Internal Admin
Demo operations for leads, customers, quotes, contracts, billing, and imports.
This area shows how Alltech can keep named-account work, usage review, and customer handoffs in one operating surface without losing the phone-first service model.
Dashboard
The client walkthrough can move from lead to quote to agreement without changing tools.
This dashboard frames the demo story: Alltech can support named accounts, self-serve intake, usage import, and billing review from the same set of customer records.
Open leads
2
Prospects and draft named-account records.
Pending review quotes
1
Customer-facing quote links already staged.
Accepted quotes
1
Converged into downstream agreement status.
Shared onboardings
3
Self-serve and sales-assisted records together.
Lead creation, quote issue, and customer acceptance share the same customer lifecycle.
The workflow stays small on purpose: create a named account, build a quote, send the review link, and let acceptance land in the shared agreement and onboarding records instead of a one-off demo path.
1. Capture the account
Leads live on the shared company and contact records, not a separate CRM shadow table.
2. Send the quote
Drafts can be moved to customer review without changing navigation or spinning up a second subsystem.
3. Converge on acceptance
Accepted quotes create or update the same contract and onboarding records the portal already knows how to read.
Prototype footprint
Demo accounts: 7
Eligible products: 6
Active contracts: 2
Customer records: 3
Integration status
Mocked means the walkthrough shows the state and handoff without sending live documents, email, or meter sync events.
Feature flags
DocuSign live: false
Email live: true
PrintFleet sync: false
Usage import live: true