Welcome back, Jordan

Here is what is happening with your customer relationships today.

CRM summary

Total leads

1,284

Up 12.8%vs last month

Qualified leads

846

Up 8.2%vs last month

Conversion rate

24.8%

Up 2.4%vs last month

Pipeline value

$48,520

Up 16.4%vs last month

Lead pipeline

Track your leads through each stage.

New leads 342
In progress 286
Qualified 218
Leads by stage for the last six months
MonthNewIn progressQualified
May268208152
Jun296224168
Jul254196146
Aug318244186
Sep306248192
Oct342286218

Lead sources

Where your leads come from.

1,284Total leads
  • Website42%
  • Referral28%
  • Social media18%
  • Other12%

Recent leads

Keep an eye on your latest customer opportunities.

Recent leads with company, status, source and date added
ContactCompanyStatusSourceAddedActions
Alex Morganalex.morgan@example.com
Northstar Studio Qualified Website
Sam Kimsam.kim@example.com
Brightpath Labs In progress Referral
Riley Patelriley.patel@example.com
Evergreen Co. New Social media
Jamie Taylorjamie.taylor@example.com
Bluepeak Digital Qualified Website
Priya Nairpriya.nair@example.com
Harbor & Pine In progress Website
Chris Mensahchris.mensah@example.com
Goldcoast Logistics New Referral