CRM Dashboard: Triage Pending Quotes, Track Lost Ones, and Tick Off Reminders Without Leaving the Page

We've reworked the customer dashboard into something closer to a proper CRM. The nav item is now CRM, and the page itself does a lot more than list activity — it surfaces every quote that's sitting with a customer waiting for a decision, shows you what's been lost, and lets you act on follow-ups without leaving the page.

Why "CRM"?

"Customers" undersold what the page does. You don't just look at a list of customers from here — you triage quotes, allocate work between team members, follow up on the ones going cold, and tick reminders off as they come due. That's CRM territory, so the nav now says CRM.

Nothing has moved — the same URL, the same content tabs, all your data is exactly where it was. Just a clearer name for what it actually is.

The Pending Quotes Panel

The middle column is the new Pending Quotes panel. It lists every quote you've sent that's still awaiting acceptance and hasn't expired. The order isn't chronological — needs-attention rises to the top. A quote bubbles up when it's been sent three days ago or more and there's no follow-up reminder set for that customer.

Each row gives you the whole context at a glance:

• Customer + quote reference — click the customer to open the quote.
• Reminder badge — appears when there's an active reminder for the customer; click it to jump to the reminders tab on the customer profile.
• Order date — the event date, with the year, so you know how time-sensitive the decision is.
• Inline assignee dropdown — who on your team owns this customer? Pick a user once and it sticks across every one of that customer's quotes. (More on this below.)
• Three action buttons on the right: Add note, Add reminder, Send email. Each opens its existing slideover with the customer (and the quote, for reminders) already filled in.
• Sent & expires badges underneath — "Sent 4d ago", "Quote expires in 12 days". Anything overdue or past-expiry never makes it into the list in the first place.

Hover any of the three buttons and you get a quick preview: the customer's existing note, the active reminders (with due dates), or the recent emails sent on that quote. A small red dot in the corner of the icon tells you there's something to look at before you even hover.

Customer-Level Assignment

The assignee dropdown sits on the quote row but assigns the customer, not the quote. The thinking: if Sarah owns this customer, she owns every quote they've ever asked for. Setting an assignee on one pending quote is the same as setting it on the customer — and it shows up the same on every other pending quote for them.

That keeps assignment simple. One person per customer. No having to re-pick on each new quote.

Quotes Lost: Where Things Went

Underneath the pending panel is a small Quotes Lost summary card with a count badge. Click it to open a dedicated table of every quote that ended up declined, expired, or pending past its expiry date — no time limit, paginated.

It's the page you go to when you want to see the patterns. Which customers go cold? Which event types convert less? Which quotes never got a follow-up? Each row is a click-through to the quote itself.

Smarter Reminder Emails

When you create a customer reminder, you now choose where the email should go when it falls due:

• Send to the account email — the address configured under Settings → Task Management. Default choice if one is configured.
• Send to the assigned user — the user who owns that customer. Disabled if no one's been assigned yet.
• Don't email — just save the reminder for someone to pick up inside Puree.

Every reminder opts in for itself. The old account-wide on/off toggle is gone — each reminder makes its own decision.

And when the email fires, it now stamps the customer name and quote reference straight into the subject line and body. So a reminder created from the Pending Quotes row for Sarah's quote #141 arrives as "Reminder for Sarah Mason (Quote #141)" — not a generic "Task: follow up on cake flavours".

Inline Tick-to-Complete

The right-hand activity feed used to be read-only — a list of what happened, click through to act on anything. Now every reminder in the feed has a small ✓ button on the right. One click marks it complete (with a strike-through to confirm), and it also refreshes the reminder count on the matching pending quote row immediately.

For a daily standup, this means you can sit on the CRM dashboard and tick reminders off as you action them. No round-trip through the customer profile.

A Typical Morning

Open CRM. Anything in red at the top of Pending Quotes hasn't had a follow-up reminder and went out a few days ago — send a chase email straight from the row. Check the assignee dropdown — anything unassigned? Pick someone. Tick off any reminders in the activity feed that you've already done. Click into Quotes Lost once a week to see what's been slipping through.

Five minutes, no tabs, no spreadsheets.

No Setup Required

Everything ships on every account today. Open CRM in the main nav to start using it. If you want reminder emails routed to a specific address by default, set it under Settings → Task Management → Customer reminders.

For a full guide, see our help centre article: .

As always, if you have questions or feedback, reach out to us at email@puree.app.