Client Intake CRM

38 leads total

Disposition:

31

New Lead

0

Contacted

0

Proposal Sent

0

Contract Sent

7

Converted

0

Declined

Richard Powell
New Lead
rcpnyc67@gmail.com9176556334953 Deerfield Road
Richard Powell
New Lead
rcpnyc67@gmail.com9176556334953 Deerfield RdClosing Oct 1, 2026
Kim Saperstein
New Lead
9175580399709 Daniel’s Lane SagaponaxkClosing Oct 5, 2026
Eliot Rabin
New Lead
eliotrabin@gmail.com6464779009179 Shore Road Southampton Closing Nov 30, 2026
Roseann Spindel
New Lead
Requires Follow-up
rjspindel@gmail.com917371171159 Farm Field Road BH Closing Nov 12, 2026
Marilyn Vanscoyoc
New Lead
+1 (631) 880-124661 Edwards hole EH
Madeline Grant
New Lead
grantmadeleiner18@gmail.com63132906987 Kelli’s Way BH
Wendy Chaikin
New Lead
wchaikin@gmail.com917882337330 the crossways east hampton.
Dave Wagner
New Lead
coastalbydavid@yahoo.com6313242676237 Kings Point Road East HamptonClosing Oct 1, 2026
DAVID WAGNER
New Lead
coastalbydavid@yahoo.com5165829695237 Kings Point RdClosing Sep 1, 0026
Matt and Julia Himler
New Lead
mhimler@gmail.com516680070419 Greenway Dr East Hampton
Jayne Clare
New Lead
jaynec.121@gmail.com631875410545 Wooley St Southampton. Closing Sep 30, 2026
Diane Meltzer
Converted
ladydigolfer@gmail.com+1 (917) 301-133514 Fairway Ct Water Mill
Jayne Silberman
New Lead
jaynemsilberman@gmail.com917880014116 Cutter CT EH
Eva Centeno
New Lead
eva@mobilemoms.com9178827671205 White Street Southampton
Ashley Garrett
Converted
63 Old Mill River Road Pound Ridge Closing Sep 30, 2026
Evan Kulman
New Lead
knepster22@gmail.com180 South middle neck road 1J great neck
Joy Behar
New Lead
joybehar1@gmail.com+1 (646) 872-297997 Bay Street Sag
Katherine Turpan
New Lead
katherine@turpanonline.com516356471431 Joyce’s Way Bay Shore
Katherine Turpan
New Lead
katherine@turpanonline.com516356471431 Joyce’s Way Bay Shore, NY 11706Closing Oct 1, 2026
Lilly Dawson
New Lead
lillydawson1007@gmail.com9173596259651 Sagaponack road
Barbara Rodolitz
New Lead
Closed
— Chose another provider; unclear as to why
bgr0708@gmail.com5166625522285 flying point road Southampton
Jayne Rosenhaus
New Lead
Jayne.Rosenhaus@gmail.com(917) 375-745516 Elisha's Path Wainscott, NY 11975Closing Oct 31, 2026
Adam Cohen
New Lead
acohen52768@gmail.com3125137843515 The Greenway East Marion NYClosing Oct 1, 2026
Flora Delavalle
New Lead
Follow-up overdue
flora@modlingroup.com8459013340180 Main Street Sag Closing Jul 29, 2026
Eileen and Tom O’Hara
Converted
eileenohara@me.com516512417011 Amy’s Ct EH Closing Jul 22, 2026
Cindy and Jay Friedlander
Converted
cindylsf55@gmail.com201669909228 Brennan’s Moor Closing Oct 16, 2026
cindy Ferestien
New Lead
cindylsf55@gmail.com201-669-909228 Brennans Moor, Watermill, NY, 11976Closing Oct 16, 2026
Amanda Lipnick
New Lead
amanda.lipnick@gmail.com917847228461 hidden cove ct Southampton Closing Aug 17, 2026
Ira Kawaller
New Lead
igkawaller@gmail.com7189387812162 State Street, Brooklyn, NY 11201Closing Sep 1, 2026
Tara Lundquist
New Lead
tlundquist@ashleyfurniture.com2019560944170 Cedar St East Hampton, NY Closing Sep 8, 2026
Cindy Schnitzer
New Lead
ausgriffer@gmail.com61456003103 Bloom Ave East Hampton Closing Sep 10, 2027
Richard Zdyb
New Lead
Follow-up overdue
rzdyb@aol.com3157254050272 East Lake Mtk
Alisha Goldstein
Converted
alisha@janesmith.com9172099065Extra space
Patricia Pedersen
Converted
pfpedersen1@gmail.com91495490807 Thompson St Shoreham
Patricia Pedersen
New Lead
pfpedersen1@gmail.com91495490807 Thompson Street, Shoreham, NY 11786Closing Aug 14, 2026
Lynda DiBenedetto
New Lead
lynda.dibenedetto423@gmail.com631-806-4654Southampton InnClosing Jul 1, 2026
Linda Fujita
Converted
lindafujita@gmail.com989 Deerfield Road, Water Mill, NY 11976