APEX
CRM
Total Contacts
47
+12 this month
In Pipeline
24
active deals
Jobs Booked
9
this month
Revenue
$0
this month
Follow-ups Due
0
need attention today
0
New
0
Called
0
Quoted
0
Booked
0
Completed
New 0
Called 0
Quoted 0
Booked 0
Completed 0
Stage
Contact Info
Phone
Home Value
Lead Type
Zip Code
Job Value
Saves automatically on exit
Follow-up Reminder
Call Log & Notes
📞
Called — no answer, left voicemail
Mar 20, 2:30pm
Interested in exterior window clean, wants quote
Mar 19, 11am
Job Photos
Before
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After
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🏆 D2D Leaderboard
Rep Name
👥 Client Lists
📅 Schedule
🏘️
Neighbor Intelligence
Nearby opportunities
📍
Drop a Sold pin to activate
When you close a job, Apex will show you the highest-value homes within 3 blocks — ready to knock.
💬 While I'm Here
Text nearby homeowners while you're on the block
Choose Template
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Neighbor Social Proof
Hey [Name], I just finished cleaning your neighbor's windows on [Street] and they look incredible. I'm in the area today - want a free quote? - [Rep], [Company]
v
Same-Day Discount
Hi [Name]! We're on [Street] today with one open slot. Book in the next 2 hours and get 15% off since we're already in the neighborhood. Interested? - [Rep]
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Quick and Direct
Hi [Name], just wrapped up on your street. Want a quote while we're here? Takes 2 minutes. - [Rep] from [Company] [Phone]
v
Seasonal Push
Hey [Name]! Spring is here and we're cleaning windows on [Street] today. Spots filling fast - want us to add you to today's schedule? - [Company] [Phone]
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[Name] [Street] [Rep] [Company] [Phone]
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