SAMPLE · CRM & CUSTOMER DATABASE · Sample template · example data · Built by Omerica Studios Build mine ↗
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Riverside Plumbing & Heating, CRM

Every customer, lead, and job in one place · no more sticky notes
● 1,284 contactsSample data
Open Leads
17
▲ 4 this week
Quoted
$24,600
9 quotes out
Won · MTD
$31,900
▲ 18%
Win Rate
41%
last 90 days
Follow-ups Due
6
2 overdue
Repeat Customers
63%
of revenue

Pipeline, nothing slips through

drag cards in your build
New Lead5
Burst pipe, Elm StCalled in · estimate pending · today
Water heater quoteWeb form · est. $1,800
Bathroom remodelReferral · est. $6,400
Sump pumpRepeat customer · est. $900
Annual boiler serviceReminder due
Quoted4
Kitchen reroute$3,200 · sent Mon
Furnace replace$5,100 · sent Tue
Outdoor spigots ×3$640 · sent Wed
Slab leak$2,750 · sent Wed
Won · Scheduled3
Heater install, Oak Ave$1,800 · Thu 9am
Drain line, Maple$1,150 · Fri
Repipe, Cedar$4,900 · next wk
Done · Paid12
Sewer scope, Birch$420 · paid
Toilet swap ×2$760 · paid
Leak repair, Pine$310 · paid

Recent customers

click opens full history in your build
CustomerLast jobStatusLifetime
R. Delgado, Oak AveHeater installActive$4,210
M. Chen, Maple StDrain lineScheduled$1,980
T. Okafor, Cedar CtRepipeQuote out$6,540
S. Brooks, Pine RdLeak repairIdle 8mo$890
J. Vance, Birch LnSewer scopeActive$2,300

Follow-ups due

auto-reminders
T. Okafor, repipe quoteSent 5 days ago · no reply
Overdue
S. Brooks, annual serviceCustomer since 2019
Today
M. Chen, confirm FridayDrain line job
Tomorrow
New web lead, water heaterCame in 2h ago
New

This is a sample, yours holds your real customers.

Every name and number here is a sample. A real build is your customer list, job history, quotes, and follow-up reminders in one organized place, searchable, on your phone, shared with your team.

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