Business CRM previewSign inBUSINESS COMMAND CENTER
Good morning, Jordan
Here is what needs attention across your business today.
Work next
Prioritized by deadline and opportunity value.
Pipeline signals
Where attention can move revenue.
3 bids need follow-upCombined value $31,900
2 estimates expire this weekConfirm or revise before Friday
Close rate improved 8%Compared with last month
SALES
Lead pipeline
Move opportunities from first contact to a sent bid.
| Lead | Need | Stage | Est. value | Next action |
|---|
RELATIONSHIPS
Customers
One record for every conversation, bid, task, and document.
| Customer | Active work | Lifetime value | Last contact |
|---|
REVENUE
Bids & estimates
Track every proposal from draft through acceptance.
| Bid | Customer | Status | Amount | Valid until |
|---|
DAILY EXECUTION
Work
Follow-ups, appointments, and internal tasks in priority order.
FILES
Documents
Customer proposals, signed agreements, photos, and business files.
PERFORMANCE
Reports
See where work comes from, what converts, and where revenue is waiting.
Pipeline by stage
Top lead sources
Referrals42%
Website31%
Repeat customers18%
Other9%