CRM Designs | Active Solutions

● ● ●fieldwork.workspace / overviewCONCEPT PREVIEW

MONDAY, OCTOBER 19

Make every job flow.

Everything you need. Right where you need it.

＋ Create new

Revenue this month ↗$124,800

Active jobs ◈28

Estimates sent ◷14

Your team, in motion•••

◉ 4 crews on the move

All crews connectedDispatch overview ↗

Crew availability↗

AL

North crewOn site

→

JM

West crewEn route

→

SK

Central crewAvailable

→

✧ WORKFLOW INSIGHT

Three estimates are ready for follow-up.

View next steps ↗

Performance snapshot•••

MONTUEWEDTHUFRI

Your focus today•••

✓

Review your prioritiesWorkspace · Today

Complete

○

Connect with your clientsRelationships · Today

09:30

○

Keep the next step movingOperations · Today

14:00

ILLUSTRATIVE DATA · CUSTOMIZABLE DESIGN CONCEPT

01 / Home services

Fieldwork

From first call to final invoice.

Dispatch crews, track estimates, and keep every job moving.

● ● ●bloom.workspace / overviewCONCEPT PREVIEW

MONDAY, OCTOBER 19

A more personal kind of care.

Everything you need. Right where you need it.

＋ Create new

Treatment revenue ↗$86,400

Appointments ◈42

Returning clients ◷76%

Today’s appointments•••

M 19T 20W 21T 22F 23

09:00

Skin consultationEmma R. · 45 min

Confirmed

10:15

Wellness follow-upSophia L. · 30 min

Booked

11:00

New client discoveryOlivia M. · 60 min

Booked

Client experience↗

AL

Emma RobertsConsultation

→

JM

Sophia LeeReturning client

→

SK

Olivia MartinNew client

→

✧ WORKFLOW INSIGHT

Two clients are due for a check-in.

View next steps ↗

Performance snapshot•••

MONTUEWEDTHUFRI

Your focus today•••

✓

Review your prioritiesWorkspace · Today

Complete

○

Connect with your clientsRelationships · Today

09:30

○

Keep the next step movingOperations · Today

14:00

ILLUSTRATIVE DATA · CUSTOMIZABLE DESIGN CONCEPT

02 / Medical spas

Bloom

A beautiful client experience.

Bring consultations, treatment journeys, and client follow-up together.

● ● ●studio.workspace / overviewCONCEPT PREVIEW

MONDAY, OCTOBER 19

Great work starts here.

Everything you need. Right where you need it.

＋ Create new

Projects in motion ↗24

Active projects ◈24

Pending approvals ◷6

Creative production•••

AaDigital experiences

DESIGNWebsite launch

✳A new perspective

REVIEWBrand identity

◒Ideas into impact

PRODUCTIONContent studio

Team activity↗

AL

Alex approved a concept2 min ago

→

JM

Jordan shared a design12 min ago

→

SK

Mia completed a milestone28 min ago

→

✧ WORKFLOW INSIGHT

Six deliverables are ready for review.

View next steps ↗

Performance snapshot•••

MONTUEWEDTHUFRI

Your focus today•••

✓

Review your prioritiesWorkspace · Today

Complete

○

Connect with your clientsRelationships · Today

09:30

○

Keep the next step movingOperations · Today

14:00

ILLUSTRATIVE DATA · CUSTOMIZABLE DESIGN CONCEPT

03 / Agencies

Studio

One home for every client project.

Connect your sales pipeline, deliverables, approvals, and client relationships.

● ● ●advisory.workspace / overviewCONCEPT PREVIEW

MONDAY, OCTOBER 19

Your relationships. Elevated.

Everything you need. Right where you need it.

＋ Create new

Opportunity value ↗$248,000

Open opportunities ◈32

Active engagements ◷16

Relationship overview•••

YOUERJLAMSK

CLIENT HEALTHExcellent↗

12 relationships ready for their next conversation.

88% engagement score

Upcoming engagements↗

AL

Growth workshopToday, 2:00 PM

→

JM

Operations discoveryTomorrow

→

SK

Quarterly reviewFriday

→

✧ WORKFLOW INSIGHT

Your next client touchpoints are ready.

