The CRM now shows you the whole relationship — and flags the ones going quiet

Winning work is a relationships game, but the evidence lives scattered: contacts in one list, bid history in another, and "when did we last talk to them?" in nobody's head reliably. The CRM view pulls it into one screen.

The overview breaks your book of business down by relationship type — General Contractors, Owners, Specifiers, Vendors — with active bids, pipeline dollars, and win rate per group. Click into any group and the rail lists your target accounts first, each carrying its win rate, open bids, and how long since you last engaged them.

Open a company and you get the whole relationship on one page: every contact with their buying role (and a warning when someone's decision-maker seat is empty), every pursuit and every job in execution, win rate against that GC, and partnership details where they apply.

The part that earns its keep is Needs Attention — a standing list on the CRM home that catches what slips:

• Dormant target accounts — no project together in three years. The relationship you're about to lose by accident.
• Partnerships expiring — manufacturer programs inside their 60-day renewal window, soonest first.
• Coverage gaps — target accounts where you don't have a decision-maker or budget-holder contact on file.

Each row drills straight into the company so you can act on it, not just read about it. And the view reads your existing records — engagement logs, partnership dates, project outcomes, even contact work history ("now at Swinerton") — so it stays honest without new data entry.