SaaS company
Kestrelmoor Commons Software · SaaS company · Chicago, IL
Ibrahim Jessup is the support lead at Kestrelmoor Commons Software, a B2B SaaS company that sells stock forecasting to independent grocers, and he uses this to bring each new grocer on board, from the first conversation to a booked first ticket, while every grocer can open a portal to follow its own tickets.
Software and ITIntakeClient portals4 tables · 5 views · 2 forms · 2 dimension sets · 1 portal · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateOnboarding board
Customer accountsFirst contact4
Maple & Third MarketKC-1001Rosalind Hargreave
Harrowgate Fresh GrocersKC-1002Dmitri Vanterpool
Dunmore Lane Co-opKC-1003Ottoline Abernethy
Pelham Brook Natural FoodsKC-1004Ignatius Bellweather
Demo held4
Sorrel Street ProvisionsKC-1005Henrietta Osgood-Bright
Lindenmeer GroceryKC-1006Casimir Holtzclaw
Tamsin & Daughters Fine FoodsKC-1007Tamsin Whitcombe
Quillfeather Corner MarketKC-1008Barnaby Eastlake
Trial running6
Wexcombe Valley Co-opKC-1009Philomena Strachan
Bramblehurst Market HallKC-1010Leopold Ashworth-Kane
Orchard Gate GrocersKC-1011Mirabel Thackeray
Fennimore Family FoodsKC-1012Augustin Pemberton
Saltmarsh PantryKC-1013Winnifred Gallowglass
1 moreSigned3
Copperfield Green GrocerKC-1015Seraphina Dunleavy
Thistledown Natural MarketKC-1016Lysander Cobbold
Marlinspike ProvisionsKC-1017Clementine Ravenscroft
First ticket booked4
Rookwood Corner Co-opKC-1018Peregrine Ainsworth
Hollin Creek Fresh MarketKC-1019Isadora Fairweather
Yarrowdale GroceryKC-1020Octavian Merriweather
Peverell Street MarketKC-1021Gwendolyn Tarleton
Live9
Glenmorrow FoodsKC-1022Ptolemy Wickersham
Alderwick Market SquareKC-1023Ottilie Penhallow
Kittredge & Vane GrocersKC-1024Cornelius Vane
Brindlemoor Co-opKC-1025Rosamund Hartigan-Lowe
Stonebridge PantryKC-1026Evadne Cresswell
4 moreTables
Customer accounts
30 sample rows · 14 columnsEvery grocer from first contact to a live account: the plan, the stage and who looks after them.
| Company | Account number | Contact | Contact email | Contact phone | Plan | Store seats |
|---|---|---|---|---|---|---|
| Maple & Third Market | KC-1001 | Rosalind Hargreave | rosalind.hargreave@maplethird-market.biz | (312) 555-0150 | Starter | 3 |
| Harrowgate Fresh Grocers | KC-1002 | Dmitri Vanterpool | dmitri.vanterpool@harrowgatefresh-grocer.biz | (312) 555-0151 | Team | 8 |
| Dunmore Lane Co-op | KC-1003 | Ottoline Abernethy | ottoline.abernethy@dunmorelane-coop.biz | (312) 555-0152 | Team | 12 |
| Pelham Brook Natural Foods | KC-1004 | Ignatius Bellweather | ignatius.bellweather@pelhambrook-natura.biz | (312) 555-0153 | Starter | 2 |
| Sorrel Street Provisions | KC-1005 | Henrietta Osgood-Bright | henrietta.osgood@sorrelstreet-provis.biz | (312) 555-0154 | Starter | 3 |
| Lindenmeer Grocery | KC-1006 | Casimir Holtzclaw | casimir.holtzclaw@lindenmeergrocery-grocers.biz | (312) 555-0155 | Team | 9 |
| Tamsin & Daughters Fine Foods | KC-1007 | Tamsin Whitcombe | tamsin.whitcombe@tamsindaughters-finefo.biz | (312) 555-0156 | Starter | 4 |
| Quillfeather Corner Market | KC-1008 | Barnaby Eastlake | barnaby.eastlake@quillfeathercorner-market.biz | (312) 555-0157 | Team | 14 |
| Wexcombe Valley Co-op | KC-1009 | Philomena Strachan | philomena.strachan@wexcombevalley-coop.biz | (312) 555-0158 | Business | 34 |
| Bramblehurst Market Hall | KC-1010 | Leopold Ashworth-Kane | leopold.ashworth@bramblehurstmarket-hall.biz | (312) 555-0159 | Team | 10 |
| Orchard Gate Grocers | KC-1011 | Mirabel Thackeray | mirabel.thackeray@orchardgate-grocer.biz | (312) 555-0160 | Starter | 3 |
| Fennimore Family Foods | KC-1012 | Augustin Pemberton | augustin.pemberton@fennimorefamily-foods.biz | (312) 555-0161 | Team | 11 |
18 more rows
Support tickets
32 sample rows · 9 columnsEvery question a customer has asked, who is working it and how long it has taken.
