CRM

Customers

Entities with multiple contacts, properties, opportunities and projects. Billing details are kept separate from service addresses.

10 accounts

Account	Type	Owner	Status	Pipeline value	Modules
Cavendish House 12 Verulam Road, St Albans, AL1 3PE	Private Client	David	Active Opportunity	£96,500	1 opp	View
Harrington Residence c/o Wilsons Solicitors, 4 Cheapside, London EC2V 6BJ	Private Client	Christian	Live Project	£185,000	1 oppProjectAftercare	View
Northbridge Property Management 1 Berkeley Street, Mayfair, London W1J 8DJ	Property Management Company	David	Survey Complete	£142,000	1 oppAftercare	View
Wren House Wren House, Letchmore Road, Radlett, WD7 8PP	Maintenance Client	Christian	Under Support	£4,200	1 oppAftercare	View
Ashcombe Estate Ashcombe Estate, Hertfordshire, SG4 7TT	Private Client	David	New Enquiry	£160,000	1 opp	View
Meridian Developments Kings Court, 14 Upper Bridge Road, Leighton Buzzard LU7 1XG	Property Developer	Jared	Early Stage	£320,000	1 opp	View
Linden Mews 4 Linden Mews, Hampstead, NW3 5QD	Private Client	Steve	New Enquiry	£48,000	1 opp	View
The Orangery, Berkhamsted The Orangery, Berkhamsted, HP4 2AB	Private Client	David	Demo Completed	£62,000	1 opp	View
Foxgrove Foxgrove Lane, Chalfont St Peter, SL9 9NB	Private Client	Jared	Proposal in Preparation	£88,000	1 opp	View
Ashlodge Barn Ashlodge Barn, Amersham, HP6 6BA	Private Client	David	Verbal Agreement	£74,000	1 opp	View