Phase 2 CRM

Track quote requests, clients and pickup windows.

Connect with your admin email to load live CRM data.

Test quote form
Open leads3
Active clients1
Upcoming pickups2
Care Plan leads2

Lead pipeline

Move quote requests from first contact to trial or active service.

new lead1
new lead

West End Barber Studio

Barbershop in Davenport and St Clair

Contact
Marcus - 647-555-0144
Email
hello@example.com
Volume
80 towels/week
Plan
Care Plan
Frequency
Twice per week
Source
website

Next: Call to confirm weekly volume and preferred pickup days.

Runs short before weekends.

contacted0
quote sent1
quote sent

Calm Room Massage

Massage clinic in Junction Triangle

Contact
Nadia - 647-555-0198
Email
studio@example.com
Volume
120 towels and sheets/week
Plan
Managed Linen Program
Frequency
Three times per week
Source
website

Next: Send Care Plan and Managed Linen comparison.

Interested in towel supply once volume is confirmed.

trial scheduled1
trial scheduled

Needlepoint Tattoo

Tattoo studio in Stockyards

Contact
Ari - 416-555-0129
Email
frontdesk@example.com
Volume
2 bags/week
Plan
Care Plan
Frequency
Once per week
Source
website

Next: Confirm trial pickup window.

Wants a simple Monday pickup.

active client0
paused0
closed lost0

Active clients

Simple operational view before invoices and inventory software are added.

BusinessPlanFrequencyVolumeWindowAction
Davenport Hair Co.Care PlanTwice per week100 towels/weekMonday and Thursday mornings
North Room Med SpaManaged Linen ProgramThree times per week180 towels/weekAfter 6pm