Welcome back
Live from your STS database
Open Deals
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active pipeline →
Pipeline Value
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active deals →
Companies
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total accounts →
Open Tasks
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across the team →
✅ Your Tasks
—open
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◫ Projects
—active boards
Kanban-style project tracking
🏗️ Installs
—active installs
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Deals by Phase View pipeline →
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Recent Notes
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Top Active Deals
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Team
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Pipeline
STS Sales Pipeline
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Companies
Your real accounts — click any company to open its record
| Company | Industry | Location | Employees | Owner | Phone |
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← Back to Companies
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Company Card
Contacts
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Locations —
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Attachments
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Post to
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Deals —
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Deals
Your real pipeline — click any deal to open its record
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Deal Card
Attachments
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Company
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Contacts
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Location Card
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Deals —
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Status
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Created
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Last Activity
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Contact Card
Attachments
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Organization
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Deals —
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Contacts
Your real contacts
| Name | Title | Company | Phone | ||
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Tasks
Live — click a task to toggle complete
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Installs
Post-sale installation & delivery tracking
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Select an install on the left, or open one from a company record.
Utility Services
Auto-matched service opportunities from Gridient Suite — review before they become recurring services.
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Calendar
Your connected Microsoft calendar — real events, real invites
Reports
Live from your pipeline
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