View:
CRM
Pipeline, customers, and revenue operations
Incoming Call
Robert Thompson
(859) 555-0147 · Returning · 2 past jobs · $12.4k LTV
Incoming Call
Unknown Caller
(502) 555-0831 · New number · No match
Calls#2
14
Avg
11
Booked#1
9
Avg
6
Book Rate#1
64%
Avg
52%
Response#2
38s
Avg
52s
Revenue#3
$8.4k
Avg
$7.2k
Speed-to-Lead5
7:42
Sarah Mitchell
Shower door · 1847 Richmond Rd
Web
3:15
James Cooper
Windshield chip · 402 E Main
Angi
0:42
Marcus Williams
Storefront glass · 245 Limestone
Broadly
0:18
Emily Parker
Patio door glass · 890 Tates Creek
Phone
Missed Calls3
12m
Unknown — (859) 555-0923
Auto-text sent · No reply yet
34m
Karen White
Existing customer · Auto-text sent · Replied "call me back"
2h
Mike Torres
1 callback attempt · Left voicemail
Auto-text response rate today: 42%
Follow-Ups Due7
DH
David Henderson
Estimate follow-up · $2,400 shower
Due nowEst
LW
Lisa Wang
Callback requested · Window replacement
Due nowCall
KJ
Kevin Johnson
Viewed estimate 2x · $4,100 storefront
11:30aEst
Overdue
Patricia Moore
Estimate sent 5d ago · $1,800 · No response
5d
Tom Richardson
Callback missed · Commercial inquiry
2d
Messages4
JS
Jennifer Sparks
Hey, just wanted to confirm the appointment for tomorrow at 2pm?
2m
RT
Robert Thompson
Can you send me the estimate for the bathroom mirror?
18m
AM
Ashley Morgan
The technician left but the window is still foggy
34m
My ScheduleToday
9:00a
Team Standup
15 min · Done
NOW
Outbound Call Block
11:00a - 12:00p
1:00p
Apex PM Walk-Through
12-unit · Commercial
3:30p
Measure: Cooper Windshield
402 E Main · Jake R.
5:00p
EOD Wrap-Up
15 min · Notes + handoff
Doc Queue3
SMS
Margaret Chen
Hi Margaret, I wanted to follow up on the frameless shower estimate...
Email
Patricia Moore
Good morning Patricia, checking in about the window replacement...
SMS
BlueStar Properties
Confirming measurements for the 3 additional units on Thursday...
Pipeline Snapshot
8
Lead
$18k
5
Measure
$14k
12
Sent
$53k
4
Follow
$22k
3
Won
$8k
Level 14 — Closer#2
2,840 / 4,000 XP1,160 to 15
🔥
7-Day Streak
3+ appointments every day
My Tasks 5 1 overdue
▼
Overdue
Call Patricia Moore re: window estimate
88
2d overdue · Patricia Moore · $4,200 value · AUTO
52h unsold · 78% historical close rate for this scope
Today
Approve PO-0160 — Hamilton bid ($8,400)
72
Due 12:00p · PO-0160 · AUTO
Send revised estimate to BlueStar
65
Due 2:00p · BlueStar Properties · MANUAL
Confirm Apex walk-through details
58
Due 12:00p · Apex PM · AUTO
Review Henderson job photos
28
Due 5:00p · David Henderson · AUTO
Upcoming
Follow up: Cooper windshield quote
40
Tomorrow · James Cooper
AI Suggested 3
▼
🎯
Call Margaret Chen
Viewed estimate 4x. $3,200 shower. Financing pre-approved.
🔄
Rehash: Williams Auto Glass
Estimate expired 14d. Searched "auto glass Lexington" yesterday.
💡
Upsell: Henderson windows
15-yr-old windows at Beaumont. Cross-sell ~$6,800.
