Meridian Ledger Co.

Pipeline

In the working CRM, a card is dragged to change its stage. This mockup is read-only.

Identified

2
Juniper Row CPAsDemo

Juniper Row CPAs

Stale

Lantern Peak CoachingDemo

Lantern Peak Coaching

Stale

Contacted

1
Wren Street AccountingDemo

Wren Street Accounting

Replied

1
Northgate Tax GroupDemo

Northgate Tax Group

Active referrer

2
Harlan Tax and AdvisoryDemo

Harlan Tax and Advisory

Brandt Small Business CoachingDemo

Brandt Small Business Coaching

Meridian Ledger Co. CRM. Case study mockup. Sample data, read-only. Nothing here can be edited or saved.
This is a read-only mockup. Nothing is saved.