Vendors

Vendor pipeline by development stage

Pipeline stages

1 · Vendor Created: Vendor record exists in Zoho CRM (New / Initial Contact).
2 · Workflow Activated: Activate Workflow is on, or status is Ready to Send Questionnaire.
3 · Questionnaire / Outreach: Questionnaire has been sent (or status reached Questionnaire Sent).
4 · Products Pending Review: Questionnaire received — products are under review.
5 · Artwork: Artwork folder exists, or status is Artwork in Progress / Approval.
6 · Purchase Order: Quote, negotiations, packaging ordered, or production.
7 · Quality Check / Receipt: Sampling or samples approved.
8 · Billing: Packaging ordered / payment terms in place for quote+ vendors.
9 · Lifecycle: Onboarded, On Hold, or Inactive — end-of-pipeline outcomes.

CRM vendor status

New / Initial Contact: A newly created vendor or one in the first outreach stage.
Ready to Send Questionnaire: The vendor is ready for formal information gathering.
Questionnaire Sent / Received: The questionnaire is with the vendor or has been returned for review.
Artwork in Progress / Approval: Packaging artwork is being created or approved.
Sampling / Samples Approved: Samples are being evaluated or have passed review.
Quote Requested / Negotiations: Commercial pricing and terms are being collected or agreed.
Packaging Ordered / Production: Packaging or product manufacturing is underway.
Onboarded / On Hold / Inactive: The vendor is active, temporarily paused, or no longer active.

Board status

Completed: Vendor CRM status is Onboarded — development pipeline finished.
Manual gate: Needs a human action before automation continues (e.g. Activate Workflow not clicked yet, or artwork request / approval).
In progress: Actively moving through earlier stages — not waiting on a manual gate and not in a QB exception zone.
QB exception: Vendor is in Purchase Order or Billing — QuickBooks / commercial handoff zone that needs extra care.
Inactive: CRM Vendor Status is Inactive — excluded from active development work.
Certificate at risk: A certificate is expired or expires within 90 days. Can stack with other status chips.
Without stage: A vendor record that cannot be placed in a development stage from its current CRM data.

Records & filters

Category / Subcategory: The product or service classification assigned to a vendor.
Owner: The team member responsible for the vendor relationship.
Product / SKU / Unit Price: Items supplied by the vendor and their inventory and pricing details.
Purchase Order (PO): An order issued to the vendor, with its number, date, status, and total.
Unpaid Bill: A vendor bill with an outstanding balance or due date.
Last Activity: The latest recorded interaction or update in Zoho CRM.
Certificate Expiry: A filter for certificates expiring within 30, 60, or 90 days.
Board / Matrix: View each vendor in its current stage, or compare category-by-stage counts.
Search & Filters: Find vendors by name, category, owner, city, lifecycle, or certificate window.

Status

Click to filter

211 vendors

Vendor Created

181

3 Bros Cookies

Food & Beverage

Manual gate

Robert Bush

42d since last activity

App details →

ABCD Company

Activations & Events

Manual gate

Eric Baker

49d since last activity

App details →

ABCD Company

Activations & Events

Manual gate

Robert Bush

49d since last activity

App details →

Adver-wise through iPromoteU

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

African tourism union

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

Agent Daugherty

Professional Services

Manual gate

Robert Bush

49d since last activity

App details →

All Amercan Print Supply

Merchandise & Print

Manual gate

Eric Baker

49d since last activity

App details →

Amazon

Activations & Events

Manual gate

Eric Baker

49d since last activity

App details →

Angelino's Coffee

Coffee Product

Manual gate

Eric Baker

49d since last activity

App details →

Artizan Coffee

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

Athlete backed venture capital firms

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Athlete Marketing Intelligence

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Atlanta United FC

Activations & Events

Manual gateInitial Contact

Eric Baker

7d since last activity

App details →

Atlas

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

Baristi

Activations & Events

Manual gate

Robert Bush

49d since last activity

App details →

Believe Evan Carmichae

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Bellwether Coffee

Equipment & POS

Manual gateNew

Eric Baker

1d since last activity

App details →

Bernadette k

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Big Sky Brands

Flavours & Ingredients

Manual gate

Eric Baker

49d since last activity

App details →

Black Dog Venture Partners

Manual gate

Eric Baker

49d since last activity

App details →

Boot Coffee

Coffee Product

Manual gate

Robert Bush

49d since last activity

App details →

Botanie Soap

Other

Manual gateNew

Eric Baker

42d since last activity

App details →

Boxup

Packaging

Manual gate

Eric Baker

49d since last activity

App details →

BoxUp

Packaging

Manual gateNew

Eric Baker

42d since last activity

App details →

Breakfast club

Coffee Buns

Manual gateNew

Eric Baker

42d since last activity

App details →

CAASie App

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Chris Green

Manual gate

Robert Bush

49d since last activity

App details →

chris Newark

Manual gate

Robert Bush

49d since last activity

App details →

Click Here Digital

Marketing & Media

Manual gateInitial Contact

Eric Baker

Today

App details →

Club Quarters Hotel Rittenhouse Square

Other

Manual gateNew

Eric Baker

49d since last activity

App details →

Coffe Africa

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

Coffee Enterprises

Coffee Product

Manual gate

Robert Bush

49d since last activity

App details →

Coffee Lab International (CLI)

