Demo · a made-up firm
Your CRM, a month in.
This is the CRM every firm gets, shown for a made-up kitchen, bathroom and bedroom firm a month after going live. Click around: open a lead, read the assistant’s chats, see the week’s visits.
OverviewYour firm · Month 1
Demo: a made-up firm's month, not a forecast- New enquiries42Facebook, Instagram, Google listing, website, missed calls
- Average first reply6 secDay and night, weekends included
- Design visits booked13Straight into your diary
- Quotes sent8Follow-up running on all 8
Pipeline
New 3
LeahFacebook adUtility room
BenWebsiteLoft wardrobes
Qualified 2
MariaInstagramEn-suite
Visit booked 2
HannahGoogle listingKitchen
Quote sent 2
PriyaWebsiteFitted wardrobes
JoFacebook adWet room
Won 0
Kitchens take a while to decide. Won jobs land here.