Pipeline

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

New inquiry

2

Contacted

1

Call booked

1
Copperline Electric, monthly bookkeepingDemo

Copperline Electric

$9,900

Thinking it over

1
Saltmarsh Coffee Roasters, monthly bookkeepingDemo

Saltmarsh Coffee Roasters

$9,900

Stale

Signed

3
Fernhill Design Studio, monthly bookkeepingDemo

Fernhill Design Studio

$9,900

Quarry Road Fitness, monthly bookkeepingDemo

Quarry Road Fitness

$9,900

Driftwood Home Inspections, monthly bookkeepingDemo

Driftwood Home Inspections

$9,900

Not now

1
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.