Sales CRM
Brindlemoor Logistics Software · Sales CRM · Columbus, OH
Jamal Price leads a five-rep sales team at Brindlemoor Logistics Software in Columbus, and he uses this to move every route-planning deal from first inquiry to signed and to have an agent draft each follow-up from the notes on the deal.
Any businessSales pipelineAgents5 tables · 7 views · 1 form · 1 dimension set · 1 dashboard · 1 notification · 1 stage rule set · 1 row action · 1 agent
Use this templateDeal board
DealsLead3
Pennywhistle Party Rentals: party delivery routes, 6 trucksDL-3102Pennywhistle Party Rentals
Ninebark Floral Wholesale: wholesale floral runs, 5 vansDL-3106Ninebark Floral Wholesale
Alderpoint Waste and Recycling: recycling pickup routes, 38 trucksDL-3110Alderpoint Waste and Recycling
Discovery call4
Harbison Valley Produce: produce distribution, 22 trucksDL-3114Harbison Valley Produce
Tilsbury Appliance Delivery: appliance delivery, 14 trucksDL-3118Tilsbury Appliance Delivery
Calloway Pharmacy Couriers: pharmacy couriers, 11 vehiclesDL-3122Calloway Pharmacy Couriers
Redcliff Propane Services: propane refill routes, 19 trucksDL-3126Redcliff Propane Services
Demo4
Greenfield Linen and Uniform: linen route service, 30 vansDL-3130Greenfield Linen and Uniform
Fenwick Bakery Routes: bakery delivery routes, 16 vansDL-3134Fenwick Bakery Routes
Quarry Lane Building Supply: building supply deliveries, 26 trucksDL-3138Quarry Lane Building Supply
Sorrel Creek Medical Supply: medical supply routes, 9 vansDL-3142Sorrel Creek Medical Supply
Proposal sent5
Marrowfield Beverage Wholesale: beverage wholesale, 41 trucksDL-3146Marrowfield Beverage Wholesale
Harbison Valley Produce: produce distribution, add-on cold-chain alertsDL-3150Harbison Valley Produce
Tilsbury Appliance Delivery: appliance delivery, second depotDL-3154Tilsbury Appliance Delivery
Redcliff Propane Services: propane refill routes, tank sensorsDL-3158Redcliff Propane Services
Quarry Lane Building Supply: building supply, extra yardDL-3162Quarry Lane Building Supply
Negotiation4
Greenfield Linen and Uniform: linen route service, second plantDL-3166Greenfield Linen and Uniform
Fenwick Bakery Routes: bakery delivery, holiday surge fleetDL-3170Fenwick Bakery Routes
Sorrel Creek Medical Supply: medical supply, cold-chain loggingDL-3174Sorrel Creek Medical Supply
Alderpoint Waste and Recycling: recycling routes, pilot of 10 trucksDL-3178Alderpoint Waste and Recycling
Closed won5
Calloway Pharmacy Couriers: pharmacy couriers, first yearDL-3182Calloway Pharmacy Couriers
Pennywhistle Party Rentals: party rentals, six trucks pilotDL-3186Pennywhistle Party Rentals
Ninebark Floral Wholesale: floral runs, first yearDL-3190Ninebark Floral Wholesale
Marrowfield Beverage Wholesale: beverage wholesale, 12-truck trialDL-3194Marrowfield Beverage Wholesale
Harbison Valley Produce: produce distribution, base platformDL-3198Harbison Valley Produce
Closed lost3
Alderpoint Waste and Recycling: recycling routes, discovery studyDL-3202Alderpoint Waste and Recycling
Quarry Lane Building Supply: building supply, first lookDL-3206Quarry Lane Building Supply
Pennywhistle Party Rentals: party rentals, spring seasonDL-3210Pennywhistle Party Rentals
Tables
Deals
28 sample rows · 16 columnsEvery sales opportunity from the first inquiry to signed or lost, with the notes a rep follows up from.
