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

Harbour Physio (sample)

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Emery Quinn · Nanaimo, CA

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The connection

Introduced by Jamie Harper

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

Source ReferralOwner Jordan
hello5@example.test
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Walk through the sample preview

Sep 7, 2026 · Jordan

Update after a conversation

No interaction recorded yet. Add the first update below.

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.

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Start the relationship history

Record a conversation or note to make the next follow-up easier.