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Camille Martin
Plumbing quote to revisit · $8,400
FREE CRM · PIPELINE AND QUOTES
Every contact moves forward.
See where they stand.
Prospect, quote, booking, active work: a clear pipeline makes the next action easier to spot. Open the right quote with the right client in mind.
- Six stages to read your pipeline
- Quotes accessible from the client relationship
- A useful view before following up
A prepared conversation.
Pipeline and quotesIncluded
01
ProspectDescribe the need
02
QuotedClarify the proposal
03
Explore the exampleBookedPrepare the visit
Included in the free planContacts, follow-up and everyday tools50 SMS + WhatsApp combined per month
TRY IT YOURSELF
A stage, a client, a next action.
Try the example data. Actions stay on this page, without saving or sending.
Horizon Workshop/ Pipeline and quotesDemo
Nora Benali
Maintenance need to clarify
Résidence Palm
Installation in progress · $8,400 agreement
Alex Morgan
Maintenance completed · $620
EXAMPLE QUOTE · CAMILLE MARTIN
Residential plumbing
Example quantities and amounts.
Example total
No quote issued. Taxes and conditions are not represented.
Filter stages, move a contact or adjust the example quote’s quantities.
WHAT THE CRM BRINGS TO YOUR WORK
From initial interest to a concrete next step.
The stage shows where things stand. The profile and quote explain the context. Keep both views together.
A view with six stages
The columns match Beedy’s contact stages, so you can place each relationship.
See included information
- Prospect and Quoted to prepare a decision
- Booked and Active for scheduled or ongoing work
- Won and Lost to retain the outcome
A quote with context
The proposal stays linked to the client so you can find the service and amount to discuss.
See included information
- The client and services involved
- Quote quantities and amounts
- The document accessible from the profile
An explicit next action
The stage guides you, while the note and task provide the detail needed to follow up.
See included information
- A question to clarify before booking
- A task to prepare the next conversation
- A reason to record when a relationship is marked lost
BUILT FOR YOUR WORKDAY
A quote does not end
the conversation.
An option may need clarification, a visit may need scheduling or a decision may be pending. A clear stage helps you return to the right topic at the right time.
Explore an exampleCRM tools, starting with the free plan.
50 SMS and WhatsApp messages combined per month. Individual emails are outside this quota. View plans
HELPFUL ANSWERS
Before you start.
Scope, quotas and useful details.
What are the pipeline stages?
The contact book has six stages: Prospect, Quoted, Booked, Active, Won and Lost. You can track a contact’s stage or return to the product’s automatic stage calculation.
Does changing a stage send a follow-up message?
No. Tracking and sending are separate actions. This demo only changes the data shown on the page.
Can I use the demo quote?
Its lines and amounts illustrate how a proposal is calculated and read. This fictional draft is not an issued, signed or paid quote.
FREE CRM · BEEDY
Clear follow-up prepares
the next decision.
Find your contacts and prepare the next action.