Business applications
CRMs and the tools a team runs its day on: client records, pipelines, file notes and the workflows between them. I've built and worked on CRMs, including Sage, a practice platform for financial advisers.
This is Sage's client list. Try it: search, open a client, or switch to Modelling in the sidebar.
In production: Sage.
Clients
11 clients
| Status | Occupation | Client since | |
|---|---|---|---|
| Prospect | Nurse unit manager | — | |
| Active | GP | Aug 2016 | |
| Active | Retired | Feb 2014 | |
| Active | Retired | Feb 2014 | |
| Former | Electrician | Jan 2015 | |
| Prospect | Software developer | — | |
| Inactive | Business owner | Jun 2018 | |
| Active | Pharmacist | Nov 2021 | |
| Active | Accountant | Nov 2021 | |
| Active | School principal | Mar 2019 | |
| Active | Civil engineer | Mar 2019 |