View next steps ↗

Performance snapshot•••

MONTUEWEDTHUFRI

Your focus today•••

✓

Review your prioritiesWorkspace · Today

Complete

○

Connect with your clientsRelationships · Today

09:30

○

Keep the next step movingOperations · Today

14:00

ILLUSTRATIVE DATA · CUSTOMIZABLE DESIGN CONCEPT

04 / Consulting

Advisory

Relationships with room to grow.

Keep opportunities, client engagements, and next steps in clear focus.

● ● ●keystone.workspace / overviewCONCEPT PREVIEW

MONDAY, OCTOBER 19

Find what’s next.

Everything you need. Right where you need it.

＋ Create new

Active portfolio ↗$4.8M

Active listings ◈21

Buyer matches ◷38

Featured properties•••

NEW LISTING

Oak & Stone3 beds · 2 baths · 2,100 sq ft$620,000

UNDER CONTRACT

The Overlook4 beds · 3 baths · 2,840 sq ft$845,000

Transaction milestones↗

AL

Oak AvenueOffer received

→

JM

RiverfrontInspection complete

→

SK

WestsideClosing Friday

→

✧ WORKFLOW INSIGHT

Three transaction milestones are upcoming.

View next steps ↗

Performance snapshot•••

MONTUEWEDTHUFRI

Your focus today•••

✓

Review your prioritiesWorkspace · Today

Complete

○

Connect with your clientsRelationships · Today

09:30

○

Keep the next step movingOperations · Today

14:00

ILLUSTRATIVE DATA · CUSTOMIZABLE DESIGN CONCEPT

05 / Real estate

Keystone

Every relationship. Every deal.

Track buyers, sellers, listings, and transaction milestones in one workspace.

● ● ●command.workspace / overviewCONCEPT PREVIEW

MONDAY, OCTOBER 19

Your next big quarter.

Everything you need. Right where you need it.

＋ Create new

Weighted pipeline ↗$382,500

Open deals ◈64

Meetings this week ◷19

Pipeline momentum•••

JANFEBMARAPRMAYJUN

Priority opportunities↗

AL

Atlas Industries$48,000

→

JM

Summit Group$32,500

→

SK

Northstar Partners$72,000

→

✧ WORKFLOW INSIGHT

Four opportunities need a next step.

View next steps ↗

Performance snapshot•••

MONTUEWEDTHUFRI

Your focus today•••

✓

Review your prioritiesWorkspace · Today

Complete

○

Connect with your clientsRelationships · Today

09:30

○

Keep the next step movingOperations · Today

14:00

ILLUSTRATIVE DATA · CUSTOMIZABLE DESIGN CONCEPT

06 / Sales teams

Command

Clarity for your next stage of growth.

A focused workspace for deals, account ownership, and sales activity.

● ● ●buildline.workspace / overviewCONCEPT PREVIEW

MONDAY, OCTOBER 19

Build with a clearer picture.

Everything you need. Right where you need it.

＋ Create new

Projects under contract ↗$2.4M

Active projects ◈18

Open change orders ◷7

Project schedule•••

PHASEWEEK 1WEEK 2WEEK 3WEEK 4

Permits

↗

Site preparation

↗

Foundation

↗

Framing

↗

● 4 milestones on trackProject overview ↗

Site updates↗

AL

Riverside buildFraming complete

→

JM

Oak remodelPermit approved

→

SK

Warehouse expansionInspection Friday

→

✧ WORKFLOW INSIGHT

Your next follow-ups are ready to review.

View next steps ↗

Performance snapshot•••

MONTUEWEDTHUFRI

Your focus today•••

✓

Review your prioritiesWorkspace · Today

Complete

○

Connect with your clientsRelationships · Today

09:30

○

Keep the next step movingOperations · Today

14:00

ILLUSTRATIVE DATA · CUSTOMIZABLE DESIGN CONCEPT

07 / Construction

Buildline

Every phase. Every crew. One plan.

Connect bids, job budgets, subcontractors, change orders, and project milestones.

● ● ●counsel.workspace / overviewCONCEPT PREVIEW

MONDAY, OCTOBER 19

Keep every matter moving.

Everything you need. Right where you need it.

