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Executive overview • AI CRM • April 9, 2026

Revenue Trend & AI Forecast

Pipeline by Qualification Score • AI Weighted

Leads Management

LEAD	COMPANY	QUAL SCORES	AI SCORE	ESTIMATE	STATUS	BUDGET	NEED	ACTIONS

Sales Pipeline • AI CRM Weighted

Prospecting

14

$1.4M

Qualified

19

$2.6M

Proposal

8

$1.1M

Negotiation

5

$920k

Closed Won

11

$2.1M

Current Opportunities • AI Status

Tasks & Follow-ups

Schedule Manager

Today • April 9, 2026

Analytics & Forecasting AI CRM POWERED

AI-Powered Forecast Breakdown (Next 90 Days)

Client Service & Reviews

CLIENT	LAST CONTACT	REVIEW SCORE	NEXT FOLLOW-UP

Maxwell Plumb Services

Professional plumbing, heating, cooling, fire protection, mechanical, water treatment and renovation services for commercial and residential clients.

Plumbing

Installation, repair, maintenance of commercial and residential plumbing systems.

Heating Systems

Boilers, furnaces, radiant heating – full design, installation and service.

Air Conditioning & Cooling

HVAC systems, chillers, ductless units, commercial cooling solutions.

Fire Protection

Sprinkler systems, fire pumps, standpipes, backflow prevention and certification.

Refrigeration

Commercial refrigeration, walk-in coolers, supermarket systems.

Backflow Prevention

Testing, certification, repair and installation of backflow devices.

Mechanical Contracting

Full mechanical systems for new construction and renovation projects.

Bathroom & Kitchen Remodels

Complete plumbing and fixture upgrades for residential and commercial spaces.

SENSE Water Treatment

Advanced clean water treatment systems driven by AI

AI CRM Integrations

Microsoft 365 + AI

Email • Calendar • AI reply suggestions

MAXHUB AI

Native AI lead qualification • Forecast engine • Real-time scoring

All integrations are live and AI-enhanced. Data is securely synced in real-time.

MAXHUB SALES PLATFORM