ADS
Smart Home Specialist
Search customers, projects, proposals…
⌘K
Proposal
Walkthrough
A
Alex
Director / Management
Sales
Sales pipeline
Enquiry → demo → requirements → proposal → follow-up → revision → agreement → deposit → won/lost.
All owners
all
David
Christian
Jared
Steve
New Enquiry
1
£48,000
Linden Mews
Townhouse refurb — Linden
£48,000
20%
S
Qualification call
Demo Booked
1
£160,000
Ashcombe Estate
Estate smart-home — Ashcombe
£160,000
30%
D
Showroom demo
Demo Completed
1
£62,000
The Orangery, Berkhamsted
Cinema + lighting — Orangery
£62,000
Overdue
D
Send requirements summary
Requirements / Design
1
£320,000
Meridian Developments
Multi-plot development spec — Meridian
£320,000
35%
J
Requirements workshop
Proposal in Preparation
1
£88,000
Foxgrove
Design package — Foxgrove
£88,000
40%
J
Complete design draft
Proposal Sent
1
£142,000
Northbridge Property Management
Multi-property smart upgrade — Northbridge
£142,000
45%
D
Chase report approval
Follow-up
1
£96,500
Cavendish House
Whole-home automation — Cavendish
£96,500
Overdue
D
Follow up on proposal (overdue)
Proposal Revision
0
£0
—
Site Visit
0
£0
—
Verbal Agreement
1
£74,000
Ashlodge Barn
Barn conversion — Ashlodge
£74,000
80%
D
Receive deposit
Deposit Awaiting
0
£0
—
Won
2
£189,200
Harrington Residence
Full smart-home install — Harrington
£185,000
100%
C
Project in delivery
Wren House
Maintenance & support — Wren
£4,200
100%
C
Active maintenance
Lost / Dormant
0
£0
—
Ask about the proposals
Ask AI