Open pipeline $1.16M 9 deals, 4 stages
Won this year $612k $454k projects, $158k PM
Top customers gone quiet 3 No contact in 14+ days
New leads this week 3 2 from QR codes, 1 card
Today's meetings Calendar
9:30AM
Harborview Medical Plaza Walk the rooftop units with Marcus Reed. Booked from your QR leave-behind
Meeting prep 2:00PM
Summit Office Park PM contract walkthrough, 3 buildings
Meeting prep
Call these, gone quiet See all
Crescent Hotel Group Top customer. PM contract + 2 projects. Lena asked about Riverside on Sep 6
23 days $412k
Lakeside Senior Living PM contract, 4 buildings
17 days $96k/yr
Brookline Charter Academy Starred. Finished a $188k chiller job in April
15 days $188k
Oakview Office Tower, chiller replacement Estimation, no activity in 26 days
Project $285k
Crescent Hotel Group, PM expansion 80% Win, no activity in 22 days
PM $64k/yr
Maple Grove Apartments QR form, 1 hour ago. Boiler, 120 units
PM Pine Ridge Property Partners Card scan, yesterday. Dana Whitfield
Card Riverbend Distribution Center QR form, Mon. New RTUs
Project
Waiting on your reply Email
Summit Office Park Wants PM pricing per building
2 days
Harborview Medical Plaza Sent unit model numbers
Yesterday
Pitch a PM contract
Brookline Charter Academy $188k chiller job done in April
Westfield Dental Group $42k retrofit done in July
Needs a quick fix
Pine Ridge Property Partners Salesforce needs an Industry before it can save this account.
Fix
Account Type Deals Project value PM value Last touch
Ranked by won project value plus PM value. Stars always float to the top. Red means no contact in 14 days. Click a row to open it.
Accounts
Crescent Hotel Group
Owner Hotel PM contract 2 projects Last touch 23 days ago
PROJECT VALUE $348,000
PM VALUE $64,000/yr
OPEN PIPELINE $64,000/yr
LOCATION Charlotte, NC
Call Email
Log visit
QR code
New deal
Meeting prep
PM contract covers 2 of their 3 hotels. The Riverside property is not on it yet.
Lena asked about adding the Riverside boiler plant on Sep 6. No reply yet.
Open deal: PM expansion, $64k/yr, 80% Win, quiet 22 days.
Bring up: a Riverside site walk and a PM quote.
Contacts Add
LM
Lena Morales Director of Engineering
Sep 6
TB
Tom Becker Regional Ops Manager
Aug 14
Deals
Hotel PM contract, 2 properties Jan to Dec 2026. Quarterly service
PM Won
PM expansion, Riverside Close Oct 31
PM 80% Win
Lobby RTU replacement Finished June 2026
Project $212,000
Kitchen exhaust retrofit Finished Feb 2026
Project $136,000
History
Email from Lena Morales Sep 6. Asked about adding the Riverside boiler plant to the PM contract.
Voice note after site visit Aug 28. "Both RTUs running well. Tom said budget opens in Q4."
Quarterly PM service done Aug 20. From Salesforce.
Card scanned: Tom Becker Aug 14. Added under this account, no duplicate.
Project won: Lobby RTU replacement Apr 2. $212,000.
Columns are Kelso's Salesforce stages. A red edge means no activity in 21 days. Dragging a card to a new stage updates Salesforce.
Open times on the QR form come from these hours minus anything busy in Outlook, with travel time between stops.
Waiting on you (2) Waiting on them (3) All client email
Summit Office Park Jordan Pike
Re: PM pricing for Buildings A to C Wants PM pricing per building before their Oct 15 budget meeting. Asked if filter changes are included.
Draft a reply Account
2 days
Harborview Medical Plaza Marcus Reed
Unit info for Thursday Sent model numbers for 4 rooftop units from 2009 to 2011. Two are down now. Good fit for a replacement project.
Draft a reply Account
Yesterday
Crescent Hotel Group Lena Morales
Riverside boiler plant Asked about adding the Riverside property to the PM contract. No reply yet. Flagged in meeting prep.
Draft a reply Account
Sep 6
Only reads email with people in your accounts. Replies are drafts; nothing sends without you.
Leads
Company Source Work Need When
Maple Grove Apartments Priya Nair QR form PM Boiler keeps tripping, 120 units 1h ago Pine Ridge Property Partners Dana Whitfield Card Unsure Met at IFMA Charlotte Yesterday Riverbend Distribution Center Alan Cho QR form Project New RTUs for warehouse expansion Mon
New QR leave-behind
Tie it to a business or leave it general. Print it on a card or sticker, or download a sheet of 10.
Your QR codes
Left at Date Scans Forms Status
Harborview Medical Plaza Sep 22 6 1 Booked today 9:30 Maple Grove Apartments Sep 25 2 1 Lead Riverbend Distribution Center Sep 18 3 1 Lead Oakview Office Tower Sep 12 4 0 Scanned, follow up Trade show stack IFMA Charlotte Sep 10 19 5 5 leads
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Dana Whitfield Pine Ridge Property Partners. New account
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Availability for bookings
S M T W T F S
Hours 8:00 AM to 5:00 PM
Visit length 60 min
Travel between stops 30 min
Earliest booking 24 hours ahead
Flag top customers after 14 days quiet
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Connections
Salesforce Connected
Outlook email + calendar Waiting on Kelso IT
Phone app Signed in on iPhone
Notifications New leads, bookings, daily brief
Sign-in Kelso Microsoft account