospects

32 sample rows · 14 columns

Every company from the first hello to a first deal on the books.

CompanyContactEmailPhoneTradeTrucks and vansWhere they came from
Harlow Comfort HeatingBrigid Okafor-Lanebrigid.okaforlane@corvalepost.com(919) 555-0152HVAC11Cold outreach
Kestrel Ridge PlumbingAnneliese Boydanneliese.boyd@tradeinboxmail.biz(919) 555-0150Plumbing9Website demo request
Meridian Parcel CourierTabitha Wren-Callowaytabitha.wrencalloway@tradeinboxmail.biz(919) 555-0154Delivery26Referral
Pinefield Lawn and GardenMateo Ferrantemateo.ferrante@summitmailbox.net(919) 555-0151Landscaping14Webinar
Stonebridge BuildersOttavio Lindqvistottavio.lindqvist@summitmailbox.net(919) 555-0155Construction18Website demo request
Cobalt Line ElectricDashiell Vanterpooldashiell.vanterpool@ironwoodwire.biz(919) 555-0153Electrical7Trade show
Tallgrass Tree ServiceMarisol Quenbymarisol.quenby@corvalepost.com(919) 555-0156Landscaping8Cold outreach
Ravenscroft ElectricPerdita Ngozi-Marshperdita.ngozimarsh@corvalepost.com(919) 555-0160Electrical10Website demo request
Foxglove HVAC ServicesNikolai Abernethynikolai.abernethy@summitmailbox.net(919) 555-0159HVAC22Webinar
Larkin Drain and RooterEmeka Thornburyemeka.thornbury@ironwoodwire.biz(919) 555-0157Plumbing12Referral
Millrace MechanicalThaddeus Lindgrenthaddeus.lindgren@summitmailbox.net(919) 555-0163HVAC15Cold outreach
Brightwater IrrigationSolveig Marchettisolveig.marchetti@tradeinboxmail.biz(919) 555-0158Landscaping16Trade show

20 more rows

Meetings

33 sample rows · 9 columns

Every discovery call, demo and pricing review, past and booked.

MeetingProspectRepKindSlotLength (minutes)Status
Fernwood HVAC — product demoFernwood HVACLeopold Vasquez-BrandtProduct demoJun 17, 2:00 PM45Held
Summit Peak Roofing — product demoSummit Peak RoofingImani Okonjo-TrentProduct demoJun 29, 3:30 PM45Held
Ironbark Electrical — product demoIronbark ElectricalCormac Haldane-PryceProduct demoJul 14, 6:00 PM45Held
Alderbrook Plumbing — product demoAlderbrook PlumbingCormac Haldane-PryceProduct demoJul 23, 6:00 PM45Held
Oakmoor Builders — product demoOakmoor BuildersCormac Haldane-PryceProduct demoJul 27, 3:00 PM45Held
Marsh Hollow Tree Care — product demoMarsh Hollow Tree CareCormac Haldane-PryceProduct demoJul 30, 3:00 PM45Held
Greenleaf Landscaping — product demoGreenleaf LandscapingLeopold Vasquez-BrandtProduct demoAug 4, 2:00 PM45Held
Bluebird Courier — product demoBluebird CourierImani Okonjo-TrentProduct demoAug 12, 3:30 PM45Held
Pioneer Pipe and Drain — product demoPioneer Pipe and DrainImani Okonjo-TrentProduct demoAug 17, 3:00 PM45Held
Redwing Delivery — product demoRedwing DeliveryLeopold Vasquez-BrandtProduct demoAug 24, 3:00 PM45No-show
Willet and Sons Excavating — product demoWillet and Sons ExcavatingImani Okonjo-TrentProduct demoAug 31, 2:00 PM45Held
Corvale Freight Lines — product demoCorvale Freight LinesImani Okonjo-TrentProduct demoSep 4, 6:00 PM45Held

21 more rows

Deals

17 sample rows · 9 columns

Each proposal and booked deal, with its yearly amount and where it stands.

DealProspectYearly amountStatusProposed onBooked onWhy it was lost
Ashgrove Plumbing Supply — annual fleet planAshgrove Plumbing Supply$4,788ProposedSep 26, 2026——
Lantern Hill Drain Pros — annual fleet planLantern Hill Drain Pros$2,772ProposedSep 24, 2026——
Northgate Heating and Air — annual fleet planNorthgate Heating and Air$7,560ProposedSep 22, 2026——
Sagebrush Landscape Crew — annual fleet planSagebrush Landscape Crew$5,985NegotiatingSep 19, 2026——
Birchwood Electric — annual fleet planBirchwood Electric$3,112NegotiatingSep 15, 2026——
Highfield Concrete — annual fleet planHighfield Concrete$6,703NegotiatingSep 12, 2026——
Corvale Freight Lines — annual fleet planCorvale Freight Lines$9,576NegotiatingSep 8, 2026——
Willet and Sons Excavating — annual fleet planWillet and Sons Excavating$5,746NegotiatingSep 2, 2026——
Bluebird Courier — annual fleet planBluebird Courier$8,618BookedAug 23, 2026Sep 12, 2026—
Pioneer Pipe and Drain — annual fleet planPioneer Pipe and Drain$2,520LostAug 21, 2026—Budget
Greenleaf Landscaping — annual fleet planGreenleaf Landscaping$5,027BookedAug 15, 2026Sep 4, 2026—
Marsh Hollow Tree Care — annual fleet planMarsh Hollow Tree Care$1,512LostAug 5, 2026—Chose a competitor

5 more rows

Also included

  • Meetings to confirmDigest
  • Prospect boardStage rules
  • Meeting boardStage rules
  • New prospectNotificationTells the sales manager the moment a company asks for a demo.

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