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Sales CRM

Ivybridge Fields Sales Team · Sales CRM · Austin, TX

Idris Engstrom is the sales manager at Ivybridge Fields Sales Team, a five-rep team selling commercial cleaning contracts, and uses this to move every deal across one board from the first inquiry to the hand-off that starts the crew on time.

Any businessProjectsBoards4 tables · 6 views · 1 form · 1 dimension set · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agent
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Deal board

Deals
New lead5
Larkhollow Dental Group, nightly janitorialIV-3107Larkhollow Dental Group
Tenbrook Veterinary Clinic, window washingIV-3114Tenbrook Veterinary Clinic
Greywater Pilates Studio, carpet extractionIV-3121Greywater Pilates Studio
Hollis and Marrow Accountants, nightly janitorialIV-3128Hollis and Marrow Accountants
Stonecrest Credit Union branch, floor care and strippingIV-3135Stonecrest Credit Union branch
Intro call5
Quarry Lane Fitness, nightly janitorialIV-3142Quarry Lane Fitness
Bellwether Pediatrics, nightly janitorialIV-3149Bellwether Pediatrics
Copperline Print Shop, floor care and strippingIV-3156Copperline Print Shop
Marigold Court Apartments, carpet extractionIV-3163Marigold Court Apartments
Riverbend Orthodontics, nightly janitorialIV-3170Riverbend Orthodontics
Site walk4
Kestrel Ridge Charter School, nightly janitorialIV-3177Kestrel Ridge Charter School
Pinecone Coworking, nightly janitorialIV-3184Pinecone Coworking
Ashgrove Church Hall, floor care and strippingIV-3191Ashgrove Church Hall
Whistlestop Daycare, nightly janitorialIV-3198Whistlestop Daycare
Quote sent6
Fairhaven Medical Billing, nightly janitorialIV-3205Fairhaven Medical Billing
Dunmore Dermatology, nightly janitorialIV-3212Dunmore Dermatology
Wilhelmina Cobbleshaw Photography Loft, window washingIV-3219Wilhelmina Cobbleshaw Photography Loft
Meridian Hall Event Venue, post-construction cleanIV-3226Meridian Hall Event Venue
Harrowby Insurance Agency, nightly janitorialIV-3233Harrowby Insurance Agency
1 more
Negotiating4
Oakmont Senior Living, nightly janitorialIV-3247Oakmont Senior Living
Larkmoor Physical Therapy, nightly janitorialIV-3254Larkmoor Physical Therapy
Lanternside Public Library Annex, nightly janitorialIV-3261Lanternside Public Library Annex
Tidewell Mortgage Office, carpet extractionIV-3268Tidewell Mortgage Office
Won3
Dayspring Yoga Collective, nightly janitorialIV-3275Dayspring Yoga Collective
Granary Row Bakery, window washingIV-3282Granary Row Bakery
Alderpoint Law Offices, nightly janitorialIV-3289Alderpoint Law Offices
Handed to onboarding3
Humboldt Street Lofts, nightly janitorialIV-3296Humboldt Street Lofts
Pennywhistle Toy Store, floor care and strippingIV-3303Pennywhistle Toy Store
Eastlake Montessori, nightly janitorialIV-3310Eastlake Montessori
Lost2
Foxglove Wellness Spa, carpet extractionIV-3317Foxglove Wellness Spa
Westmark Title and Escrow, nightly janitorialIV-3324Westmark Title and Escrow

Tables

Deals

32 sample rows · 17 columns

Every cleaning contract the team is chasing, from the first inquiry to the day it is handed to onboarding.

DealDeal numberCompanyContactContact emailContact phoneService
Eastlake Montessori, nightly janitorialIV-3310Eastlake MontessoriRosalind Brzozowski-Ekr.brzozowski@stonecrestmail.net(512) 555-0179Nightly janitorial
Humboldt Street Lofts, nightly janitorialIV-3296Humboldt Street LoftsOctavian Lindqvist-Nairo.lindqvist@stonecrestmail.net(512) 555-0177Nightly janitorial
Pennywhistle Toy Store, floor care and strippingIV-3303Pennywhistle Toy StoreLudmila Fontaine-Abaral.fontaine@tenbrookmailbox.com(512) 555-0178Floor care and stripping
Westmark Title and Escrow, nightly janitorialIV-3324Westmark Title and EscrowPhilippa Ngata-Corbinp.ngata@stonecrestmail.net(512) 555-0181Nightly janitorial
Foxglove Wellness Spa, carpet extractionIV-3317Foxglove Wellness SpaIsidore Camara-Whelani.camara@tenbrookmailbox.com(512) 555-0180Carpet extraction
Alderpoint Law Offices, nightly janitorialIV-3289Alderpoint Law OfficesSeraphina Kwan-Duboiss.kwan@tenbrookmailbox.com(512) 555-0176Nightly janitorial
Dayspring Yoga Collective, nightly janitorialIV-3275Dayspring Yoga CollectiveMarguerite Eze-Hollanderm.eze@tenbrookmailbox.com(512) 555-0174Nightly janitorial
Granary Row Bakery, window washingIV-3282Granary Row BakeryKasimir Hollenbeck-Duartek.hollenbeck@stonecrestmail.net(512) 555-0175Window washing
Tidewell Mortgage Office, carpet extractionIV-3268Tidewell Mortgage OfficeJarek Almeida-Frostj.almeida@stonecrestmail.net(512) 555-0173Carpet extraction
Larkmoor Physical Therapy, nightly janitorialIV-3254Larkmoor Physical TherapyCassius Ndlovu-Bergc.ndlovu@stonecrestmail.net(512) 555-0171Nightly janitorial
Oakmont Senior Living, nightly janitorialIV-3247Oakmont Senior LivingGwendolen Szabo-Itog.szabo@tenbrookmailbox.com(512) 555-0170Nightly janitorial
Harrowby Insurance Agency, nightly janitorialIV-3233Harrowby Insurance AgencyRosamund Tiffinwood-Amadid.mukherjee@tenbrookmailbox.com(512) 555-0168Nightly janitorial

