Explore the CRM demo

Fictional people, businesses and deals. Try the controls; nothing is saved or sent.

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Strohl.ai CRM / Pipeline

Meadow Dental (sample)

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New relationship

Jamie Harper · Victoria, CA

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T
The connection

Introduced by Taylor Reed

Fictional example: connected through a local business group. Discuss a clearer website and a simpler enquiry process.

Source ReferralOwner Jordan
hello1@example.test
Overdue

Review the booking journey with Jamie

Sep 2, 2026 · Jordan

Update after a conversation
Last recorded interaction · Sep 4, 2026

Jamie would like a simpler booking journey. We agreed to walk through the enquiry form.

Keep the relationship moving

Record a conversation

Leave enough context for the next person who opens this relationship.

What happens next?

Used when you choose “Set the next action”. Dates use Vancouver time.

Saving records this update in the CRM. It does not send a message or change the sales stage.

Relationship history

Conversations, notes and stage changes in one place.

1
  1. Conversation heldJordan · Sep 4, 2026

    Jamie would like a simpler booking journey. We agreed to walk through the enquiry form.