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

Northpoint Legal (sample)

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Getting to know them

Morgan Chen · Vancouver, CA

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C
The connection

Introduced by Casey Lane

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

Source ReferralOwner Alex
hello2@example.test
Due today

Send two relevant project examples

Sep 4, 2026 · Alex

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

Casey introduced us to Morgan. A short discovery call is the next step.

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. Introduction madeAlex · Sep 4, 2026

    Casey introduced us to Morgan. A short discovery call is the next step.