Relationships
Deals
Every active opportunity, scoped per-deal so one contact can have multiple deals over time. Move a deal through New, Contacted, Qualified, Proposal via the per-card stage dropdown. Close as Won or Lost from the deal's detail page.
Weighted pipeline
$94.5k
6 open deals
Unweighted pipeline
$175.0k
Sum of all open deal values
Closed-Won this month
$24.0k
1 won
Avg cycle (won)
22d
Discovery to close
$8.0k
Cottonwood Veterinary, first scan + scope call
Jordan Liu · Cottonwood Veterinary
$8.0k15%
$9.5k
Acme HVAC, page rebuild
Daniel Cho · Acme HVAC
$9.5k30%
$28.5k
Northwood Plumbing, local SEO + scan retainer
Miguel Reyes · Northwood Plumbing
$12.0k50%Beacon Hill Realty, schema + listing pages
Priya Mehta · Beacon Hill Realty
$16.5k60%
$33.0k
Riverbend Dental, site rebuild + Pathlight retainer
Dr. Sarah Patel · Riverbend Dental
$18.5k75%Summit Auto Glass, site + booking flow
Renata Aguirre · Summit Auto Glass
$14.5k70%
$24.0k
Lakeshore CPA, annual retainer
Amelia Park · Lakeshore CPA
$24.0k100%
$11.0k
Harborline Logistics, discovery only
Theo Nakamura · Harborline Logistics
$11.0k0%