Demo environment— sample data, for evaluation. Nothing here is real client information.

Leads & CRM

Every inquiry from the website, with the campaign that produced it
Helen Marsh · Certification ManagerHM

Pipeline

New1

Dana Whitmore
Cedar Hollow Farms
Prop 12
google · prop12-search

Contacted1

Paulo Mendes
Agropecuária Serra Verde
Certified Care
linkedin · certified-care-2026

Qualified1

Sarah Kline
Kline Family Poultry
Remote Video Auditing
direct

Proposal1

Ana Lucía Torres
Porcícola del Norte
3rd Party Auditing
referral

Won1

Greg Salter
Salter Cattle Co.
Training
google · training-generic

Lost1

Marta Nowak
Baltic Aqua
Certified Care
linkedin · certified-care-2026

All inquiries

ReceivedContactInterested inCountrySourceStage
Sep 9, 2026
Dana Whitmore
Cedar Hollow Farms
Prop 12United States
google
prop12-search
New
Sep 8, 2026
Paulo Mendes
Agropecuária Serra Verde
Certified CareBrazil
linkedin
certified-care-2026
Contacted
Sep 5, 2026
Sarah Kline
Kline Family Poultry
Remote Video AuditingUnited States
direct
Qualified
Sep 2, 2026
Ana Lucía Torres
Porcícola del Norte
3rd Party AuditingMexico
referral
Proposal
Aug 29, 2026
Greg Salter
Salter Cattle Co.
TrainingUnited States
google
training-generic
Won
Aug 24, 2026
Marta Nowak
Baltic Aqua
Certified CarePoland
linkedin
certified-care-2026
Lost