＋ Create new

Consultations scheduled ↗24

Active matters ◈46

Intakes this week ◷12

Matter pipeline•••

▤

Intake4 new matters

Contact received

▤

Review8 active matters

Documents ready

▤

In progress12 matters

Next step assigned

Matter updates↗

AL

Business formationDocuments requested

→

JM

Contract reviewReady for review

→

SK

Client intakeConsultation booked

→

✧ WORKFLOW INSIGHT

Your next follow-ups are ready to review.

View next steps ↗

Performance snapshot•••

MONTUEWEDTHUFRI

Your focus today•••

✓

Review your prioritiesWorkspace · Today

Complete

○

Connect with your clientsRelationships · Today

09:30

○

Keep the next step movingOperations · Today

14:00

ILLUSTRATIVE DATA · CUSTOMIZABLE DESIGN CONCEPT

08 / Legal services

Counsel

A clearer view of every matter.

Organize intake, client relationships, matter milestones, and team follow-up.

● ● ●momentum.workspace / overviewCONCEPT PREVIEW

MONDAY, OCTOBER 19

Build a community that stays.

Everything you need. Right where you need it.

＋ Create new

Member retention ↗92%

Active members ◈384

Classes this week ◷32

Today’s classes•••

M 19T 20W 21T 22F 23

09:00

Strength & conditioningEmma R. · 45 min

Confirmed

10:15

Small group trainingSophia L. · 30 min

Booked

11:00

Member consultationOlivia M. · 60 min

Booked

Member activity↗

AL

New member tourToday, 10:00 AM

→

JM

Progress check-inToday, 2:00 PM

→

SK

Membership renewalThis week

→

✧ WORKFLOW INSIGHT

Your next follow-ups are ready to review.

View next steps ↗

Performance snapshot•••

MONTUEWEDTHUFRI

Your focus today•••

✓

Review your prioritiesWorkspace · Today

Complete

○

Connect with your clientsRelationships · Today

09:30

○

Keep the next step movingOperations · Today

14:00

ILLUSTRATIVE DATA · CUSTOMIZABLE DESIGN CONCEPT

09 / Fitness & wellness

Momentum

Stronger connections. Better retention.

Manage memberships, consultations, class schedules, and member follow-up.

● ● ●cover.workspace / overviewCONCEPT PREVIEW

MONDAY, OCTOBER 19

Be there for every next chapter.

Everything you need. Right where you need it.

＋ Create new

Quoted premium ↗$184K

Active policies ◈628

Renewals this month ◷42

Quote activity•••

JANFEBMARAPRMAYJUN

Upcoming renewals↗

AL

Summit business policyRenewal in 14 days

→

JM

Oak householdQuote requested

→

SK

Atlas coverage reviewCall scheduled

→

✧ WORKFLOW INSIGHT

Your next follow-ups are ready to review.

View next steps ↗

Performance snapshot•••

MONTUEWEDTHUFRI

Your focus today•••

✓

Review your prioritiesWorkspace · Today

Complete

○

Connect with your clientsRelationships · Today

09:30

○

Keep the next step movingOperations · Today

14:00

ILLUSTRATIVE DATA · CUSTOMIZABLE DESIGN CONCEPT

10 / Insurance

Cover

Relationships worth protecting.

Bring prospects, policy renewals, quotes, and account follow-up into one clear workspace.

Workspace / Sales Fictional demo data MW

SALES WORKSPACE

Opportunities

New England / All manufacturers

4 open deals · $4.2M

⌕ Board view · Sample portfolio

Discovery1

Atlas PowerWarehouse UpgradeNorthline Supply$500K

Build the relationship

Qualified1

Luma LightingHarbor RetrofitSummit Electrical$900K

Confirm project requirements

Proposal1

Atlas PowerRiverside SwitchgearHarbor Distribution$1.8M

Follow up on pricing

Negotiation1

Vector SystemsCampus ExpansionBeacon Engineering$1M

Confirm PO timing

◷ Next upEngineer specification review · 10:30 AM

◎ Team focus2 quotes awaiting follow-up

↗ Cash outlookReview manufacturer payout schedules

ACCOUNT NETWORK

Every relationship. One connected picture.

