Internal admin portal

Staging-only CRM data, no production systems connected

Internal pipeline

Pipeline

Polished stage board for internal opportunities, still powered only by typed fixtures.

Mock modePipeline movement is browser-local staging state. No CRM or production opportunity records are written.

Opportunity board

Move cards forward locally to preview stage behavior.

Mock state

New

1
Riverstone HROpen
Priya Shah
18 seatsAaron
Contact form - Today

Discovery

1
Northstar LettingsOpen
Sarah Miller
14 seatsAaron
Book a call - Today

Demo

1
Bay & CoOpen
Michael Grant
22 seatsAimee
Referral - Yesterday

Proposal

1
Harper PeopleOpen
Nina Harper
31 seatsAaron
Website - 2 days ago

Call Riverstone HR

Qualify HR pack timing and manager approval requirements.

Aaron - Today

Send Bay & Co recap

Include branch reporting mock screenshots after polish review.

Aimee - Tomorrow

Review proposal copy

Keep pricing language mock-only until billing work starts.

Aaron - Friday