| Deal | Deal number | Company | Main contact | Stage | Annual contract value | Opened on |
|---|---|---|---|---|---|---|
| Pennywhistle Party Rentals: party rentals, spring season | DL-3210 | Pennywhistle Party Rentals | Octavia Lundqvist | Closed lost | — | Apr 28, 2026 |
| Harbison Valley Produce: produce distribution, base platform | DL-3198 | Harbison Valley Produce | Lorna Fitzgerald-Baines | Closed won | $38,000 | May 8, 2026 |
| Quarry Lane Building Supply: building supply, first look | DL-3206 | Quarry Lane Building Supply | Cassius Wetherell | Closed lost | — | Jun 2, 2026 |
| Marrowfield Beverage Wholesale: beverage wholesale, 12-truck trial | DL-3194 | Marrowfield Beverage Wholesale | Delphine Okonkwo-Reyes | Closed won | $44,000 | May 28, 2026 |
| Alderpoint Waste and Recycling: recycling routes, discovery study | DL-3202 | Alderpoint Waste and Recycling | Nadira Solheim | Closed lost | — | Jun 17, 2026 |
| Ninebark Floral Wholesale: floral runs, first year | DL-3190 | Ninebark Floral Wholesale | Corinne Vasquez-Hale | Closed won | $9,800 | Jun 25, 2026 |
| Calloway Pharmacy Couriers: pharmacy couriers, first year | DL-3182 | Calloway Pharmacy Couriers | Silas Brightwater | Closed won | $19,800 | Jul 1, 2026 |
| Pennywhistle Party Rentals: party rentals, six trucks pilot | DL-3186 | Pennywhistle Party Rentals | Octavia Lundqvist | Closed won | $12,400 | Jul 9, 2026 |
| Fenwick Bakery Routes: bakery delivery, holiday surge fleet | DL-3170 | Fenwick Bakery Routes | Marisol Everhart | Negotiation | $33,800 | Aug 8, 2026 |
| Greenfield Linen and Uniform: linen route service, second plant | DL-3166 | Greenfield Linen and Uniform | Ambrose Teague | Negotiation | $72,500 | Jul 31, 2026 |
| Sorrel Creek Medical Supply: medical supply, cold-chain logging | DL-3174 | Sorrel Creek Medical Supply | Gregor Pemberton | Negotiation | $27,900 | Aug 17, 2026 |
| Harbison Valley Produce: produce distribution, add-on cold-chain alerts | DL-3150 | Harbison Valley Produce | Lorna Fitzgerald-Baines | Proposal sent | $16,500 | Aug 22, 2026 |
16 more rows
Companies
12 sample rows · 9 columnsThe delivery and distribution companies Brindlemoor sells to, with what each has bought and what is still open.
| Company | Website | Segment | Employees | City | Deals |
|---|---|---|---|---|---|
| Alderpoint Waste and Recycling | https://alderpointwaste.net | Services | 160 | Mansfield | Alderpoint Waste and Recycling: recycling pickup routes, 38 trucks, Alderpoint Waste and Recycling: recycling routes, pilot of 10 trucks, Alderpoint Waste and Recycling: recycling routes, discovery study |
| Calloway Pharmacy Couriers | https://callowaypharmacycouriers.net | Healthcare | 48 | Cincinnati | Calloway Pharmacy Couriers: pharmacy couriers, 11 vehicles, Calloway Pharmacy Couriers: pharmacy couriers, first year |
| Fenwick Bakery Routes | https://fenwickbakeryroutes.net | Food and beverage | 120 | Canton | Fenwick Bakery Routes: bakery delivery routes, 16 vans, Fenwick Bakery Routes: bakery delivery, holiday surge fleet |
| Greenfield Linen and Uniform | https://greenfieldlinenuniform.net | Services | 140 | Dayton | Greenfield Linen and Uniform: linen route service, 30 vans, Greenfield Linen and Uniform: linen route service, second plant |
| Harbison Valley Produce | https://harbisonvalleyproduce.net | Food and beverage | 85 | Columbus | Harbison Valley Produce: produce distribution, 22 trucks, Harbison Valley Produce: produce distribution, add-on cold-chain alerts, Harbison Valley Produce: produce distribution, base platform |