🎯 Daily Challenge
In Progress
Book 12 appointments today
9/12
🏆 +150 XP
Leaderboard
1
MK
Mike Keene3,210
2
You
Sarah (You)2,840
3
JR
Jake Rivera2,480
Weighted:$78.2kWin Rate:38%
New Lead
8$18k
Sarah Mitchell
Shower door · 1847 Richmond Rd
$2,400Web
2d in stage
James Cooper
Windshield chip · 402 E Main
$280Angi
4h
Marcus Williams
Storefront · 245 Limestone
$6,200Broadly
1d
Measure
5$14k
David Henderson
Shower enclosure · 901 Beaumont
$2,400Phone
3d
Lisa Wang
Window repl. · 1220 Nicholasville
$3,800Web
1d
Estimate Sent
12$53k
Margaret Chen
Frameless shower · 440 Pasadena
$3,200Angi
5d · Viewed 4x
Kevin Johnson
Storefront · 780 S Broadway
$4,100Broadly
3d · Viewed 2x
Patricia Moore
Window repl. · 112 Clay Ave
$1,800Phone
8d · No response
Follow-Up
4$22k
BlueStar Properties
12-unit windows · Oak Hill
$14,200Ref
6d
Tom Richardson
Commercial door · 300 W Vine
$3,400Phone
12d
Negotiation2
Apex Property Mgmt
Window bid · 5-unit Apt
$8,400Ref
4d · Pending counter
Won3
Jennifer Sparks
Bathroom mirror · 2200 Alumni
$1,200Today
Mike & Dana Perry
Patio door · 4510 Hartland
$3,800Today
Lost2
Williams Auto Glass
Fleet windshields · 5 vehicles
$2,800Price
Lost 3d ago
Carol Stevens
Shower enclosure · 880 Tates Creek
$1,600Competitor
Lost 5d ago
Account Actions
Portfolio Health
8 Healthy 2 Attention 1 At Risk 1 New
At Risk — Act Now
SE
Stoneridge Estates
186d no service · AR 90+ · Expired agmt
Upcoming Renewals3
UK
UK Facilities
$12k/yr · 67 days
67d
BS
BlueStar Properties
$12k/yr · 98 days
98d
Overdue Touchpoints2
PC
Palmer Construction
Last: 18d ago · Target: 14d
4d late
SE
Stoneridge Estates
Last: 186d ago · Target: 90d
96d late
Open Follow-Ups3
BlueStar — Oak Hill windows
$14.2k est · Viewed 2x · 6d
Apex — QBR scheduling
Quarterly review due · Last: Jan 15
Palmer — AR collection call
$8.4k outstanding · 60+ days
Top Whitespace$86k total
Apex — Window film (14 properties)
Similar accts avg $8.2k/yr
$22k
UK Facilities — Shower/mirror (dorms)
22 properties, 0 bath services
$18k
BlueStar — Window film (8 properties)
0 film services, ideal for apt common areas
$14k
Team
PS
Philip Schultz 12
JR
Jake Rivera 6
MK
Mike Keene 4
Revenue YTD ⓘ
$148k
↑ 12% vs prior
Open AR ⓘ
$24.6k
↑ 60d bucket
Whitespace ⓘ
$86k
5 opps open
Pipeline ⓘ
$42k
3 bids active
Avg Health ⓘ
72
↑ 4pts 30d
5 Accounts · Sorted by Revenue
82
↑
T1 BlueStar Properties Apt Agmt
Maria Santos + 2 · 8 properties · 3 active projects
6mo
Last Contact
3d ago
$42.8k
revenue
$14k
whitespace
Follow up: Oak Hill
$14.2k est · Due today
88
→
T1 Apex Property Mgmt PM Agmt
Dan Lewis + 3 · 14 properties · 2 projects
6mo
Last Contact
5d ago
$68.2k
revenue
$22k
whitespace
Measure: Riverside
$3.8k · Apr 30
74
↑
T1 UK Facilities Mgmt Inst 67d
Rebecca Hall + 1 · 22 properties · Agreement expiring
6mo
Last Contact
9d ago
$112k
revenue
$18k
whitespace
Start renewal talk
$12k/yr agreement
55
↓
T2 Palmer Construction GC No agmt
Steve Palmer · 1 contact (risk) · AR 60+ days
6mo
Last Contact
18d ago
$24.6k
revenue
$8.4k
AR due
Collect AR $8.4k
60+ days overdue
32
↓
T3 Stoneridge Estates HOA HOA Expired
Linda Park · 1 contact (risk) · 48 units · 186d no service
6mo
Last Contact
186d ago
$8.2k
revenue
$2.4k
AR due
Re-engage NOW
186d no contact
Activity Feed Recent
Apex Property Mgmt Call
Outbound · Dan Lewis · Discussed Q2 maintenance schedule · 8m 22s
Today 9:14a
BlueStar Properties Email
Sent Oak Hill follow-up estimate · $14,200 · Opened 2x