| Subject | Customer | Kind | Priority | Status | Opened on | Resolved on |
|---|---|---|---|---|---|---|
| Barcode scanner will not sync after the update | Wexcombe Valley Co-op | Bug report | High | Open | Sep 22, 2026 | — |
| How do we load our past sales into the forecast? | Bramblehurst Market Hall | How-to question | Normal | Resolved | Sep 19, 2026 | Sep 21, 2026 |
| Forecast shows zero for fresh produce | Orchard Gate Grocers | Bug report | High | Waiting on customer | Sep 17, 2026 | — |
| Can we add a second store location? | Fennimore Family Foods | How-to question | Normal | Resolved | Sep 13, 2026 | Sep 15, 2026 |
| Weekly order suggestions look too high for dairy | Saltmarsh Pantry | Bug report | High | New | Sep 9, 2026 | — |
| Need the spoilage report by aisle | Ashgrove Neighborhood Market | Feature request | Normal | Resolved | Sep 6, 2026 | Sep 8, 2026 |
| Onboarding call for Rookwood Corner Co-op | Rookwood Corner Co-op | Onboarding call | Normal | Open | Sep 3, 2026 | — |
| Login loop on the stockroom tablet | Alderwick Market Square | Bug report | High | New | Sep 3, 2026 | — |
| Onboarding call for Hollin Creek Fresh Market | Hollin Creek Fresh Market | Onboarding call | Normal | Open | Aug 28, 2026 | — |
| Onboarding call for Yarrowdale Grocery | Yarrowdale Grocery | Onboarding call | Normal | Open | Aug 22, 2026 | — |
| Invoice shows the wrong seat count | Copperfield Green Grocer | Billing question | Normal | Resolved | Aug 18, 2026 | Aug 20, 2026 |
| Onboarding call for Peverell Street Market | Peverell Street Market | Onboarding call | Normal | Open | Aug 16, 2026 | — |
20 more rows
Plans
3 sample rows · 4 columnsThe three plans the company sells, with the seats each includes and what an extra seat costs.
| Plan | Base price | Included seats | Extra seat price |
|---|---|---|---|
| Starter | $149 | 3 | $29 |
| Team | $399 | 10 | $25 |
| Business | $899 | 30 | $19 |
Forms and booking
Start a trial
FormStart a trialThe public page where a grocer asks for a trial and a first conversation.
What is your store or co-op called? *
Who should we talk to? *
Your work email, for the trial login
A number to call for the first conversation
How many people would use it day to day?
Which plan are you looking at?
Ask for a trialOpen a ticket
FormOpen a ticketWhat a customer fills in from their portal to ask for help.
What do you need help with? *
What kind of request is it? *Onboarding callHow-to questionBug reportBilling questionFeature request
How urgent is it for your store?LowNormalHighUrgent
Send to supportDashboards
Onboarding numbers
Customer accountsMonthly fees in trial$2,553
Accounts by stage
- First contact4
- Demo held4
- Trial running6
- Signed3
- First ticket booked4
- Live9
Accounts by plan30
Accounts by manager30
Also included
- Customer portalClient portal
- Onboarding boardStage rules
- Trials endingDigest
- First ticket bookedNotificationWhen an account reaches First ticket booked, its account manager is told to send the welcome pack.
Related templates
- Managed IT providerBirchcombe Gate IT4 tables · 6 views · 2 forms · 1 dimension set · 1 booking page · 1 digest · 1 notification · 2 stage rule sets · 1 row action · 1 agentForms
- Product analytics teamNorthwick Landing Analytics4 tables · 6 views · 3 forms · 1 dimension set · 1 digest · 1 notification · 1 stage rule set · 1 agentForms
- App studioPinecrest Harbor Apps4 tables · 7 views · 1 form · 1 dashboard · 1 checklist · 1 notification · 1 agentGoverned columns
- App studioFlintridge Hollow Apps4 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentImports
- Computer repair shopSaltmeadow Fields Computer Repair3 tables · 4 views · 1 form · 1 dimension set · 2 drill-downs · 1 digest · 1 notification · 1 agentDrill-down
- Computer repair shopIvybridge Grove Computer Repair4 tables · 7 views · 2 forms · 1 dimension set · 1 drill-down · 1 digest · 1 notification · 1 stage rule set · 1 agentTimeline