Harbor Group → Harbor Distribution → Hartford Branch

Parent organization → purchasing company → local branch

Engineer
Beacon EngineeringSpecifies the productContractor
Summit ElectricalReceives negotiated quoteDistributor
Harbor DistributionPlaces the purchase order

Linked project: Riverside Switchgear · Manufacturer: Atlas Power

Today’s engagement	Relationship	Rep	Next step
9:00 AM specification review	Engineer / influencer	Morgan	Send technical drawings
11:00 AM quote review	Distributor / buyer	Jordan	Confirm PO timing
2:00 PM site visit	Contractor / indirect	Morgan	Finalize contractor pricing

QUOTE WORKSPACE / Q-1042

Quote once. Keep everything connected.

Riverside Switchgear

Quoted to Summit Electrical · Purchased through Harbor Distribution
Account owner: Jordan · Order salesperson: Morgan · Department: Industrial

Product / price book	Qty	Unit price	Total
Atlas switchgear / contractor override	2	$42,000	$84,000
Copper wire / daily commodity price	100	$18	$1,800

Quote total: $85,800

Atlas: annual book, valid through Dec 31 · Lighting: six-month book
Wire: daily price snapshot, reconfirm before sending. Negotiated contractor pricing carries through to the distributor.

Demo only. No email will be sent.

ORDER OWNERSHIP & COLLECTIONS

Credit the right person. Track every payment.

Won order	Order rep	Commission	Received	Outstanding
Riverside / Atlas Power	Morgan	$80,000	$20,000	$60,000
Harbor Retrofit / Luma	Jordan	$42,000	$12,000	$30,000
Summit Expansion / Vector	Alex	$120,000	$24,000	$96,000

Riverside payment journey

PO accepted → 18-week lead time → shipment → invoice → net 25 customer payment → manufacturer payout

Deposit received$20,000Shipment milestone$30,000 projectedFinal milestone$30,000 projected

Manufacturer	Commission rate	Payout rule
Atlas Power	8%	15 days after distributor payment
Luma Lighting	6%	Following month after payment
Vector Systems	10%	Following quarter payout

Progress payments reconcile against each order. Payout forecasts follow the manufacturer’s schedule and shipment estimates.

SALES PERFORMANCE

See the whole territory. Then zoom in.

Segment by rep, relationship, and manufacturer

Illustrative New England portfolio · National accounts tracked separately

Territory	Open pipeline	Potential commission	Won sales
Connecticut	$1.8M	$144K	$900K
Rhode Island	$900K	$54K	$500K
New Hampshire	$1.5M	$96K	$800K

Salesperson	Customer type	Manufacturer	Open pipeline
Morgan	Distributor	Atlas Power	$1.8M
Jordan	Contractor influenced	Luma Lighting	$900K
Alex	Engineer influenced	Vector Systems	$1.5M

Relationship roles remain distinct from the purchasing account. Sales credit belongs to the opportunity and order.

EVENT ATTRIBUTION

Know which events earn their place.

Event investment$12K

Attributed opportunities$1M

Closed sales$500K

Regional Electrical Expo / sample event

Agency spend: $7,000 · Manufacturer contribution: $5,000
48 leads → 12 opportunities → 5 won orders

Attributed order	Sales	Commission	Status
Lighting package	$150,000	$9,000	Won
Distribution upgrade	$250,000	$20,000	Won
Three retrofit orders	$100,000	$6,000	Won

$35,000 attributed commission

$28,000 above agency event spend before other costs. Sales value is shown separately from commission income so the event’s value is clear.

11 / Manufacturer reps

Relay

From relationships to revenue you can plan around.

Connected accounts, contractor pricing, order-level sales credit, event attribution, and commission cash forecasting. Open the demo and explore seven interactive views.

Your business.Your CRM. Your way.

Make every job flow.

Fieldwork

A more personal kind of care.

Bloom

Great work starts here.

Studio

Your relationships. Elevated.

Advisory

Find what’s next.

Keystone

Your next big quarter.

Command

Build with a clearer picture.

Buildline

Keep every matter moving.

Counsel

Build a community that stays.

Momentum

Be there for every next chapter.

Cover

Opportunities

Know what lands. And when.

Every relationship. One connected picture.

Quote once. Keep everything connected.

Credit the right person. Track every payment.

See the whole territory. Then zoom in.

Know which events earn their place.

Relay

Love the look.Make the workflow yours.

Your business.
Your CRM. Your way.

Love the look.
Make the workflow yours.