CRM
Overview
Here’s what’s happening in Brightwave Wholesale.
Pipeline
Open pipeline value
$822,000+38.5% vs 30 days ago
30 open deals · compared with 30 days ago
- New lead7$140,500
- Qualified11$357,100
- Tasting scheduled7$155,300
- Proposal3$135,600
- Negotiation2$33,500
- Won · last 30 days3$67,200
Recent conversations
- You: Hi Theo, Thanks for your wholesale inquiry! Our office coffee menu and price list are attached. Marcus Reed will call you today to talk…25m
- We’d love to try the holiday blend for our seasonal menu.2hUnread
- Thanks! Quick question before we talk: do you lease grinders, or partner with someone who does? We’re adding a second bar in November and…2hUnread
- You: Added! Two bags of Kenya Nyeri AA on Thursday’s delivery.3h
- Booked Thursday at 2. I’ll bring our head barista, Sasha.4h
Recent contacts
Upcoming appointments
- Wholesale tasting with Marcus11:30 AMin 1h
- Wholesale tasting with Marcus2:00 PMTomorrow
- Discovery call with Marcus4:30 PMTomorrow
- Discovery call with Marcus10:00 AMMon
- Discovery call with Marcus11:00 AMMon
Automations
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