Lead Pipeline

Clean mission dashboard for Fresh Coat operations. Built for lead tracking, drag and drop pipeline management, CRM updates, calendar planning, and Zapier MCP actions.

Lead genEstimatingSchedulingQCReviewsFederal contracts

Pipeline Value

$922,300
Total across 25 live leads

Completed Jobs

3
Ready for review capture and referrals

Scheduled Jobs

3
Estimates and field appointments

Active Jobs

1
Currently in progress

Lead Pipeline

Drag and drop leads between stages. Click any lead to open the CRM modal.
Prospect11 leads
Greystar Real Estate Partners
Quarterly unit turnovers
$45,000
Multiple properties - Salt Lake Valley
Owner: David
Next: Send capability deck and federal certifications
Property MgmtFederal ReadyRecurring
Alliance Residential Company
Annual exterior maintenance program
$38,500
15+ complexes Salt Lake area
Owner: David
Next: Schedule site walkthrough this week
Property MgmtAnnual ContractMulti-site
Big-D Construction
Subcontractor network inclusion
$28,000
Various project sites
Owner: David
Next: Submit prequalification packet
GC NetworkLarge ProjectsEstablished
Okland Construction
Preferred vendor application
$42,000
Mixed-use developments
Owner: David
Next: Complete vendor registration portal
Mixed UsePreferred VendorGrowth
Pepperwood Community
Fence and common area painting
$19,200
Sandy residential community
Owner: David
Next: Schedule initial community walkthrough
HOAFencingCommunity Areas
Intermountain Healthcare Facilities
Healthcare facility refresh program
$85,000
Multiple clinic locations
Owner: David
Next: Submit healthcare compliance credentials
HealthcareCompliance RequiredMulti-location
University of Utah Housing
Summer housing refresh
$72,000
Campus residential facilities
Owner: David
Next: Submit to university vendor portal
UniversityHousingSummer Schedule
VA Salt Lake City Medical Center
Medical facility interior renovation
$95,000
500 Foothill Dr, Salt Lake City
Owner: David
Next: Complete SAM.gov registration
FederalVA ContractMedical Facility
Hill Air Force Base Housing
Military housing maintenance
$78,000
Base housing units, Hill AFB
Owner: David
Next: Veteran certificate verification needed
MilitaryHousingVeteran Advantage
Pourcho Real Estate Team
Realtor referral program setup
$25,000
Referral partnership
Owner: David
Next: Lunch meeting to discuss partnership
Realtor PartnershipReferral ProgramNetworking
Guardian Home Inspections
Home inspector partnership
$18,000
Cross-referral agreement
Owner: David
Next: Draft referral agreement terms
Home InspectorCross-ReferralPartnership
Quote7 leads
Cushman and Wakefield Property Mgmt
Office building refresh program
$52,000
Commercial portfolio downtown SLC
Owner: Estimator
Next: Deliver detailed proposal by Friday
CommercialPremiumFederal Ready
Jacobsen Construction
New construction paint package
$31,200
Residential developments
Owner: Estimator
Next: Refine pricing for 40-unit development
New ConstructionVolume WorkGC Partnership
McGrath Interiors
Specialty finishes certification
$22,000
Custom homes Cottonwood Heights
Owner: Estimator
Next: Provide samples and capability portfolio
Custom HomesSpecialty FinishesReferral Source
Canyon Rim HOA
Exterior building maintenance
$28,500
Millcreek area townhomes
Owner: Estimator
Next: Deliver competitive bid by Monday
HOATownhomesCompetitive Bid
Zions Bank Branch Network
Brand refresh initiative
$67,500
12 branch locations Salt Lake area
Owner: Estimator
Next: Present brand compliance methodology
FinancialBrand StandardsMultiple Sites
Chen Modern Townhome
Contemporary interior update
$13,500
1420 W 200 S, Salt Lake City
Owner: David
Next: Color consultation scheduled Friday
ModernTownhomeColor Consultation
Salt Lake City Parks Department
Recreation center refresh
$32,000
Multiple park facilities citywide
Owner: Estimator
Next: Bid due next Wednesday
MunicipalParksRecreation
Scheduled3 leads
Alice Lane Home Collection
Designer partnership program
$18,500
Luxury homes - Park City and SLC
Owner: David
Next: Site visit scheduled Tuesday 2 PM
LuxuryDesigner PartnershipHigh-End
Eaglewood Golf Community HOA
Clubhouse and common area refresh
$35,000
1200 Eagle View Dr, North Salt Lake
Owner: David
Next: Board presentation Thursday 7 PM
HOAGolf CommunityBoard Decision
Martinez Family Residence
Exterior and garage refresh
$16,800
4201 S Highland Dr, Millcreek
Owner: Painter
Next: Weather permitting - start Monday
ResidentialExteriorWeather Dependent
In Progress1 leads
Thompson Luxury Home
Whole house interior repaint
$24,000
2847 E Millcreek Canyon Rd
Owner: Painter
Next: Complete living areas by weekend
Luxury ResidentialWhole HouseCurrent Job
Completed3 leads
Foster Family Kitchen
Kitchen and dining room
$8,900
3344 S 1100 E, Millcreek
Owner: David
Next: Request Google review and referrals
CompletedReview PendingReferral Ready
Westside Community Center
Community room refresh
$14,500
1300 W 300 S, Salt Lake City
Owner: David
Next: Follow up for additional phases
CommunityCompletedAdditional Phases
Jensen Basement Finish
Basement family room painting
$12,200
8850 S 4100 W, West Jordan
Owner: David
Next: Schedule final walkthrough photos
ResidentialBasementFinal QC

Pipeline Summary

Prospect
11 leads in this stage
44 percent
Quote
7 leads in this stage
28 percent
Scheduled
3 leads in this stage
12 percent
In Progress
1 leads in this stage
4 percent
Completed
3 leads in this stage
12 percent

Mission Control

Lead intake
Search, filter, open, and update records from one place.
Live
Zapier MCP
Push lead events to automations, follow-ups, and task systems.
Ready
CRM control
Edit owner, stage, notes, and next step from the modal.
Enabled

Recent Activity

Dashboard rebuilt from scratch and ready for live use.
Latest dashboard event