synertech

Alumaverse CRM – the first wireframe

CRM Wireframe

Built from our call and your Central Command concept. The first version lays the foundation: leads, pipeline, archive, activity timeline and the owner dashboard. Today we walk through the screens and collect your feedback.

alumaverseCentral CommandDashboardTodayCalendarLeadsPipelineProjectsMessagesSettingsMike R.SalesGood morning, MikeSearch leads…Tuesday, November 18 · 3 visits todayAppointments today3Follow-ups due7New leads4Missed calls2Today's appointmentsGoogle Calendar9:00 AMSarah Kim1428 Oak St, Pasadena, CASunroom · Home visitDirections11:30 AMDavid Lopez77 Ridge Rd, Provo, UTPatio cover · ProposalDirections2:00 PMEmma Walsh905 Elm Ave, Denver, CORailing · Home visitDirections4:30 PMAnna PatelFollow-up callSliding door · CallDirectionsFollow-ups dueMark EvansDay 3 of 14SMSLisa ChenProposal sent 6d agoEmailTom BakerIdle 12 mo · reactivatedCallRita GomezNo reply · 2dSMSPaul NovakDay 9 of 14Email
300+

leads move from Excel into one CRM, and none are ever deleted

9

pipeline stages from your concept, from New to Won, Idle or Lost

8

roles, from owner to installer, each seeing only what they need

What you are seeing

This is a wireframe: the structure and flow of the CRM, without final colours or branding. It follows the sales process you described on our call and the build sequence in your concept record. All names and numbers are sample data, and nothing is final, so this is the best moment to change things.

What we heard from you

  • A long sales cycle. Sunrooms and patio covers up to $100k take weeks to six months, sometimes more than a year. A lead from a year ago can still close.
  • Missed first calls. About half of new leads don't pick up, and a reply has to go out right away, even on weekends.
  • Leads live in Excel. 200–300 leads in a spreadsheet, with no reminders, no history and no lost reasons.
  • Scattered project files. Quotes, receipts and calculations sit in office folders, separate from the lead.
  • Out-of-area leads. Leads outside your area are sent to dealers by hand.

What the CRM will do

  • Get sales in the door. Appointments are booked for sales, who simply work from their Google Calendar.
  • Never lose a lead. Every lead keeps a full activity timeline. Lost and idle leads are archived with a reason, ready for a future campaign.
  • See the company at a glance. An owner dashboard that shows what needs attention, not just totals.

How it works

The CRM follows your pipeline stages, with one goal at every step: get sales in the door.

  1. Website form

    A customer asks for a quote. The lead is in the CRM within seconds, with service, region and source.

  2. Contacted

    Sales calls or texts. A missed call sends an email and SMS right away.

  3. Appointment

    The visit is booked straight into Google Calendar.

  4. Home visit

    Sales visits the home, takes measurements and photos.

  5. Estimate · Proposal

    The price, photos and design. Follow-ups until they decide.

  6. Won

    Signed. The lead becomes a project with its own number.

    or

  7. Lost

    Not now? Saved with a reason and never deleted. The lead comes back with a reminder or a seasonal offer.

Walkthrough

The key screens of the first version.

