Clients CRM
Total Clients
42
Client Groups
4
On a Price List
38
Open Follow-ups
7
| Client | Group | Assigned Price List | Contacts | Last Activity | Assigned Rep | |
|---|---|---|---|---|---|---|
|
SS
Stone Source DistributorsMiami, FL · CLI-1001
|
Distributor | Distributor 2026 | 4 | 2h ago |
MA
Marco Alvarez Gated · rep + admins
|
|
└ Daniel Reyes PrimaryBuyer · Purchasing |
d.reyes@stonesource.com · (305) 555-0142 | |||||
└ Karen WuAccounts Payable |
k.wu@stonesource.com · (305) 555-0143 | |||||
└ Miguel SantosWarehouse |
m.santos@stonesource.com · (305) 555-0144 | |||||
└ Lisa ParkOwner |
l.park@stonesource.com · (305) 555-0145 | |||||
|
MC
Marble & Co. Design StudioDallas, TX · CLI-1002
|
Designer | Designer List | 2 | 1d ago |
SR
Sofia Ramirez Gated · rep + admins
|
|
└ Priya Malhotra PrimaryDesign lead |
priya@marbleco.studio · (214) 555-0198 | |||||
└ Alex DoyleStudio assistant |
alex@marbleco.studio · (214) 555-0199 | |||||
|
CS
Coastal Surfaces LLCMiami, FL · CLI-1003
|
VIP | VIP Pricing | 3 | 3h ago |
MA
Marco Alvarez Gated · rep + admins
|
|
└ Marcus Bell PrimaryOwner |
marcus@coastalsurfaces.com · (305) 555-0177 | |||||
└ Renee FoxProject manager |
renee@coastalsurfaces.com · (305) 555-0178 | |||||
└ Owen GrantEstimator |
owen@coastalsurfaces.com · (305) 555-0179 | |||||
|
VI
Verona Import PartnersVerona, IT · CLI-1004
|
Distributor | Distributor 2026 | 2 | 5d ago |
DT
Diego Torres Gated · rep + admins
|
|
└ Elena Conti PrimaryImport coordinator |
e.conti@veronaimport.it · +39 045 555 021 | |||||
└ Luca FerrariLogistics |
l.ferrari@veronaimport.it · +39 045 555 022 | |||||
|
AK
Atlas Kitchen & BathDallas, TX · CLI-1005
|
Retail | Retail Base | 1 | 2w ago |
Visible to all
|
|
└ Tom Whitfield PrimaryShowroom manager |
tom@atlaskb.com · (214) 555-0233 | |||||
|
LI
Lumina InteriorsMiami, FL · CLI-1006
|
Designer | Designer List | 2 | 6h ago |
EC
Elena Costa Gated · rep + admins
|
|
└ Nadia Iqbal PrimaryPrincipal designer |
nadia@luminainteriors.com · (305) 555-0244 | |||||
└ Ben RossPurchasing |
ben@luminainteriors.com · (305) 555-0245 | |||||
|
GC
Gulf Coast FabricationDallas, TX · CLI-1007
|
Distributor | Distributor 2026 | 3 | 1d ago |
Visible to all
|
|
└ Sofia Alvarez PrimaryBuyer |
sofia@gulfcoastfab.com · (214) 555-0261 | |||||
└ Hector DiazShop foreman |
hector@gulfcoastfab.com · (214) 555-0262 | |||||
└ Wendy ChoAccounts |
wendy@gulfcoastfab.com · (214) 555-0263 | |||||
|
PH
Prestige Home RetailVerona, IT · CLI-1008
|
Retail | Retail Base | 1 | 3w ago |
SR
Sofia Ramirez Gated · rep + admins
|
|
└ Grace Lin PrimaryStore manager |
grace@prestigehome.it · +39 045 555 088 | |||||
Showing 1–8 of 42 clients · 61 contacts
Client Pricing
Assigned list, method, and example effective price on a $40/sqft base
| Client | Group | Assigned Price List | Method | Base | Effective |
|---|---|---|---|---|---|
| Stone Source Distributors | Distributor | Distributor 2026 | 35% off base | $40.00 | $26.00 |
| Marble & Co. Design Studio | Designer | Designer List | 15% off base | $40.00 | $34.00 |
| Coastal Surfaces LLC | VIP | VIP Pricing | 25% off base | $40.00 | $30.00 |
| Atlas Kitchen & Bath | Retail | Retail Base | Base price | $40.00 | $40.00 |
| Gulf Coast Fabrication | Distributor | Distributor 2026 | Fixed $33/sqft | $40.00 | $33.00 |
Tasks / Follow-ups
Lightweight reminders tied to a client
| Done | Task | Client | Owner | Due | Status |
|---|---|---|---|---|---|
| Send updated Calacatta Viola slab photos | Stone Source Distributors | Supplier Admin | Jul 5 | Due soon | |
| Confirm designer price list for FY26 | Marble & Co. Design Studio | Supplier Admin | Jul 1 | Overdue | |
| Prepare VIP visibility scope for review | Coastal Surfaces LLC | Supplier Admin | Jul 9 | Open | |
| Follow up on Verona import contact details | Verona Import Partners | Supplier Admin | Jun 28 | Overdue | |
| Assign retail base pricing to Atlas | Atlas Kitchen & Bath | Supplier Admin | Jun 24 | Done |
Notes
Free-form context logged against a client
SA Supplier Admin Coastal Surfaces LLC
3h ago
Client prefers bookmatched pairs from Patagonia. Prepared VIP visibility scope; waiting on confirmation before marking Ready to publish later.
SA Supplier Admin Stone Source Distributors
1d ago
Distributor price type applied (35% off base). They asked for weekly availability exports of Taj Mahal slabs.
SA Supplier Admin Gulf Coast Fabrication
2d ago
Interested in 12x24 Honed Silver Travertine by the pallet. Staged as Internal prep only for now.
Quick Add
Client Activity
Recent client-related changes — full trail in Activities
| When | Client | Action | By | Source |
|---|---|---|---|---|
| 2h ago | Stone Source Distributors | Assigned price list → Distributor 2026 | Supplier Admin | Manual |
| 3h ago | Coastal Surfaces LLC | Visibility set to Ready to publish later | Supplier Admin | Manual |
| 6h ago | Lumina Interiors | Contact added — 2 contacts | Supplier Admin | Manual |
| 1d ago | Gulf Coast Fabrication | Group changed to Distributor | Supplier Admin | Manual |
| 2d ago | Verona Import Partners | Client imported from spreadsheet | System | Import |
| 3d ago | Atlas Kitchen & Bath | Visibility set to Hidden | Supplier Admin | Manual |