CRM
Recently opened
Active Clients
46
Talked This Week
34
Open Tasks
7
New
8
Gone Quiet
9
| Client | Warmth | Last Contact | Next Action | Open Tasks |
|---|---|---|---|---|
|
SS
Stone Source Distributors
Miami, FL · CLI-1001
Marco Alvarez
|
Active | 2h ago | Send Calacatta Viola slab photos24 Aug | 1 due soon |
|
CS
Coastal Surfaces LLC
Miami, FL · CLI-1003
Marco Alvarez
|
Active | 3h ago | Prepare VIP visibility scope for review2 Sep | 1 open |
|
LI
Lumina Interiors
Miami, FL · CLI-1006
Elena Costa
|
Active | 6h ago | — | |
Marble & Co. Design Studio
Dallas, TX · CLI-1002
Sofia Ramirez
|
Active | 1d ago | Confirm designer price list for FY2618 Aug | 1 overdue |
|
PH
Prestige Home Retail
Verona, IT · CLI-1008
Sofia Ramirez
|
Contacted | 3w ago | — | |
Verona Import Partners
Verona, IT · CLI-1004
Diego Torres
|
Engaged | 5d ago | Follow up on Verona import contact details12 Aug | 1 overdue |
|
AK
Atlas Kitchen & Bath
Dallas, TX · CLI-1005
Unassigned
|
Contacted | 2w ago | — | |
|
GC
Gulf Coast Fabrication
Dallas, TX · CLI-1007
Unassigned
|
Active | 1d ago | — | |
New
8Harbor Tile Co.Dallas
Lakeside DesignMiami
Verde StudiosMiami
Northline SurfacesDallas
Bayview Stone & TileMiami
Cedar Ridge InteriorsVerona
Kingsley CountertopsDallas
Ravello Marble WorksMiami
Contacted
10Urban StoneworksRetail
Coastal SurfacesDistributor
Pinnacle Kitchen StudioDesigner
Delgado FabricationFabricator
Summit Tile SupplyWholesale
Ashford & VineDesigner
Riverbend GraniteFabricator
Casa Nova InteriorsDesigner
Trident Building GroupContractor
Monterey Slab HouseRetail
Engaged
12Stone Gallery LLCDesigner
Atelier NorthDesigner
Halcyon ArchitectsArchitect
Brightwater HomesContractor
Meridian SurfacesDistributor
Ferrara Stone Co.Fabricator
Willow & SlateDesigner
Copperfield KitchensRetail
Vanguard Tile GroupWholesale
Solaris Design HouseDesigner
Ironwood ContractingContractor
Bellamy MarbleFabricator
Active
46Elite KitchensDistributor
Marca ImportsDistributor
Coastal Surfaces LLCDistributor
Stone Source DistributorsDistributor
Marble & Co. Design StudioDesigner
Atlas Kitchen & BathRetail
Gulf Coast FabricationFabricator
Verona Import PartnersWholesale
Premier SurfacesDistributor
Lumina InteriorsDesigner
Granite Peak SupplyWholesale
Sandoval Stone WorksFabricator
Beacon Hill KitchensRetail
Terra Nova SurfacesDistributor
Whitfield Design GroupDesigner
Calloway CountertopsFabricator
Estrada Tile & StoneRetail
Northgate BuildersContractor
Aurora Slab GalleryRetail
Piedra Fina ImportsWholesale
Hensley & MarshArchitect
Blue Ridge StoneworksFabricator
Camden SurfacesDistributor
Oakmont InteriorsDesigner
Ferrino Marble GroupWholesale
Silverline KitchensRetail
Delmar Stone SupplyDistributor
Vista Grande DesignDesigner
Ironclad FabricatorsFabricator
Hallmark Bath StudioRetail
Sierra Stone PartnersDistributor
Ludlow ArchitectsArchitect
Everstone TradingWholesale
Rosewood CabinetryContractor
Alta Vista SurfacesDistributor
Kensington Tile Co.Retail
Marchetti StoneFabricator
Highfield HomesContractor
Corso Design StudioDesigner
