Contacts

60 people · 9 warm right now
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Everyone you deal with, and who's showing interest right now.How it works
  • Most people are added for you when they enquire, book a call, fill in a form or are referred. Add anyone else by hand.
  • Each person usually belongs to a company, so their emails, calls and forms also show on that company's record. The dot by their company is its status: green for a client, amber for a prospect, grey for a past client, blue for your network.
  • The warmth score (out of 100) counts what they've done in the last 30 days: opening or clicking your emails, replying, visiting the website, filling in a form, booking a call or opening a proposal. Warm right now means 30 or more, and 60 or more is hot, the same as on their record.
  • Last in touch turns amber after 30 days without an email, call, meeting or note.
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders’ client portal