Concept demo: sample content and figures, not a real client
Hala M. | quote?? | call back
Atlas — 112k — FINAL
Saifi | disc 10%?
Badaro inst. 2 PAID?
Lina F | new | ???
Clients FINAL v7.xlsx → raad.crm
Every lead, visit, quote & installment. One board.
Raad Interiors & Fit-Out · Beirut ops desk · Friday, 23 Oct
0
lost WhatsApp follow-ups
4
team members, one board
USD
every price, every installment
01 / 06
Pipeline: Lead → Site Visit → Quote → Signed
Hit “Advance” or “Mark signed” — cards move columns, totals recount. No more colour-coding rows by hand.
02 / 06
Client card with full history
Every call, visit, quote and payment on one card. Open the drawer — it’s the row you used to scroll sideways for.
HM
Hala Mansour
R-1019 · Duplex joinery · Jounieh · +961 3 •• •• 41
Quote
14 days waiting
NH Open client card →
R-1019
Hala Mansour
Duplex joinery · Jounieh
Close ✕
History
21 Oct · Quote
Revised quote Q-219 sent — oak veneer, $54,000
17 Oct · Site Visit
Measured duplex with Nour. 38 photos uploaded.
12 Oct · Call
Wants wardrobes + TV wall + stair cladding.
10 Oct · Lead
Came via Instagram ad. Referred by Sami Azar.
WhatsApp Hala
03 / 06
Follow-ups due today
The list you used to keep on a sticky note. Overdue ones are stamped red. Tick them off as you go.
Time Client Next step Channel Owner
09:30
Hala Mansouroverdue
Chase quote Q-219 — revised oak finish
Call
NH Mark done
11:00
Atlas Logistics
Confirm site visit, bring MEP drawings
WhatsApp
RK Mark done
12:15
Café Mar Mikhael
Send portfolio + bar references
WhatsApp
NH Mark done
14:00
Saifi Boutiqueoverdue
Discount request — needs approval
Call
JS Mark done
16:30
Dr. Lina Fares
First call — budget & timeline
Call
JS Mark done
04 / 06
Quotes waiting for an answer
Days since sent, counting live. Past 7 days the quote turns red — that’s your cue to call, not wait.
Q-219 sent 09 Oct
Hala Mansour
0d
$54,000
Q-221 sent 14 Oct
Saifi Boutique
0d
$39,500
Q-224 sent 16 Oct
Gharios Dental
0d
$26,800
Q-226 sent 20 Oct
Elie Gemayel
0d
$28,000
05 / 06
Installments due this week
Who pays what, when, and how far along the job is. No more digging through the “Payments” tab.
Badaro Bistro
2 of 4 · Joinery delivery
$33,750
Mon 26
Tony & Carla Hage
3 of 3 · Handover
$21,600
Tue 27
Zein Pharmacy
2 of 3 · Ceilings done
$9,200
LATE · Fri 23
Villa Abi Nader
4 of 5 · Kitchen install
$18,400
Thu 29
Expected this week
$82,950
06 / 06
Who owns which lead
Every deal has a name on it. See who’s overloaded and who’s closing.
Pipeline $295,000
R-1042
R-1035
R-1008
1 signed this month
Pipeline $148,500
R-1043
R-1019
R-1011
1 signed this month
Pipeline $70,500
R-1047
R-1022
0 signed this month
Pipeline $95,000
R-1031
R-1025
0 signed this month
Real objections, straight answers
We’ve run on Excel for 9 years. Why switch?−
Because v7 FINAL isn’t final. One shared board means nobody overwrites Nour’s edits and every follow-up has a date.
Can you import our existing sheet?+
Yes — send the .xlsx. Clients, quotes and installments land in the right columns the same day.
Does it work on the phone at site visits?+
Fully. Add photos, measurements and notes from the site; the office sees them instantly.
Everything in USD?+
Yes. Quotes, installments and pipeline totals are USD by default.
What about WhatsApp?+
Every client card has a one-tap WhatsApp button, and follow-ups remind you who to message.
What does it cost?+
Flat monthly per team, no per-seat surprises. Start a free trial and decide after a month.
Need a CRM like this for your team?
AnyStack builds pipeline boards that replace Excel chaos — leads, quotes, installments, WhatsApp.
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