Customer Operations Pilot
CRM Lite · synthetic Contacts, follow-ups, calendar activity and work orders for a field-service sales journey.
Viewing permitted customer data as Organization Administrator.Open pilot QA
2
Open leads
Estimate and proposal follow-up
3
Tasks due
Two high-priority today
4
Today
Visits, dispatch and calls
3
Open tickets
One urgent work order
Customers & leads
| Customer | Stage | Owner | Next step | Phone |
|---|---|---|---|---|
Maya Chen Northwind Dental · Lead | Estimate requested | Alex Rivera | Site visit · Tue 10:00 AM | (555) 014-8820 |
Jordan Mills Mills Property Group · Customer | Active service plan | Priya Shah | Quarterly maintenance · Oct 14 | (555) 013-4418 |
Sofia Bennett Harbor & Pine Cafe · Lead | Proposal sent | Alex Rivera | Follow up · Today 3:30 PM | (555) 010-2914 |
Evan Brooks Brooks Family Home · Customer | Work order open | Morgan Lee | Technician arrival · Today 1–3 PM | (555) 019-7721 |
Today’s schedule
9:00 AM
Crew stand-up
Dispatch team · 15 min
10:00 AM
Northwind Dental site visit
Maya Chen · estimate
1:00 PM
Brooks service window
Evan Brooks · WO-1048
3:30 PM
Harbor & Pine follow-up
Sofia Bennett · proposal
Tasks
Call Sofia about the proposal
Alex Rivera · Today · 3:30 PM · High
Confirm parts for Brooks work order
Morgan Lee · Today · 11:30 AM · High
Prepare Northwind site estimate
Priya Shah · Tomorrow · 9:00 AM · Normal
Tickets & work orders
WO-1048 · Water heater inspectionDispatched
Evan Brooks · Morgan Lee · Urgent
TK-209 · Billing questionWaiting on customer
Mills Property Group · Priya Shah · Normal
WO-1047 · Electrical load estimateNew
Northwind Dental · Alex Rivera · Normal
Activity timeline
Alex Rivera sent a proposal to Harbor & Pine Cafe
1h ago · demo event
Morgan Lee was assigned work order WO-1048
2h ago · demo event
Priya Shah logged a call with Mills Property Group
3h ago · demo event
NEXUS drafted a follow-up for Northwind Dental (simulated)
4h ago · demo event