Sales CRM
Kestrel Bridge Software · Sales pipeline · Austin, TX
Dana Okonkwo-Reyes runs a four-person sales team and uses this to see every open deal, who to call next, and what the pipeline is worth.
Use this templateBy status
ContactsImani Chukwu
Gareth Pilkington
Odalys Vance
Rosalind Achterberg
Tomasz Wierzbicki
Felix Ostrander
Noor Al-Hashimi
Priyanka Deshmukh
Henrik Solvang
Beatriz Camargo
Tables
Contacts
10 sample rows · 11 columnsEveryone you sell to, where they came from and what they might be worth.
| Name | Company | Phone | Role | Source | Status | |
|---|---|---|---|---|---|---|
| Beatriz Camargo | Sunnyvale Learning Co-op | beatriz@sunnylearn.net | (408) 555-0118 | Director | ||
| Felix Ostrander | Cobalt Ridge Solar | felix@cobaltridgesolar.net | (303) 555-0114 | VP operations | ||
| Gareth Pilkington | Millbrook Veterinary | gareth@millbrookvet.net | (617) 555-0116 | Clinic owner | ||
| Henrik Solvang | Fjordline Outfitters | henrik@fjordlineoutfitters.net | (206) 555-0119 | Founder | ||
| Imani Chukwu | Brightleaf Dental Group | imani@brightleafdental.net | (415) 555-0113 | Practice manager | ||
| Noor Al-Hashimi | Tidewater Marine Supply | noor@tidewatermarine.net | (757) 555-0117 | Procurement lead | ||
| Odalys Vance | Ironwood Property Mgmt | odalys@ironwoodpm.net | (480) 555-0120 | Regional manager | ||
| Priyanka Deshmukh | Lumen & Loom Textiles | priyanka@lumenloom.net | (212) 555-0115 | Head of buying | ||
| Rosalind Achterberg | Harborline Freight | rosalind@harborlinefreight.net | (206) 555-0111 | Operations director | ||
| Tomasz Wierzbicki | Northgate Brewing | tomasz@northgatebrewing.net | (503) 555-0112 | Owner |
Deals
10 sample rows · 11 columnsEvery deal, its stage, value and likelihood to close.
| Deal | Stage | Value | Probability | Contact | Owner | Expected close |
|---|---|---|---|---|---|---|
| Sunnyvale co-op membership system | $9,000 | 0 | Beatriz Camargo | Colm Brennan | Sep 17, 2026 | |
| Fjordline wholesale portal | $27,500 | 100 | Henrik Solvang | Mina Takahashi | Sep 26, 2026 | |
| Lumen & Loom renewal and expansion | $36,000 | 100 | Priyanka Deshmukh | Mina Takahashi | Oct 8, 2026 | |
| Tidewater parts catalog sync | $64,000 | 75 | Noor Al-Hashimi | Luis Fontaine | Oct 26, 2026 | |
| Harborline fleet tracking rollout | $48,000 | 75 | Rosalind Achterberg | Luis Fontaine | Oct 29, 2026 | |
| Northgate taproom reporting | $18,500 | 50 | Tomasz Wierzbicki | Mina Takahashi | Nov 6, 2026 | |
| Cobalt Ridge site survey platform | $95,000 | 50 | Felix Ostrander | Luis Fontaine | Nov 14, 2026 | |
| Brightleaf scheduling pilot | $22,000 | 25 | Imani Chukwu | Colm Brennan | Nov 21, 2026 | |
| Ironwood maintenance requests | $31,000 | 10 | Odalys Vance | Colm Brennan | Dec 1, 2026 | |
| Millbrook clinic intake forms | $12,000 | 10 | Gareth Pilkington | Colm Brennan | Dec 6, 2026 |
Interactions
14 sample rows · 8 columnsCalls, emails and meetings, past and still to do.
| Summary | Contact | Deal | Type | Date | Due | State |
|---|---|---|---|---|---|---|
| Book on-site pilot walkthrough | Imani Chukwu | Brightleaf scheduling pilot | — | Oct 18, 2026 | ||
| Check in on questionnaire | Felix Ostrander | Cobalt Ridge site survey platform | — | Oct 19, 2026 | ||
| Send revised contract | Rosalind Achterberg | Harborline fleet tracking rollout | — | Oct 20, 2026 | ||
| Send sandbox credentials | Noor Al-Hashimi | Tidewater parts catalog sync | — | Oct 22, 2026 | ||
| Follow up on proposal | Tomasz Wierzbicki | Northgate taproom reporting | — | Oct 23, 2026 | ||
| Intro call about fleet visibility | Rosalind Achterberg | Harborline fleet tracking rollout | Sep 7, 2026 | — | ||
| Sent pricing for three tiers | Rosalind Achterberg | Harborline fleet tracking rollout | Sep 25, 2026 | — | ||
| Contract redline review | Rosalind Achterberg | Harborline fleet tracking rollout | Oct 11, 2026 | — | ||
| Taproom demo | Tomasz Wierzbicki | Northgate taproom reporting | Oct 5, 2026 | — | ||
| Discovery call | Imani Chukwu | Brightleaf scheduling pilot | Oct 9, 2026 | — | ||
| Executive briefing | Felix Ostrander | Cobalt Ridge site survey platform | Oct 2, 2026 | — | ||
| Security questionnaire sent | Felix Ostrander | Cobalt Ridge site survey platform | Oct 13, 2026 | — |
Related templates
- CRM and Sales PipelineTallgrass Analytics5 tables · 8 views · 1 form · 1 agentLinked tables
- Customer feedbackPebblecreek Gate Product3 tables · 5 views · 2 forms · 1 dimension set · 1 digest · 1 notification · 1 stage rule set · 1 agentLinked tables
- Fundraising CRMMossgrove Labs6 tables · 9 views · 1 form · 1 agentBoards
- Partnerships TrackerMeridian Stack5 tables · 7 views · 1 form · 1 agentLinked tables
- Proposals TrackerAshgrove Creative3 tables · 5 views · 1 form · 1 agentBoards
- Sales CRMBrindlemoor Logistics Software5 tables · 7 views · 1 form · 1 dimension set · 1 dashboard · 1 notification · 1 stage rule set · 1 row action · 1 agentAgents