Sales CRM
Willowmere Point Sales Team · Sales CRM · Raleigh, NC
Yara Szabo manages a five-rep team at Willowmere Point Sales Team that sells fleet tracking to local trade companies, and she uses a demo booking page so each new prospect gets a meeting on the calendar and, in time, a first deal on the books.
Any businessIntakeBookings4 tables · 6 views · 1 form · 1 dimension set · 1 booking page · 1 dashboard · 1 digest · 1 notification · 2 stage rule sets · 1 agent
Use this templateProspect board
ProspectsNew lead7
Kestrel Ridge PlumbingAnneliese Boydanneliese.boyd@tradeinboxmail.biz
Pinefield Lawn and GardenMateo Ferrantemateo.ferrante@summitmailbox.net
Harlow Comfort HeatingBrigid Okafor-Lanebrigid.okaforlane@corvalepost.com
Cobalt Line ElectricDashiell Vanterpooldashiell.vanterpool@ironwoodwire.biz
Meridian Parcel CourierTabitha Wren-Callowaytabitha.wrencalloway@tradeinboxmail.biz
2 moreDemo booked7
Larkin Drain and RooterEmeka Thornburyemeka.thornbury@ironwoodwire.biz
Brightwater IrrigationSolveig Marchettisolveig.marchetti@tradeinboxmail.biz
Foxglove HVAC ServicesNikolai Abernethynikolai.abernethy@summitmailbox.net
Ravenscroft ElectricPerdita Ngozi-Marshperdita.ngozimarsh@corvalepost.com
Cedar Ledge RoofingAurelio Winterbourneaurelio.winterbourne@ironwoodwire.biz
2 moreProposal sent8
Ashgrove Plumbing SupplyWilhelmina Castellanwilhelmina.castellan@corvalepost.com
Sagebrush Landscape CrewOkonkwo Bellamyokonkwo.bellamy@ironwoodwire.biz
Northgate Heating and AirLinnea Haverfordlinnea.haverford@tradeinboxmail.biz
Birchwood ElectricAnsel Quisenberryansel.quisenberry@summitmailbox.net
Corvale Freight LinesZephyrine Adeyemizephyrine.adeyemi@corvalepost.com
3 moreFirst deal booked6
Alderbrook PlumbingCressida Hollingsworthcressida.hollingsworth@corvalepost.com
Summit Peak RoofingDorian Escalantedorian.escalante@ironwoodwire.biz
Greenleaf LandscapingEsperanza Whitlowesperanza.whitlow@tradeinboxmail.biz
Ironbark ElectricalFitzgerald Okorofitzgerald.okoro@summitmailbox.net
Bluebird CourierGenevieve Tran-Hollowaygenevieve.tranholloway@corvalepost.com
1 moreLost4
Marsh Hollow Tree CareIngrid Vandermeer-Holtingrid.vandermeerholt@tradeinboxmail.biz
Pioneer Pipe and DrainJasper Talbotjasper.talbot@summitmailbox.net
Redwing DeliveryKalani Nwachukwukalani.nwachukwu@corvalepost.com
Oakmoor BuildersLysander Prewittlysander.prewitt@ironwoodwire.biz
Tables
Prospects
32 sample rows · 14 columnsEvery company from the first hello to a first deal on the books.
| Company | Contact | Phone | Trade | Trucks and vans | Where they came from | |
|---|---|---|---|---|---|---|
| Harlow Comfort Heating | Brigid Okafor-Lane | brigid.okaforlane@corvalepost.com | (919) 555-0152 | HVAC | 11 | Cold outreach |
| Kestrel Ridge Plumbing | Anneliese Boyd | anneliese.boyd@tradeinboxmail.biz | (919) 555-0150 | Plumbing | 9 | Website demo request |
| Meridian Parcel Courier | Tabitha Wren-Calloway | tabitha.wrencalloway@tradeinboxmail.biz | (919) 555-0154 | Delivery | 26 | Referral |
| Pinefield Lawn and Garden | Mateo Ferrante | mateo.ferrante@summitmailbox.net | (919) 555-0151 | Landscaping | 14 | Webinar |
| Stonebridge Builders | Ottavio Lindqvist | ottavio.lindqvist@summitmailbox.net | (919) 555-0155 | Construction | 18 | Website demo request |
| Cobalt Line Electric | Dashiell Vanterpool | dashiell.vanterpool@ironwoodwire.biz | (919) 555-0153 | Electrical | 7 | Trade show |
| Tallgrass Tree Service | Marisol Quenby | marisol.quenby@corvalepost.com | (919) 555-0156 | Landscaping | 8 | Cold outreach |
| Ravenscroft Electric | Perdita Ngozi-Marsh | perdita.ngozimarsh@corvalepost.com | (919) 555-0160 | Electrical | 10 | Website demo request |
| Foxglove HVAC Services | Nikolai Abernethy | nikolai.abernethy@summitmailbox.net | (919) 555-0159 | HVAC | 22 | Webinar |
| Larkin Drain and Rooter | Emeka Thornbury | emeka.thornbury@ironwoodwire.biz | (919) 555-0157 | Plumbing | 12 | Referral |
| Millrace Mechanical | Thaddeus Lindgren | thaddeus.lindgren@summitmailbox.net | (919) 555-0163 | HVAC | 15 | Cold outreach |
| Brightwater Irrigation | Solveig Marchetti | solveig.marchetti@tradeinboxmail.biz | (919) 555-0158 | Landscaping | 16 | Trade show |
20 more rows
Meetings
33 sample rows · 9 columnsEvery discovery call, demo and pricing review, past and booked.
