ServiceFlow CRM

Dashboard

Portfolio Demo · Read-only

Total Leads

25

Active Clients

13

Open Deals

9

Monthly Revenue

$31300

Recent Leads

Lead Client Status Budget
Appliance warranty callback Liam Carter Lost $750
Office disinfection quote Mia Thompson Won $8150
Roofing repair inquiry Ethan Wilson Qualified $6900
Air conditioner replacement Ava Martinez In Progress $3400
Small warehouse delivery setup Noah Patel New $3200
Washer repair lead Sophia Nguyen Lost $1600

Upcoming Tasks

Confirm decision maker

Todo

Due Jun 4, 2026 · Emergency refrigerator repair

Update deal stage

In Progress

Due Jun 5, 2026 · Delivery route quote

Prepare monthly report

Todo

Due Jun 7, 2026 · New build finishing work

Call client to confirm requirements

In Progress

Due Jun 8, 2026

Send proposal email

Todo

Due Jun 10, 2026 · Spa membership follow-up

Schedule site visit

In Progress

Due Jun 11, 2026 · Furniture assembly for apartments

Leads per Month

Deals by Status

Deals Pipeline

Open

3

Recurring office cleaning contract deal

$10600 · May 18

Dental recall automation deal

$4500 · Jun 7

Commercial carpet cleaning deal

$9850 · Jun 27

Proposal Sent

3

Fleet maintenance scheduling deal

$2700 · May 22

Emergency refrigerator repair deal

$4950 · Jun 11

Garage door replacement deal

$11500 · Jul 1

Negotiation

3

Salon booking workflow cleanup deal

$3050 · May 26

Delivery route quote deal

$4300 · Jun 15

Spa membership follow-up deal

$13150 · Jul 5

Won

3

Kitchen renovation estimate deal

$11850 · May 30

Annual HVAC maintenance plan deal

$10950 · Jun 19

Furniture assembly for apartments deal

$8500 · Jul 9

Lost

3

Move-out cleaning package deal

$5500 · Jun 3

New build finishing work deal

$2000 · Jun 23

Seasonal lawn maintenance deal

$2250 · Jul 13