JR

CRM

Drag leads between stages as they progress through the pipeline.

Open pipeline

£153,800

+11%vs last month

Won this quarter

£16,400

Conversion

38%

+4pts18 invoices raised

New enquiry

1

Lakeside Studios

Beth Carrington

£9,800

Qualify enquiry · Thu 1 Jan

Owner: Emma Clarke

Contacted

2

Fairview Hotels

Jordan Wei

£38,500

Book site walkaround · Sun 4 Jan

Owner: Aisha Khan

Brightpath Schools

Sara Lindqvist

£29,500

Call decision maker · Mon 5 Jan

Owner: Emma Clarke

Quoted

2

Kestrel Logistics

Amara Bello

£24,000

Follow up on quote · Fri 2 Jan

Owner: Aisha Khan

Redwood Care Homes

Ivy Chen

£52,000

Send revised proposal · Sat 3 Jan

Owner: Emma Clarke

Won

1

Orbit Coworking

Marcus Idris

£16,400

Schedule onboarding · Tue 6 Jan

Owner: Aisha Khan

Lost

1

Halton Industrial

Owen Pryce

£12,000

Revisit next quarter · Mon 2 Mar

Owner: Aisha Khan

Recent activity

  • Quote sent to Redwood Care Homes — £52,000
  • Call logged with Fairview Hotels — site walkaround to be booked
  • Orbit Coworking marked as won — onboarding scheduled