Today 8:47a
UK Facilities Mgmt Job
Storefront glass replacement · Wildcat Dining — completed · $3,840
Yesterday
Palmer Construction Note
AR follow-up call — Steve said "check is in the mail" · Flagged
Apr 25
Stoneridge Estates HOA Email
Re-engagement drip sent · Spring glass inspection offer · Not opened
Apr 24
← Back to portfolio
BS
BlueStar Properties
Apt ComplexT1
$42.8k
Lifetime
$18.2k
YTD
$14k
Whitespace
82
Healthy
↑ Improving · Up 6pts this quarter
Contacts3
MS
Maria Santos
VP Operations · Last: 3d ago
Champion
JD
James Dawkins
Maintenance Mgr · Last: 2w ago
User
TN
Theresa Nguyen
CFO · Last: 1mo ago
Decision Maker
Service Agreements
Annual Glass MaintenanceActive
$12,000/yr · Quarterly inspections · All 8 properties
Visits completed
2 / 4
Next visit
May 15
Renewal
Aug 1
Margin
42%
Account Team
PS
Philip Schultz
Owner
JR
Jake Rivera
Lead Tech
Properties8
Oak Hill Apartments
12 units · Last: Apr 18 · Agreement: active
$8.4k
Riverside Commons
24 units · Last: Apr 12 · Agreement: active
$12.6k
Lakewood Place
8 units · Last: Mar 2 · Needs inspection
$4.2k
Pine Valley
16 units · Last: Apr 8 · Agreement: active
$6.8k
Summit Ridge
6 units · Last: Nov 2025 · No recent work
$2.1k
+ 3 more properties
Active Pipeline3 deals
12-unit window replacement — Oak Hill
Estimate sent · 6d in stage · Viewed 2x
$14,200
Storefront repair — Riverside
Measure scheduled · Apr 30
$3,800
Emergency board-up — Lakewood unit 4
Job booked · Tomorrow 8am · Jake R.
$680
Activity Timeline
Job completed — Storefront seal, Oak Hill
Jake R. · $1,200 · Apr 18
Call with Maria Santos
Discussed window replacement for Oak Hill · Apr 15 · 12 min
Estimate sent — 12-unit windows, Oak Hill
$14,200 · Apr 15 · Viewed 2x
Job completed — IGU replacement x3, Riverside
Mike K. · $2,400 · Apr 12
Q2 inspection scheduled — All properties
May 15 · Service agreement visit 3/4
AI Insights
Revenue opportunity: Similar apt complexes average $8.2k/yr in window film. BlueStar has $0 — estimated whitespace: $6,200.
Renewal alert: Service agreement renews Aug 1. Recommend starting renewal discussion by May 1 — 90-day lead time.
Relationship health: 3 contacts mapped. CFO (Theresa) last contacted 1mo ago — schedule touchpoint to maintain exec relationship.
Whitespace Analysis$14k opportunity
Active Past Pipeline Whitespace
StoreFlatIGUFilmMirrorEmerg
Oak Hill
Riverside
Lakewood
Pine Valley
Summit Ridge
Gray cells = untapped services at this property. Window film ($6.2k) is the biggest single opportunity.
Financials
Revenue (TTM)$42,800
YTD$18,200
YoY Growth+14%
Open AR$4,200
Avg Days to Pay22
Pipeline Value$18,680
Upcoming
📅
Emergency board-up — Lakewood
Tomorrow 8am · Jake R.
📋
Q2 inspection — All properties
May 15 · Agreement visit 3/4
🔄
Follow up: Oak Hill window estimate
$14,200 · Viewed 2x · 6d in stage
RT
Robert Thompson 2m ago
CALL Inbound · 4m 12s — storefront quote
Booked 1 unread
JS
Jennifer Sparks 18m ago
SMS Can you confirm my Thursday appt?
2 unread
AM
Ashley Morgan 1h ago
EMAIL Re: Estimate #4821 — follow-up
BP
BlueStar Properties 3h ago
CALL Outbound · 2m 44s — no answer
No Answer
DH
David Henderson Yesterday
SMS Ok thanks, I'll call back tomorrow
MC
Margaret Chen Yesterday
EMAIL Insurance claim — need itemized invoice
RT
Robert Thompson
📞 (859) 555-0184  ·  Residential
Inbound Call Booked
Today, 2:08 PM · 4m 12s
Storefront glass replacement — double-pane, 36x48. Scheduled for Thursday.
