Sellify AI / Research WorkbenchBlueprintHow it worksResearchInbox, all blocks: 3 Sign out
Blueprint / Lead, sales and estimate / Full screen
Our CRM1 lineFieldRoutes98 terms and notes, 35 screensPestPac3 terms and notesBriostack5 terms and notesGorillaDesk2 terms and notesExit full screen
Our CRM in Lead, sales and estimate

Our CRM: How We Build Lead, sales and estimate

The same layout as a vendor tab. Each line carries one mark: agreed by a person, or waiting. Our CRM across all 20 blocks

Agreed by a person, with the dateWaiting: said or asked in Slack, or agent researchExample. No decision yet.

Screens

No screens of our own CRM for this block yet.

What the block does for us

Prospects, quotes and sales tooling.
Agent research, waiting for a person source: What the block is blueprint research, block row

The data it holds

Nothing yet. A line arrives here when a person accepts an item from the inbox.

Our picks: which vendor idea we take, and why

Nothing yet. A line arrives here when a person accepts an item from the inbox.

Open points

Nothing yet. A line arrives here when a person accepts an item from the inbox.