Stop in during route
Metro Office Group · 8/20/2026, 10:15:00 AM
High-value account has gone quiet.
Admin Dashboard
Executive view for team coverage and CRM health.
Executive risk
$23,400
Estimated monthly value tied to accounts with no logged touch this week or a high-risk radar status.
Money at Risk
Top quiet or high-risk accounts by monthly value.
Team Performance
Coverage, relationship score, weekly touches, and account value by rep.
Avery West
47
Score
7
Accounts
5
Touched
$29k
Value
Jordan North
93
Score
4
Accounts
2
Touched
$6k
Value
Sarah Lane
59
Score
4
Accounts
3
Touched
$10k
Value
Workspace Access
Everyone shown here shares the selected CRM workspace.
Workspace members appear here for signed-in accounts.
Follow-Up Center
Overdue and upcoming work across the team.
urgent
Send updated quote
Northline Hospitality · 8/21/2026, 9:15:00 AM
Maria asked for updated case pricing.
Follow up on samples
Fulton Garden Supply · 8/22/2026, 8:15:00 AM
Prospect needs a gentle touch.
Account drilldown
Showing: all accounts
Archway Wholesale
5dTextRadar · Alex Reed
Atlas Supply Co.
5dTextRadar · Jordan Ellis
Blue Line Services
5dCustomers · Blake Thomas
Cornerstone Retail
5dTextRadar · Tess Green
Fulton Garden Supply
7dProspects · Fiona Wells
Glass City Logistics
7dProspects · Sam Nolan
Greenfield Partners
3dVIP · Grace Bell
Harbor Point Market
5dCustomers · Parker Morris
Manhattan Supply Co.
5dCustomers · Manny Cole
Metro Office Group
5dHit List · Drew Hill
Northline Hospitality
3dVIP · Maria Silva
Oak Ridge Market
5dCustomers · Arden James
Prime Property Group
3dVIP · Priya Stone
Summit Pantry Group
5dCustomers · Sam Carter
Valley Provisions
5dTextRadar · Kea Morris
Launch plans
Solo
$19.99/mo
Owner-operator or single rep
Pro
$39.99/mo
Power rep or business owner
Team
Contact sales
Small sales team with managed setup
Enterprise
Contact sales
Managed rollout