Hi Robert! Confirming your appt Thursday 4/24 at 9am. Tech will call 30 min before arrival.
You · Today, 2:15 PM
Perfect, thank you. Will someone be able to give me a final price before they start?
Robert · Today, 2:22 PM
✉ Email
Today, 11:42 AM
Re: Estimate #5034 — Storefront Glass
Hi, just checking — does the estimate include the aluminum frame? Let me know...
Yes — aluminum frame is included in the estimate. Full scope covered at Thursday's visit.
You · Today, 2:30 PM
RT
Robert Thompson
Residential · Repeat
LTV
$4,210
Jobs
7
Last Svc
Jan 12
Open AR
$0
Open Pipeline
Est #5034
Storefront Glass · $1,840
Sent
Quick Actions
Pipeline ⓘ
$124k
+9%
Active ⓘ
32
+4
Win Rate ⓘ
38%
+3%
Avg Deal ⓘ
$2.8k
-$0.1k
Won (Mo) ⓘ
18
+5
Lost (Mo) ⓘ
7
+2
My Performance — This MonthCSR View
Calls #2
14
Avg 11+3
Booked #1
9
Avg 6+3
Book Rate #1
64%
Avg 52%+12%
Revenue #2
$8.4k
Avg $7.2k+$1.2k
Pipeline by Stageⓘ
Lead
Meas
Sent
Fol
N
Won
28
18
24
12
6
18
Conversion Funnel
Lead → Measure
62%
Measure → Sent
80%
Sent → Won
31%
Revenue Trend (30d)
You
Team Avg
Wk1Wk2Wk3Wk4
Strengths & WeaknessesAI-analyzed · last 30 calls
Strengths
Objection Handling
82% recovery rate — top of team
+30% vs avg
Speed-to-Lead
Avg 4.2 min first response
3x faster than avg
Opportunities
Cross-sell Rate
12% — team avg is 28%
-16% vs avg
Follow-up Cadence
Avg 3.1 days between touches
Target: <2 days
Active Bids ⓘ
8
↑ 2 new this week
Pending Resp. ⓘ
3
Avg wait 8.4 days
Win Rate ⓘ
34%
↑ 4pts vs prior yr
Pipeline ⓘ
$186k
8 bids · 3 GCs
Avg Bid Size ⓘ
$23k
Range $8k-$68k
Prospect2
Lexington Center Partners
Mixed-use lobby glass & partitions
Interior Glass
~$18k
Est. range
Conf.
20%
Harrison GC Group
Winn-Dixie strip mall storefront (3 units)
Storefront
~$32k
Site walk Apr 30
Conf.
15%
RFQ Received2
Bluegrass Builders LLC
University Commons Phase 2 — curtain wall
Curtain Wall
$68k
RFQ due May 3
Conf.
40%
Palmer Construction
Warehouse entrance canopy glass
Entrance
$14k
RFQ due May 7
Conf.
35%
Bid Prep1
In progress
Apex Property Mgmt
Riverside Commons — storefront + interior glass
Storefront
$28k
Submit by May 2
Conf.
60%
Submitted3
Tri-State Development
NewTown Lofts — aluminum storefront (4-story)
Storefront
$44k
Submitted Apr 19
Conf.
55%
Awaiting response · 9 days pending
Cardinal Commercial
Eastside Medical — office glass partitions
Interior Glass
$11k
Submitted Apr 23
Conf.
70%
K&M Properties
Cheapside Bar District — 5 storefronts reglaze
Storefront
$8k
Submitted Apr 26
Conf.