| Marrowfield Beverage Wholesale | https://marrowfieldbeverage.net | Food and beverage | 210 | Toledo | Marrowfield Beverage Wholesale: beverage wholesale, 41 trucks, Marrowfield Beverage Wholesale: beverage wholesale, 12-truck trial |
| Ninebark Floral Wholesale | https://ninebarkfloral.net | Food and beverage | 37 | Columbus | Ninebark Floral Wholesale: wholesale floral runs, 5 vans, Ninebark Floral Wholesale: floral runs, first year |
| Pennywhistle Party Rentals | https://pennywhistlerentals.net | Services | 29 | Columbus | Pennywhistle Party Rentals: party delivery routes, 6 trucks, Pennywhistle Party Rentals: party rentals, six trucks pilot, Pennywhistle Party Rentals: party rentals, spring season |
| Quarry Lane Building Supply | https://quarrylanesupply.net | Home and building | 178 | Lima | Quarry Lane Building Supply: building supply deliveries, 26 trucks, Quarry Lane Building Supply: building supply, extra yard, Quarry Lane Building Supply: building supply, first look |
| Redcliff Propane Services | https://redcliffpropane.net | Home and building | 95 | Zanesville | Redcliff Propane Services: propane refill routes, 19 trucks, Redcliff Propane Services: propane refill routes, tank sensors |
| Sorrel Creek Medical Supply | https://sorrelcreekmedical.net | Healthcare | 73 | Youngstown | Sorrel Creek Medical Supply: medical supply routes, 9 vans, Sorrel Creek Medical Supply: medical supply, cold-chain logging |
| Tilsbury Appliance Delivery | https://tilsburyappliance.net | Home and building | 62 | Akron | Tilsbury Appliance Delivery: appliance delivery, 14 trucks, Tilsbury Appliance Delivery: appliance delivery, second depot |
Contacts
12 sample rows · 5 columnsThe people at each company a rep talks to.
| Name | Job title | Phone | Company | |
|---|---|---|---|---|
| Ambrose Teague | Operations director | ambrose.teague@greenfieldlinenuniform.net | (937) 555-0122 | Greenfield Linen and Uniform |
| Benedikt Aaltonen | Operations manager | benedikt.aaltonen@redcliffpropane.net | (740) 555-0126 | Redcliff Propane Services |
| Cassius Wetherell | Logistics lead | cassius.wetherell@quarrylanesupply.net | (419) 555-0128 | Quarry Lane Building Supply |
| Corinne Vasquez-Hale | Owner | corinne.vasquez@ninebarkfloral.net | (614) 555-0127 | Ninebark Floral Wholesale |
| Delphine Okonkwo-Reyes | Fleet manager | delphine.okonkwo@marrowfieldbeverage.net | (419) 555-0123 | Marrowfield Beverage Wholesale |
| Gregor Pemberton | Distribution manager | gregor.pemberton@sorrelcreekmedical.net | (330) 555-0130 | Sorrel Creek Medical Supply |
| Lorna Fitzgerald-Baines | Dispatch manager | lorna.baines@harbisonvalleyproduce.net | (614) 555-0121 | Harbison Valley Produce |
| Marisol Everhart | Route supervisor | marisol.everhart@fenwickbakeryroutes.net | (330) 555-0129 | Fenwick Bakery Routes |
| Nadira Solheim | Fleet director | nadira.solheim@alderpointwaste.net | (419) 555-0131 | Alderpoint Waste and Recycling |
| Octavia Lundqvist | Owner | octavia.lundqvist@pennywhistlerentals.net | (614) 555-0132 | Pennywhistle Party Rentals |
| Silas Brightwater | Owner | silas.brightwater@callowaypharmacycouriers.net | (513) 555-0124 | Calloway Pharmacy Couriers |
| Yolanda Marchetti | General manager | yolanda.marchetti@tilsburyappliance.net | (330) 555-0125 | Tilsbury Appliance Delivery |
Activities
50 sample rows · 4 columnsEvery call, email, meeting and demo logged against a deal.
