SR

Summit Ridge RoofingSub-account

CRM setup demo by Josh Budiongan

Dashboard

Sample data

Leads by source

Pipeline by stage

Today's tasks

Upcoming appointments

Recent activity

Estimator calendarInspection Install

Tip: move a deal to Inspection Booked or Won and it appears here automatically.

Name	Phone	Source	Tags	Stage	Owner

Switch a workflow off, then move a deal into its stage: nothing fires. Switch it back on and it runs again.

Move to stage

Contact

Activity

Workflow · demo illustration

Automation