80%
Awarded2
✓ Awarded
Bluegrass Builders LLC
Hamburg Pike Office — curtain wall (Phase 1)
Curtain Wall
$52k
Start May 12
Contract
✓ Awarded
UK Facilities Mgmt
Wildcat Dining Phase 2 — storefront expansion
Storefront
$22k
Start May 6
PO Rcvd
Lost2
✗ Lost — Price
Summit GC Partners
Woodhill Apts — curtain wall
Curtain Wall
$38k
Lost Apr 14
✗ Lost — No award
Meridian Contractors
Downtown office lobby entrance
Entrance
$9k
Lost Apr 20
Active Projects ⓘ
4
2 install this week
Contract Value ⓘ
$152k
Across 3 GCs
Billed to Date ⓘ
$68k
45% of contract
Open Submittals ⓘ
7
3 overdue >5d
Open COs ⓘ
2
$8.4k pending
ProjectGC / PMStatusValuePhaseTimelineProgress
Hamburg Pike Office
Curtain wall · 4-story
Curtain Wall
R. Mullins
Bluegrass Builders
Active
$52k
$18k billed
Fabricate
May 12 – Jun 20
39 days remain
Progress35%
12 submitted8 approved4 pending
Wildcat Dining Ph. 2
Storefront expansion
StorefrontCO +$2.1k
R. Hall
UK Facilities Mgmt
Active
$22k
$0 billed
Order
May 6 – May 28
30 days remain
Progress10%
5 submitted5 approved
University Commons Ph. 2
Curtain wall
Curtain WallCO +$6.3k
R. Mullins
Bluegrass Builders
On Hold
$68k
$50k billed
Punch List
Feb 3 – Apr 30
2 days overdue
Progress92%
22 submitted19 approved3 pending
02:34
Robert Thompson (859) 555-0147
Incoming Call
Robert Thompson
(859) 555-0147
Live
02:34
Robert Thompson (859) 555-0147 · Returning · $12.4k LTV
🤖Doc is listening
RT
Robert Thompson
(859) 555-0147 · robert.thompson@gmail.com
Since 2023 · 4 jobs · 3 properties
$12.4k
LTV
$280
Due
Schedule Service
🤖Doc auto-filled 5 fields
Job Type AI
Priority
Property AI
Job Summary AI
Available Slots AI
Full calendar →
Mon 28
8–10a
Jake R. ★
Tue 29
9–11a
Mike K.
Wed 30
8–10a
Jake R.
Thu 1
10–12p
Mike K.
Fri 2
8–10a
Jake R.
Send confirmation to (859) 555-0147
Service History4 jobs
Shower door install
901 Beaumont Ct · Jake R.
$2,400Apr 21
Window replacement (2)
901 Beaumont Ct · Mike K.
$3,800Mar 8
Patio door glass
1220 Tates Creek · Jake R.
$4,200Nov '25
Windshield repair
Mobile · Mike K.
$180Aug '23
Properties2
🏠
901 Beaumont Ct
3 jobs · Last: Apr 21 · Residential
Open →
🏠
1220 Tates Creek Rd
1 job · Last: Nov 2025 · Residential
Open →
Financials
$280
Balance
0
Deals
0
Estimates
6d
Avg Pay
AI Coach & Script
🤖
AI Intent Prediction
Likely calling about: bathroom mirror estimate — texted 18 min ago. May also ask about $280 open balance.
Call ScriptReturning
1
Greeting
"Hi Robert, great to hear from you! How can I help you today?"
2
Qualify
What service? Which property? Timeline? Dimensions?
3
Book or Estimate
Simple → Book. Measure needed → Schedule. Pricing → Send estimate.
4
Cross-Sell
"Your Beaumont home has older windows — want us to look while we're there?"
💡
Upsell: Window Assessment
15-yr-old windows at Beaumont. Cross-sell: ~$6,800
Call Notes
🤖Doc is writing
Live Transcript
Robert
Hey, I'm calling about that bathroom mirror. I texted you earlier about getting an estimate?
Sarah (You)
Hi Robert! Yes, I see your message. Is the mirror for the Beaumont property?
Robert
Yeah, the master bath. We want a frameless mirror above the vanity to match the shower door.
Sarah (You)
Frameless to match — love it. Do you have dimensions, or should we send someone to measure?
Robert
I think it's about 60 inches wide, maybe 36 tall. But you should probably come measure to be sure.
Sarah (You)
Absolutely. Let me get a measure visit scheduled. Do you prefer mornings or afternoons?
Robert
Mornings work best. Any day next week is fine.
Call Wrap-Up
Wrap-up time:0:45
🤖
AI Call Summary
Robert called about a frameless bathroom mirror for 901 Beaumont Ct to match the shower door installed Apr 21. Needs a measure visit — estimated 60" x 36". Preferred time: morning next week. Also mentioned interest in window assessment for same property (upsell noted).
Disposition
AI-Suggested Follow-Ups
Schedule measure visit — Beaumont mirror
Morning next week · Robert Thompson
Auto-created
Send window assessment proposal
Beaumont property · 15-yr-old windows · Cross-sell
Follow up on $280 open balance
From shower door job · 3 days old