Bramble & BirchDesigner
Titan Slab DistributorsDistributor
Palmetto Stone YardWholesale
Nordic Surfaces Ltd.Distributor
Castellan MarbleFabricator
Windermere KitchensRetail
Vantage Point InteriorsDesigner
Dormant
9Old Mill StoneQuiet 94d
Fairmont Tile DepotQuiet 108d
Grayson SurfacesQuiet 121d
Bellweather DesignQuiet 136d
Ridgeway FabricationQuiet 152d
Costa Blanca ImportsQuiet 168d
Hartley Stone GroupQuiet 190d
Sunset Slab CompanyQuiet 214d
Pemberton InteriorsQuiet 240d
Tasks / Follow-ups
| Owner | Type | Task | Client | Due | Status | |
|---|---|---|---|---|---|---|
| Supplier Admin | Send updated Calacatta Viola slab photos | Stone Source Distributors | 24 Aug | Due soon | ||
| Sofia Ramirez | Call | Confirm designer price list for FY26 | Marble & Co. Design Studio | 18 Aug | Overdue | |
| Supplier Admin | Internal | Prepare VIP visibility scope for review | Coastal Surfaces LLC | 2 Sep | Open | |
| Marco Alvarez | Follow-up | Follow up on Verona import contact details | Verona Import Partners | 12 Aug | Overdue | |
| Diego Torres | Internal | Assign retail base pricing to Atlas | Atlas Kitchen & Bath | 19 Aug | Done |
Pick a group to see who is in it.
Group
Nobody is in this group yet — the search above puts them here.
Client Activity
| When | By | Action | Client |
|---|---|---|---|
| 2h ago | Supplier Admin | Assigned price list → Distributor 2026 | Stone Source Distributors |
| 3h ago | Supplier Admin | Visibility set to Ready to publish later | Coastal Surfaces LLC |
| 6h ago | Supplier Admin | Contact added — 2 contacts | Lumina Interiors |
| 1d ago | Supplier Admin | Group changed to Distributor | Gulf Coast Fabrication |
| 2d ago | System | Client imported from spreadsheet | Verona Import Partners |
| 3d ago | Supplier Admin | Visibility set to Hidden | Atlas Kitchen & Bath |
What We Owe Them
| Follow-up | Due | State |
|---|---|---|
| Send updated Taj Mahal slab photos to Diana | Jul 4 | Due soon |
| Confirm Cristallo block override discount with Marco | Jul 9 | Open |
| Add missing price for Nero Marquina 12×24 tile | Jul 12 | Open |
What Is In Flight
| Quote | Valid To | Value | State |
|---|---|---|---|
| QUO-2026-0041 v2Henderson Residence — Kitchen & Baths | Aug 26 | $12,508.00 | Partially Approved |
| QUO-2026-0038Coral Gables Master Bath | Aug 14 | $4,120.00 | Shared |
How This Account Trades
Sales Rep
MA
Marco Alvarez
Only Marco Alvarez and admins can see this client
Client typeDistributor
Price list
Effective discount20% off base
Payment termsNet 30
Company Profile
EK
DK
Diana Kessler (Dee)
Purchasing Manager · Primary contact
diana.k@elitekitchens.example
(305) 555-0142· mornings ET
Regional kitchen & bath distributor supplying fabricators across South Florida. Buys premium quartzite and marble slabs plus large-format porcelain paver runs. High-touch account — quotes reviewed by design team before purchase.
Client-facing surfaces are not part of this version. Visibility settings here prepare inventory internally only — nothing is published to any client yet.
