EXPLORE WHAT I CAN BUILD
Customer management
Keep the customer relationship moving after the first conversation.
INTERACTIVE EXAMPLE
Try it: Move a proposal to Client, explore the onboarding handoff, and add a follow-up.
North & PineSTUDIO / CLIENT RELATIONSHIPS
Good work begins with a conversation
Keep the next step clear.
Open opportunity value$23,3005 inquiries through proposal
Client project value$7,2001 client handoffs · not revenue
Tasks needing attention3Open tasks due by the sample day
Whole-workspace totals above · Filters apply below
All contacts and values are fictional. Tasks stay in this session; no messages are sent.
01
New inquiry
1$4,800 opportunity value
02
Qualified
2$7,000 opportunity value
03
Proposal
2$11,500 opportunity value
04
Client
1$7,200 project value
Fictional business · Sample data · Changes reset when you reload. Nothing is sent or charged.
FROM EXAMPLE TO YOUR BUSINESS
Built around how you work.
This is a fictional example. Your project starts with your business, your customers, and the tools you use.
- Customer details and history in one workspace
- A pipeline that reflects your sales process
- Clear ownership and follow-ups for every opportunity
Keep exploring
AI agents and automation