Associates
CRM Platform
Dashboard
Deals
Contacts
Leads
Proposals
Activities
⚙ Settings
🔍 Search
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✏️ New Instant Proposal
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⚙ Settings
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Deals
≡ List View
All
Mine
Unassigned
All staff
All flags
🚨 Needs attention
🔴 Overdue
🟡 No activity
⏱ Stale 7d+
All sources
Referral
Website
Cold Outreach
Networking
Existing Client Upsell
Social Media
Other
— Not recorded —
Show won
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Show nurture
+ New Contact
+ New Deal
Name
Company
Email
Phone
Status
Assigned
Deals
Brevo
Client
Type / FYE
Monthly
One-off
Deal stage
Shared
Updated
Add Deal
✕
Deal Title *
Contact *
— select contact —
Client Type
— not set —
Limited Company
Sole Trader
Partnership
Individual
Company
Stage
Lead
Contacted
Meeting Booked
Proposal Sent
Onboarding 🚀
Won 🏆
Lost
Nurture
Value (£)
Value Type
per month
per year
one-off
Assigned To
— unassigned —
Expected Close
Source
— select —
Referral
Website
Cold Outreach
Networking
Existing Client Upsell
Social Media
Other
Notes
Link Existing Proposal
✕
Add Contact
✕
First Name
Last Name
Email *
Phone
Company
Job Title
Status
Prospect
Lead
Client
Inactive
Source
— select —
Referral
Website
Cold Outreach
Networking
Social Media
Other
Assigned To
— unassigned —
LinkedIn URL
Notes
Possible duplicate
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