| What happened | Deal | Kind | Done on |
|---|---|---|---|
| Harbison Valley Produce: Sent the fleet questionnaire and a short case study. | Harbison Valley Produce: produce distribution, 22 trucks | Call | Oct 3, 2026 |
| Calloway Pharmacy Couriers: Sent the fleet questionnaire and a short case study. | Calloway Pharmacy Couriers: pharmacy couriers, 11 vehicles | Oct 3, 2026 | |
| Sorrel Creek Medical Supply: Answered questions on driver app and offline mode. | Sorrel Creek Medical Supply: medical supply routes, 9 vans | Oct 3, 2026 | |
| Calloway Pharmacy Couriers: Walked through the current dispatch process and where routes break down. | Calloway Pharmacy Couriers: pharmacy couriers, 11 vehicles | Meeting | Oct 2, 2026 |
| Tilsbury Appliance Delivery: Sent the fleet questionnaire and a short case study. | Tilsbury Appliance Delivery: appliance delivery, 14 trucks | Meeting | Oct 1, 2026 |
| Redcliff Propane Services: Sent the fleet questionnaire and a short case study. | Redcliff Propane Services: propane refill routes, 19 trucks | Call | Sep 27, 2026 |
| Sorrel Creek Medical Supply: Ran the route builder on a sample of their real stops. | Sorrel Creek Medical Supply: medical supply routes, 9 vans | Demo | Sep 27, 2026 |
| Harbison Valley Produce: Walked through the current dispatch process and where routes break down. | Harbison Valley Produce: produce distribution, 22 trucks | Sep 26, 2026 | |
| Tilsbury Appliance Delivery: Walked through the current dispatch process and where routes break down. | Tilsbury Appliance Delivery: appliance delivery, 14 trucks | Call | Sep 25, 2026 |
| Fenwick Bakery Routes: Answered questions on driver app and offline mode. | Fenwick Bakery Routes: bakery delivery routes, 16 vans | Sep 24, 2026 | |
| Redcliff Propane Services: Walked through the current dispatch process and where routes break down. | Redcliff Propane Services: propane refill routes, 19 trucks | Sep 21, 2026 | |
| Greenfield Linen and Uniform: Answered questions on driver app and offline mode. | Greenfield Linen and Uniform: linen route service, 30 vans | Demo | Sep 21, 2026 |
38 more rows
Views
Closing soon
DealsOctober 2026
Sun
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Wed
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Fri
Sat
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5
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13Fenwick Bakery Routes: bakery delivery, holiday surge fleet
14
15Greenfield Linen and Uniform: linen route service, second plant
16
17Sorrel Creek Medical Supply: medical supply, cold-chain logging
18
19Harbison Valley Produce: produce distribution, add-on cold-chain alerts
20Alderpoint Waste and Recycling: recycling routes, pilot of 10 trucks
21Quarry Lane Building Supply: building supply, extra yard
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23Tilsbury Appliance Delivery: appliance delivery, second depot
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26Marrowfield Beverage Wholesale: beverage wholesale, 41 trucks
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29Redcliff Propane Services: propane refill routes, tank sensors
30
31Sorrel Creek Medical Supply: medical supply routes, 9 vans
Forms and booking
New deal
FormNew dealWhat a rep fills in when a company shows interest.
What is the deal called? *
Which company is it with? *
Who is the main contact?
Where did it come from?Website formTrade showReferralWebinarCold outreachExisting customer
Which rep is carrying it?
When do you expect it to close?Expected for open deals, actual for closed ones.
What did they say they need?
Add the dealDashboards
Pipeline at a glance
DealsContract value by stage
- Lead$0
- Discovery call$117,000
- Demo$172,000
- Proposal sent$234,900
- Negotiation$222,200
- Closed won$124,000
- Closed lost$0
Deals by rep28
Also included
- Deal boardStage rules
- Draft a follow-upRow action
- Deal wonNotificationTells the sales director the moment a deal is signed.
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