alumaverseCentral CommandDashboardTodayCalendarLeadsPipelineProjectsMessagesSettingsMike R.SalesCalendarSynced with Google Calendar+ Book visitMon 17Tue 18Wed 19Thu 20Fri 218a9a10a11a12p1p2p3p4p5pHome visitR. GomezHome visitS. KimProposalD. LopezHome visitE. WalshHome visitM. EvansCallL. ChenHome visitP. NovakProposalT. BakerNew lead · missed callSarah Kim · 2 min agoEmail sent✓SMS from Mike R.✓Next call in 2 hMessage previewBook a visit
1. The sales day. Appointments synced with Google Calendar. When a call is missed, an email and SMS go out right away.
9:41Today3 visits · 7 follow-upsNew leads · 2Ray OrtizSunroom · 4 min agoWork this leadAnna PatelSliding door · 1 h agoWork this leadAppointments9:00Sarah KimHome visit · Pasadena11:30David LopezProposal · Provo2:00Emma WalshHome visit · DenverOverdue follow-ups · 1TodayLeadsPipelineMore9:41← LeadsSarah KimAppointmentSunroom · $64,000 · Pasadena, CACallSMSEmailNext stepHome visit · Tue 9:00ActivitySMS reply“Tuesday morning works”SMS from Mike R.Delivered · 9:03Auto email sentOpened · 9:15Call · no answer9:02 AMChange stageTodayLeadsPipelineMore
2. On the phone. Sales run their day from a phone: each new lead opens its full card, so the rep sees the project, budget and history before calling. Plus today's visits and the next step.
alumaverseCentral CommandDashboardTodayCalendarLeadsPipelineProjectsMessagesSettingsMike R.SalesLeads+ New leadFiltersNew18Contacted41Appointment9Estimate12Proposal23Follow-up37Won54Idle81Lost37NameServiceRegionRouteSalesNext follow-upSarah KimSunroomCARetailMike R.Today · CallBuilders Co.Material orderUTContractorAlex T.TomorrowDavid LopezPatio coverUTRetailMike R.Thu · SMSRay OrtizSunroomNVOut of area—Send to dealerPeak HomesRailingCODealerAlex T.Fri · EmailLisa ChenSliding doorWARetailJen P.In 3 daysEmma WalshRailingCORetailJen P.Today · VisitAnna PatelSliding doorCARetailMike R.Today · Call
3. Leads with live counts. Status tabs with counts across the top. Service, region and route on every lead, and out-of-area leads go to a dealer.
alumaverseCentral CommandDashboardTodayCalendarLeadsPipelineProjectsMessagesSettingsMike R.SalesSarah KimAppointmentSunroom · Pasadena, CA · Source: Website · Sales: Mike R.CallSMSEmailWonDetailsServiceSunroom, 14×18 ftEstimated value$64,000Budget$50–70kPhone(626) 555-0142Last contactToday, 9:40 AMNext follow-upTue 9:00 · Home visitLost reason—ActivityAllCallsSMSEmailNotes9:02 AMOutbound call · no answerMike R.9:02 AMAuto email sentOpened at 9:159:03 AMSMS from Mike R.Delivered9:40 AMSMS reply“Tuesday morning works”9:44 AMAppointment bookedTue 9:00 · Google Calendar9:44 AMStage changedContacted → AppointmentNov 4Lead createdWebsite form · Sunroom
4. One timeline per lead. Every call, SMS, email, appointment and stage change in order, so anyone can pick up where the last person left off.
alumaverseCentral CommandDashboardTodayCalendarLeadsPipelineProjectsMessagesSettingsMike R.SalesPipelineLost 37Idle 81Won 54$1.24M openNew18Anna PatelSliding door$14,000Peak HomesRailing$21,500Ray OrtizSunroom$58,000Contacted41David LopezPatio cover$42,000Tom BakerSunroom$88,000ReactivatedMia RossRailing$15,500Appointment9Sarah KimSunroom$64,000Emma WalshRailing$19,000Estimate12Mark EvansPatio cover$54,000GomezSunroom$71,000Proposal sent23Lisa ChenSliding door$31,000In 3 daysBuilders Co.Material$120,000Follow-up37Paul NovakSunroom$47,000Due todayKate MossPatio cover$38,000Leo GrantSunroom$92,000
5. The pipeline. Your stages from New to Follow-up. Won, Idle and Lost leads are kept, and old leads come back with a reminder.
alumaverseCentral CommandDashboardTodayCalendarLeadsPipelineProjectsMessagesSettingsOwnerAdminCommand centerThis month · all sales · all servicesReportsNew leads46Appointments19Proposals23Sales$412kClose rate28%Needs attention6 alerts5Leads not contacted in 24 hView →8Proposals without a follow-upView →3Deals stuck in Estimate > 14 daysView →2Out-of-area leads waiting for a dealerView →4Idle leads ready to reactivateView →1Sales with no activity todayView →Sales by personMike R.Alex T.Jen P.Leads by sourceWebsiteReferralDealerPhone
6. The owner's command center. Not just totals: the dashboard shows what needs attention right now, by sales, service and source.
alumaverseCentral CommandDashboardTodayCalendarLeadsPipelineProjectsMessagesSettingsOwnerAdminSettingsPipeline stagesLost reasonsLead sourcesServicesTeam & rolesMessage templatesAutomationsPipeline stagesDrag to reorderNewEditContactedEditAppointmentEditEstimateEditProposal sentEditFollow-upEditWonEditIdleEditLostEdit+ Add stageAutomationsInstant reply to new leadsMissed call → email + SMSReminder when a lead goes quietCheck-ins at 3, 6, 12 monthsAppointment reminder 24h / 2hOwner alert on stage changeLost reasonsBudgetTimingNo responseCompetitorFinancingPostponedResearch only+ Add
7. Your settings. Your stages, lost reasons, services and team, plus every automation with an on/off switch. All changed without code.

Decisions to confirm

Choices we made from your call and your concept. Tell us if any of them do not fit how your team works.

Real people on the phone

No AI calls for now. The CRM supports your sales team, and automation only covers email and SMS.

Your 300+ leads from Excel

We bring them all in with their history and last contact date. Should older leads start as Idle, or go straight into follow-up?

Google Calendar

Home visits are booked straight into Google Calendar for sales. Does everyone on your team use Google Calendar?

The result

Wireframe v1

Every lead from your website lands in one place and gets an answer in minutes. Visits go straight into Google Calendar, follow-ups run for as long as the sale takes, and no lead is ever lost. Sales run their day from a phone, and you see the whole company on one screen.

What we need from you

  • Stages and lost reasons. Confirm the ones in this wireframe or send your own.
  • Lead sources. Website forms, ads, phone, referrals, dealers: where leads come from today.
  • Your team. Your sales team and dealers, their roles, and who receives new leads.
  • Your Excel file. The 300+ leads, so the pipeline is real from day one.

Next steps

Step 1

Your feedback

Click through the prototype and note anything that is missing or works differently in your team.

Step 2

Wireframe v2

We update the screens and flows based on your notes and share the new version.

Step 3

Visual design

Once the structure is approved, we move on to colours, branding and the final look.

Questions or ideas? Send them our way at any time.

The goal is not simply to build a CRM. The goal is to build Alumaverse's operating system.