Sample data
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Clients
Everyone you are talking to, with the next step for each.
Search clients
| Client | Stage | Last contact | Next step | Value |
|---|---|---|---|---|
Marisol Vega Vega Hair Studio | new | 30/03/2026 | Reply to quote request | $320 |
Tobias Lindqvist Lindqvist Plumbing | quoted | 27/03/2026 | Follow-up sent Thursday | $1,850 |
Amara Okafor Okafor Coaching | booked | 29/03/2026 | Intro call Tue 10:30 | $600 |
Daniel Reyes Reyes Electric | quoted | 24/03/2026 | Nudge due today | $2,400 |
Priya Natarajan Studio Lotus Pilates | active | 31/03/2026 | Send monthly invoice | $480 |
Esther Mwangi Mwangi Consulting | quiet | 11/03/2026 | Re-engage message queued | $1,500 |