Contacts and follow-ups, on the shipment record.

One customer card for sales, shipping and billing — the unpaid invoice, before the call.

0
Pipeline stages
The quotation is the pipeline. There is no second record of it.
What it does

It reports which customers have gone quiet.

Going cold — 02 September 6 accounts
Going cold — accounts with no recent shipment
CustomerLast shipmentLast activity
Vernon Cold Storage04 May121 days None recorded
Marden Foods LLC12 Jun82 days Call 03 Jul61 days
Aster Textiles19 Jun75 days Quotation sent 24 Jun70 days
3 of the six have an open quotation and no activity sinceFollow up
Proof

Measured, not scored.

Zero pipeline stages, by design

The quotation — number, price, status — is the record. Nothing here copies it.

Two dates, not a score

Days since the last shipment, days since the last activity: six accounts read cold today.

Get a demo

A customer not heard from since spring.

Opened on a demo company: the shipments, the open quotations, the invoice nobody mentioned.