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Scale planeemel@dmfaster.com

CRM

Move real replies through a lightweight pipeline.

This keeps the board simple. The goal is not enterprise CRM bloat, just a clean place to sort what came back.

Response board

Each stage should be quick to scan and easy to update.

Add column

Responses

12
Alicia Ford
Mika West
Sami Cole

Interested

7
Noah Pike
Tina West
Mara Liu

Call booked

3
Ella Wood
Alex Rowan
Mila Fox

Closed

2
Ben Hart
Jules Day