20 more rows

Services

5 sample rows · 5 columns

What the company sells, with the usual monthly rate and the deals riding on it.

ServiceTypical monthly rateDeals
Carpet extraction$1,320Greywater Pilates Studio, carpet extraction, Marigold Court Apartments, carpet extraction, Tidewell Mortgage Office, carpet extraction, Foxglove Wellness Spa, carpet extraction
Floor care and stripping$1,650Stonecrest Credit Union branch, floor care and stripping, Copperline Print Shop, floor care and stripping, Ashgrove Church Hall, floor care and stripping, Cinder and Sage Restaurant Group, floor care and stripping, Pennywhistle Toy Store, floor care and stripping
Nightly janitorial$4,200Larkhollow Dental Group, nightly janitorial, Hollis and Marrow Accountants, nightly janitorial, Quarry Lane Fitness, nightly janitorial, Bellwether Pediatrics, nightly janitorial, Riverbend Orthodontics, nightly janitorial, Kestrel Ridge Charter School, nightly janitorial, Pinecone Coworking, nightly janitorial, Whistlestop Daycare, nightly janitorial, Fairhaven Medical Billing, nightly janitorial, Dunmore Dermatology, nightly janitorial, Harrowby Insurance Agency, nightly janitorial, Oakmont Senior Living, nightly janitorial, Larkmoor Physical Therapy, nightly janitorial, Lanternside Public Library Annex, nightly janitorial, Dayspring Yoga Collective, nightly janitorial, Alderpoint Law Offices, nightly janitorial, Humboldt Street Lofts, nightly janitorial, Eastlake Montessori, nightly janitorial, Westmark Title and Escrow, nightly janitorial
Post-construction clean$3,400Meridian Hall Event Venue, post-construction clean
Window washing$980Tenbrook Veterinary Clinic, window washing, Wilhelmina Cobbleshaw Photography Loft, window washing, Granary Row Bakery, window washing

Activity

51 sample rows · 4 columns

Each call, email, site walk and quote review logged against a deal.

What happenedDealKindDone on
Call with Henrietta at Riverbend OrthodonticsRiverbend Orthodontics, nightly janitorialCallSep 30, 2026
Site walk with Leontine at Copperline Print ShopCopperline Print Shop, floor care and strippingSite walkSep 29, 2026
Call with Emeric at Quarry Lane FitnessQuarry Lane Fitness, nightly janitorialCallSep 28, 2026
Quote review with Ptolemy at Ashgrove Church HallAshgrove Church Hall, floor care and strippingQuote reviewSep 28, 2026
Call with Ingrid at Whistlestop DaycareWhistlestop Daycare, nightly janitorialCallSep 27, 2026
Quote review with Anouk at Marigold Court ApartmentsMarigold Court Apartments, carpet extractionQuote reviewSep 26, 2026
Site walk with Seraphine at Pinecone CoworkingPinecone Coworking, nightly janitorialSite walkSep 26, 2026
Email with Annelise at Bellwether PediatricsBellwether Pediatrics, nightly janitorialEmailSep 25, 2026
Email with Mortimer at Kestrel Ridge Charter SchoolKestrel Ridge Charter School, nightly janitorialEmailSep 24, 2026
Site walk with Ptolemy at Ashgrove Church HallAshgrove Church Hall, floor care and strippingSite walkSep 23, 2026
Call with Alaric at Cinder and Sage Restaurant GroupCinder and Sage Restaurant Group, floor care and strippingCallSep 23, 2026
Quote review with Ingrid at Whistlestop DaycareWhistlestop Daycare, nightly janitorialQuote reviewSep 22, 2026

39 more rows

Forms and booking

Ask for a quote

Form
Ask for a quoteWhat a building manager fills in on the website to start a deal.
What does your building need cleaned? *
What is your company called? *
Who should we call? *
What is the best email for the quote? *
What number reaches you during the day?
Which service are you asking about? *
Ask for my quote

Also included

  • Deal boardStage rules
  • Quotes outDigest
  • Follow-up tomorrowNotificationReminds the rep the day before a deal's follow-up date.
  • Quote cover noteDocumentThe note that goes out with every quote.

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