Good afternoon, Demo-Team
02 Nov 2026
300Customers206new (30 days)229Leads15Tasks due today£294,550open pipeline
£125,617.50weighted forecast
My tasks all
Send grant paperwork
Hotel Walker Ltd · Demo-Team
Explain invoice
Samuel Harris · Demo-Team
Book service appointment
Fatima Lewis · Demo-Team
Order spare part and inform customer
Andrew MacDonald · Demo-Team
Plan survey
Estates Jackson & Sons Ltd · Demo-Team
Send grant paperwork
Sarah Hughes · Demo-Team
Send grant paperwork
Paul Wilson · Demo-Team
Follow up quote
Estates Jackson & Sons Ltd · Demo-Team
Recently active
- Lettings Davies plc
Note · Service completed, no defects.30 Oct 2026 - Bakery White Ltd
Call · Service completed, no defects.30 Oct 2026 - Motors Martin plc
E-mail · Explained quote by phone, customer still comparing.30 Oct 2026 - Motors Jackson Ltd
E-mail · Service completed, no defects.30 Oct 2026 - Hotel Johnson & Sons Ltd
Note · Site visit: inspected plant room, took photos.30 Oct 2026 - Surgery Hill LLP
E-mail · Booked survey appointment.30 Oct 2026 - Paul Hughes
Call · Explained quote by phone, customer still comparing.30 Oct 2026 - Mark Brown
E-mail · Service completed, no defects.30 Oct 2026
No contact for a long time (90 days) all
| Bakery Hill Group Ltd K-00008 | last 06 Jul 2026 | £960 | Demo-Team |
| Andrew MacDonald K-00036 | last 27 Jul 2026 | £900 | Demo-Team |
| Lily Jackson K-00081 | last 10 Jul 2026 | £870 | Ella Lewis |
| Estates Harris Ltd K-00095 | last 20 May 2026 | £120 | Claire Robinson |