| Meeting | Prospect | Rep | Kind | Slot | Length (minutes) | Status |
|---|---|---|---|---|---|---|
| Fernwood HVAC — product demo | Fernwood HVAC | Leopold Vasquez-Brandt | Product demo | Jun 3, 2:00 PM | 45 | Held |
| Summit Peak Roofing — product demo | Summit Peak Roofing | Imani Okonjo-Trent | Product demo | Jun 15, 3:30 PM | 45 | Held |
| Ironbark Electrical — product demo | Ironbark Electrical | Cormac Haldane-Pryce | Product demo | Jun 30, 6:00 PM | 45 | Held |
| Alderbrook Plumbing — product demo | Alderbrook Plumbing | Cormac Haldane-Pryce | Product demo | Jul 9, 6:00 PM | 45 | Held |
| Oakmoor Builders — product demo | Oakmoor Builders | Cormac Haldane-Pryce | Product demo | Jul 13, 3:00 PM | 45 | Held |
| Marsh Hollow Tree Care — product demo | Marsh Hollow Tree Care | Cormac Haldane-Pryce | Product demo | Jul 16, 3:00 PM | 45 | Held |
| Greenleaf Landscaping — product demo | Greenleaf Landscaping | Leopold Vasquez-Brandt | Product demo | Jul 21, 2:00 PM | 45 | Held |
| Bluebird Courier — product demo | Bluebird Courier | Imani Okonjo-Trent | Product demo | Jul 29, 3:30 PM | 45 | Held |
| Pioneer Pipe and Drain — product demo | Pioneer Pipe and Drain | Imani Okonjo-Trent | Product demo | Aug 3, 3:00 PM | 45 | Held |
| Redwing Delivery — product demo | Redwing Delivery | Leopold Vasquez-Brandt | Product demo | Aug 10, 3:00 PM | 45 | No-show |
| Willet and Sons Excavating — product demo | Willet and Sons Excavating | Imani Okonjo-Trent | Product demo | Aug 17, 2:00 PM | 45 | Held |
| Corvale Freight Lines — product demo | Corvale Freight Lines | Imani Okonjo-Trent | Product demo | Aug 21, 6:00 PM | 45 | Held |
21 more rows
Deals
17 sample rows · 9 columnsEach proposal and booked deal, with its yearly amount and where it stands.
| Deal | Prospect | Yearly amount | Status | Proposed on | Booked on | Why it was lost |
|---|---|---|---|---|---|---|
| Ashgrove Plumbing Supply — annual fleet plan | Ashgrove Plumbing Supply | $4,788 | Proposed | Sep 13, 2026 | — | — |
| Lantern Hill Drain Pros — annual fleet plan | Lantern Hill Drain Pros | $2,772 | Proposed | Sep 11, 2026 | — | — |
| Northgate Heating and Air — annual fleet plan | Northgate Heating and Air | $7,560 | Proposed | Sep 9, 2026 | — | — |
| Sagebrush Landscape Crew — annual fleet plan | Sagebrush Landscape Crew | $5,985 | Negotiating | Sep 6, 2026 | — | — |
| Birchwood Electric — annual fleet plan | Birchwood Electric | $3,112 | Negotiating | Sep 2, 2026 | — | — |
| Highfield Concrete — annual fleet plan | Highfield Concrete | $6,703 | Negotiating | Aug 30, 2026 | — | — |
| Corvale Freight Lines — annual fleet plan | Corvale Freight Lines | $9,576 | Negotiating | Aug 26, 2026 | — | — |
| Willet and Sons Excavating — annual fleet plan | Willet and Sons Excavating | $5,746 | Negotiating | Aug 20, 2026 | — | — |
| Bluebird Courier — annual fleet plan | Bluebird Courier | $8,618 | Booked | Aug 10, 2026 | Aug 30, 2026 | — |
| Pioneer Pipe and Drain — annual fleet plan | Pioneer Pipe and Drain | $2,520 | Lost | Aug 8, 2026 | — | Budget |
| Greenleaf Landscaping — annual fleet plan | Greenleaf Landscaping | $5,027 | Booked | Aug 2, 2026 | Aug 22, 2026 | — |
| Marsh Hollow Tree Care — annual fleet plan | Marsh Hollow Tree Care | $1,512 | Lost | Jul 23, 2026 | — | Chose a competitor |
5 more rows
Forms and booking
Request a demo
FormRequest a demoThe page on the team's website for a trade company that wants to see the fleet plan.
What is your company called? *
Who should we ask for? *
What email should the invite go to?
What number can we reach you on?
What trade are you in?PlumbingLandscapingHVACElectricalDeliveryConstruction
How many vehicles do you run?
Send to the teamBook a demo
Booking pageBook a demo30 minutes
- Monday09:00 – 16:30
- Tuesday09:00 – 16:30
- Wednesday09:00 – 16:30
- Thursday09:00 – 16:30
- Friday09:00 – 16:30
Your details
What company is the demo for? *
What would you like to see?Discovery callProduct demoPricing review
BookDashboards
Pipeline at a glance
DealsDeals by status
- Proposed3
- Negotiating5
- Booked6
- Lost3
Dollars by status
- Proposed$15,120
- Negotiating$31,122
- Booked$35,192
- Lost$7,056
Also included
- Meetings to confirmDigest
- Prospect boardStage rules
- Meeting boardStage rules
- New prospectNotificationTells the sales manager the moment a company asks for a demo.
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