DK
Diana Kessler (Dee)
Purchasing Manager
diana.k@elitekitchens.example
(305) 555-0142
Primary Active
Quotes
| Quote | Source | Valid | Status | Total |
|---|---|---|---|---|
| QUO-2026-0041 v2Henderson Residence — Kitchen & Baths | Showroom | Aug 26Shared 2d ago | Partially Approved | $12,508.008 items |
| QUO-2026-0038Coral Gables Master Bath | Storefront | Aug 14Shared Jun 30 | Shared | $4,120.003 items |
| QUO-2026-0031Brickell Lobby — Flooring | Phone Call | Jul 28Shared Jun 18 | Approved | $27,940.0012 items |
| QUO-2026-0024Henderson Residence — Powder Room | Showroom | Jun 30Shared May 21 | Rejected | $2,380.002 items |
| QUO-2026-0019Key Biscayne Outdoor Kitchen | Phone Call | Jun 12Shared May 4 | Approved | $9,265.006 items |
Products Viewed
1
4mJul 2 · 1:20 PM
CB
Calacatta BorghiniMarble · 3cm Polished · Slabs
2
3mJul 2 · 1:17 PM
TM
Taj MahalQuartzite · 3cm Polished · Slabs
3
1mJul 2 · 1:14 PM
NM
Nero MarquinaMarble · 2cm Honed · Slabs
4
11mJun 28 · 4:05 PM
PT
PatagoniaQuartzite · 3cm Polished · Slabs
5
5mJun 28 · 4:00 PM
CV
Calacatta ViolaMarble · 3cm Honed · Slabs
6
7mJun 21 · 11:46 AM
ST
Silver Travertine 24″×24″Travertine · Honed · Pavers
7
2mJun 21 · 11:40 AM
TM
Taj MahalQuartzite · 3cm Polished · Slabs
Effective Prices
| Product | Basis | Base Price | Discount | Effective Price |
|---|---|---|---|---|
Taj MahalQuartzite · Polished |
Per sqft | $46.00 | −20% | $36.80 |
Calacatta ViolaMarble · Honed |
Per sqft | $62.00 | −20% | $49.60 |
Nero MarquinaMarble · Polished |
Per sqft | $38.00 | −20% | $30.40 |
Silver Travertine 24×24Paver · Honed |
Per pallet | $520.00 | −20% | $416.00 |
Cristallo BlockBLK-118 · Quartzite |
Per block | $14,000.00 | Override −12% | $12,320.00 |
Price List
20%
off base
Client pays 80%
Discount 20%
Wish List
| Done | Type | Task | Sales Rep | Dates | Priority | Status |
|---|---|---|---|---|---|---|
Send updated Taj Mahal slab photos to DianaFollow-up · 3 new slabs received in Miami |
M. Alvarez | Due Jul 4Created Jun 26 | High | Due soon | ||
| Internal | Confirm Cristallo block override discount with MarcoPricing · BLK-118 negotiated 12% |
M. Alvarez | Due Jul 9Created Jun 24 | Medium | Open | |
| Internal | Add missing price for Nero Marquina 12×24 tileData quality · blocks ready-to-expose flag |
M. Alvarez | Due Jul 12Created Jul 1 | Low | Open | |
| Call | Quarterly pricing review callCompleted Jun 20 · agreed Tier 2 for 2026 |
M. Alvarez | Due Jun 20Created Jun 1 | Medium | Done |
Neither list is showing. Press Open or Done.
Add a Note
MA
M. AlvarezJul 1, 2026 · 10:24
Diana prefers slab options grouped by block so their design team can bookmatch. Always send full-slab photos, not thumbnails. Decisions run through Marco before PO.
MA
M. AlvarezJun 20, 2026 · 15:02
Confirmed Distributor Tier 2 (20% off) for 2026 on the quarterly review call. Negotiated a one-off 12% override on the Cristallo block BLK-118 due to volume.
PN
P. Nair (imported)May 3, 2026 · 09:11
Accounts payable contact updated to Priya Nair. Net 30 terms unchanged. Route all billing via her, cc Diana.
Pinned
Always send full-slab photos before quoting — design team bookmatches.
Total notes3
Last noteJul 1, 2026
Client Activity
Filters:
| When | Client | Action | By Who |
|---|---|---|---|
| Jul 1, 202610:24 · 2 days ago | Elite KitchensClient Note | NotedNote— → “Send full-slab photos…” | M. Alvarez |
| Jun 20, 202615:02 · 13 days ago | Elite KitchensClient | AssignedPrice listTier 3 → Distributor Tier 2 | M. Alvarez |
| Jun 20, 202614:58 · 13 days ago | Quarterly pricing reviewTask | Status ChangedStatusOpen → Done | M. Alvarez |
| May 3, 202609:11 · 61 days ago | Priya NairContact | UpdatedNameHelen Cho → Priya NairRoleAP Clerk → Accounts Payable | System |
| Apr 18, 202611:30 · 76 days ago | Elite KitchensClient | ImportedContact details— → Refreshed | ERP Sync |
No activity matches these filters.
Showing 5 of 34 events