Sales Partner Pipeline CRM
Prospect Pipeline & Follow-Up Manager
Track every prospect across 7 stages. Demo data shown. Live Businessentials CRM synchronisation requires server credentials — shown honestly per record.
Open Pipeline
£2,196/mo
Won
£1,199/mo
Businessentials CRM connected. New and edited prospects synchronise contacts and sales opportunities into the central Businessentials sub-account with permanent Partner ID attribution. Each record shows its CRM sync badge.
Prospects (5)
Fonthill Heating & Gas
Mike Donovan · Plumbing & Heating
Proposal Sent
Discovery progress0/8 · 0%
Continue guided discovery
Website Intelligence
Analyse the prospect's website to support discovery and the Digital Doughnut demo.
Analysis runs a bounded crawl of public pages with timeouts and size limits. Performance scores come from PageSpeed Insights when available — never invented. Findings are labelled Verified, Observed, Potential or Not verified.
Pipeline stage
Identified Challenges
Missing emergency calls on siteNo automated quote follow-upZero Google reviews in 6 months
Recommended Boosters
Lead BoosterConversion
GBP BoosterVisibility
Reputation BoosterTrust
Proposed Package
Stack 3 Boosters
£599/mo ex VAT
Meeting notes(1 note)
Note · Oct 10, 12:00 AM
Met Mike on Thursday. Has 3 vans on the road. Very interested in missed-call text-back and Google review automation.
Partner Private Notes (Internal Only)
Mike mentioned winter boiler service demand is picking up. Decision maker.
CRM synchronisation
CRM not connected
Activity
Sent Stack 3 Proposal (£599/mo ex VAT)
Created: 2026-10-10