SaaS company
Copperbrook Ridge Software · SaaS company · Portland, OR
Zane Tamarind is the support lead at Copperbrook Ridge Software, a B2B SaaS company in Portland, and uses this board to move every business that asks about the software from first call, through a demo and trial, to a signed agreement.
Software and ITSales pipelineBoards3 tables · 4 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateSales board
Sales callsHarbourline Freight Brokers
Alderbank Dental Group
Fennimore Tile & Stone
Ostrander Freezer Logistics
Bellwether Animal Hospital
Tamsin Home Health
Rushlight Brewing
Meridian Ferry Marine Supply
Corvalis Auto Glass
Stonebridge Equipment Rental
Pennyroyal Learning Center
Larchwood Roofing & Solar
Windlass Machine Works
Saltmarsh Catering
Greywether Surveying
Drumlin Orthodontics
Thornfield Organic Farms
Bracken Insurance Agency
Hollowell Pest Control
Wrenhaven Pediatric Therapy
Marlpit Landscape Nursery
Tidewater Courier
Ashgrove Cabinetry
Fairlight Physical Therapy
Brindle Timber Frames
Oxbow Vineyards
Yarrowby Bookkeeping
Tables
Sales calls
30 sample rows · 18 columnsEvery business that has asked about Copperbrook Ridge, from first call to a signed agreement.
| Company | Call no. | Contact | Phone | How they found us | Plan they asked about | |
|---|---|---|---|---|---|---|
| Harbourline Freight Brokers | CRS-26-101 | Isolde Fairbairn | isolde.fairbairn@harbourlinefreightbrokersinc.com | (503) 555-0140 | ||
| Alderbank Dental Group | CRS-26-102 | Hamish Underwood | hamish.underwood@alderbankdentalgroupinc.com | (503) 555-0141 | ||
| Fennimore Tile & Stone | CRS-26-103 | Saoirse Nakagawa | saoirse.nakagawa@fennimoretileandstoneinc.com | (503) 555-0142 | ||
| Ostrander Freezer Logistics | CRS-26-104 | Winifred Lindgren | winifred.lindgren@ostranderfreezerlogisticsinc.com | (503) 555-0143 | ||
| Tamsin Home Health | CRS-26-107 | Ravi Vandermolen | ravi.vandermolen@tamsinhomehealthinc.com | (503) 555-0146 | ||
| Bellwether Animal Hospital | CRS-26-105 | Katarzyna Achterberg | katarzyna.achterberg@bellwetheranimalhospitalinc.com | (503) 555-0144 | ||
| Rushlight Brewing | CRS-26-108 | Cormac Wolcott | cormac.wolcott@rushlightbrewinginc.com | (503) 555-0147 | ||
| Quarrystone Property Management | CRS-26-106 | Viggo Beaumont | viggo.beaumont@quarrystonepropertymanagementinc.com | (503) 555-0145 | ||
| Meridian Ferry Marine Supply | CRS-26-109 | Anouk Fitzgibbon | anouk.fitzgibbon@meridianferrymarinesupplyinc.com | (503) 555-0148 | ||
| Corvalis Auto Glass | CRS-26-110 | Hester Pennywhistle | hester.pennywhistle@corvalisautoglassinc.com | (503) 555-0149 | ||
| Stonebridge Equipment Rental | CRS-26-111 | Eamon Ketterman | eamon.ketterman@stonebridgeequipmentrentalinc.com | (503) 555-0150 | ||
| Pennyroyal Learning Center | CRS-26-112 | Osric Lundgren | osric.lundgren@pennyroyallearningcenterinc.com | (503) 555-0151 |
Agreements
5 sample rows · 8 columnsThe signed software agreements: plan, term and what each brings in per year.
| Agreement | From call | Signed on | Term | Signed price | Billing | Status |
|---|---|---|---|---|---|---|
| Marlpit Landscape Nursery - Starter plan | Marlpit Landscape Nursery | Sep 10, 2026 | 12 | $5,100 | ||
| Tidewater Courier - Team plan | Tidewater Courier | Sep 7, 2026 | 24 | $7,600 | ||
| Ashgrove Cabinetry - Business plan | Ashgrove Cabinetry | Sep 2, 2026 | 12 | $27,000 | ||
| Fairlight Physical Therapy - Enterprise plan | Fairlight Physical Therapy | Aug 27, 2026 | 36 | $72,000 | ||
| Brindle Timber Frames - Team plan | Brindle Timber Frames | Aug 21, 2026 | 12 | $14,200 |
Also included
- Sales board
- Calls waiting for a callback
- Quote is outReminds the owner to follow up when a quote goes out.
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