CRM Overview
Custom CRM for Riverstone Coffee Co. — currently in development.
Build progress
Overall completion62%
318
Contacts imported
6
Pipeline stages
May 2025
Est. launch
3
Sprints remaining
Sales pipeline
12
Prospect
7
Intro call
5
Tasting / Demo
3
Proposal sent
24
Active customer
2
Churned
Primary account contact
MR
Marcus Rivera
Riverstone Coffee Co.
Recent activity
Client portal order #1,204 fulfilled
2h ago
3 new wholesale leads added to pipeline
Yesterday
CRM sprint 4 review scheduled
Apr 8, 2026
5-star review from Whitfield Hospitality
Apr 3, 2026
Top contacts
JW
James Whitfield
Whitfield Hospitality
PN
Priya Nair
Nair Catering Co.
T&
Tom & Angela Beck
Beck Wholesale Foods
CM
Carla Medina
Medina Restaurant Group