stow Group UK — CRM

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CRM Platform

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Job title

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Good morning

My pipeline

Tasks due today

Upcoming site visits

Overdue follow-ups

Design Queue

Jobs awaiting technical drawings

Project Manager

Active projects — Luke Marvin

Forecasts

Pipeline value and team performance

Pipeline by month

Conversion funnel

By stage

By salesperson

Month by month

Month	Enquiry	Survey	Design	Quote sent	Won	Total	Jobs

User Management

Pending requests

No pending requests

All users

New job

Job title *

Company *

Enquiry source

Stage

Est. value (£)

Sales owner

Designer assigned

SAP number

Stow file ref

Customer ref

Expected close date

Follow-up date

Job notes

Currently waiting on

This job includes assembly / installation

Assembly cost (£)

Transport cost (£)

Assembly notes

Drawings & Documents

📎

Click or drag to upload drawings, quotes, documents

DWG, PDF, PNG, JPG, DOCX

Design Handover Form

Send this job to the design team

Job details

Designer to assign *

Racking type required

Dimensions / capacity

Site constraints

Special requirements

Deadline for design

Upload site drawings (optional)

Click or drag to upload site drawings

Additional notes for design team

Project Manager Handover

Pass this won job to Luke Marvin

Job details

Customer site address

Customer contact on site

Installation deadline

Assembly cost (£)

Transport cost (£)

Special installation notes

Upload drawing for PM (optional)

Click to upload drawing

Add company

Company name *

SAP number

Main contact

Phone

Email

Industry

Town / City

Postcode

Status

Last contacted

Notes

Edit user role

User

Role

Sales — own pipeline, all companies, design queue, own forecast
Commercial Director — full visibility across everything
Project Manager — own jobs, design queue, PM view
Design Engineer — design queue only
Admin — full access + user management

Mark as Won

Reason for winning *

Additional notes (optional)