Coffee Product

Manual gate

Robert Bush

49d since last activity

App details →

Coffee Support

Coffee Roaster

Manual gate

Robert Bush

49d since last activity

App details →

Coffeelipe Colombian

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

Manual gateUnder Review

Eric Baker

49d since last activity

App details →

Corrugated Concepts & Packaging

Packaging

Manual gate

Robert Bush

49d since last activity

App details →

Covoya (Olam Speciality Coffee Europe)

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

Craft Beverage Ware House

Merchandise & Print

Manual gate

Eric Baker

49d since last activity

App details →

CRO Community

Activations & Events

Manual gateInitial Contact

Eric Baker

49d since last activity

App details →

Custom Boxes

Packaging

Manual gate

Eric Baker

49d since last activity

App details →

Custom Ink

Packaging

Manual gate

Robert Bush

49d since last activity

App details →

Custom Tees

Merchandise & Print

Manual gate

Robert Bush

49d since last activity

App details →

Dean Amy Giddings Temple Sports

Activations & Events

Manual gate

Eric Baker

49d since last activity

App details →

Decadent Beans

Manufacturing

Manual gate

Eric Baker

49d since last activity

App details →

Dogge Paddle

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

Doggy Paddle

Food & Beverage

Manual gate

Eric Baker

49d since last activity

App details →

Dutch Waffle

Food & Beverage

Manual gate

Eric Baker

49d since last activity

App details →

E-commerce

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Evolve Capital

Technology & Software

Manual gate

Eric Baker

49d since last activity

App details →

Excel3PL

Logistics

Manual gateInitial Contact

Eric Baker

42d since last activity

App details →

Fansidea

Merchandise & Print

Manual gate

Robert Bush

49d since last activity

App details →

Fathom

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Faust Distributing

Food & Beverage

Manual gate

Eric Baker

49d since last activity

App details →

Faux Pas

Merchandise & Print

Manual gate

Eric Baker

49d since last activity

App details →

Fellow

Equipment & POS

Manual gateInitial Contact

Eric Baker

7d since last activity

App details →

Forbes Advisors

Equipment & POS

Manual gate

Eric Baker

49d since last activity

App details →

Fred Leiter

Packaging

Manual gate

Eric Baker

49d since last activity

App details →

Fresh Brew ( Houston Roaster)

Coffee Roaster

Manual gate

Eric Baker

49d since last activity

App details →

FrontrowMD

Professional Services

Manual gate

Eric Baker

49d since last activity

App details →

Galaxy FBO

Manual gate

Eric Baker

49d since last activity

App details →

Gameday Hospitality LL

Activations & Events

Manual gate

Eric Baker

49d since last activity

App details →

Global Food Services Co.

Manual gate

Robert Bush

49d since last activity

App details →

Golden Waffles

Food & Beverage

Manual gate

Eric Baker

49d since last activity

App details →

Gordon Food Service

Coffee Product

Manual gateNew

Eric Baker

15d since last activity

App details →

Great Northern Corporation

Packaging

Manual gate

Eric Baker

46d since last activity

App details →

Grey Raven Group

Manufacturing

Manual gate

Eric Baker

49d since last activity

App details →

GSA.gov (PRAT)

Technology & Software

Manual gateNew

Eric Baker

7d since last activity

App details →

Gulf Coast Distillers

Manual gate

Eric Baker

49d since last activity

App details →

Gulf Coast Distillers

Food & Beverage

Manual gate

Eric Baker

49d since last activity

App details →

Halpern Import

Imports

Manual gateNew

Eric Baker

7d since last activity

App details →

Hawk Packaging (Anthony Galenzoga)

Packaging

Manual gate

Eric Baker

49d since last activity

App details →

Hunan Jinepin Ceramics Co., Ltd

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

Idea Stage

Merchandise & Print

Manual gate

Eric Baker

49d since last activity

App details →

Innopact

Technology & Software

Manual gateNew

Eric Baker

7d since last activity

App details →

Inroom Plus

Flavours & Ingredients

Manual gate

Eric Baker

49d since last activity

App details →

Insomnia Cookies

Coffee Product

Manual gate

Eric Baker

49d since last activity

App details →

International Plastics

Packaging

Manual gate

Eric Baker

49d since last activity

App details →

Investors Shift

Technology & Software

Manual gate

Eric Baker

49d since last activity

App details →

Jacobs

Manual gate

Eric Baker

49d since last activity

App details →

Jai Development

Coffee Product

Manual gate

Robert Bush

49d since last activity

App details →

James Boney (StroopWafels Shippers)

Food & Beverage

Manual gate

Eric Baker

49d since last activity

App details →

Josh Melo - Slique Media

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Kampus Clothing

Manual gate

Robert Bush

49d since last activity

App details →

Katz Coffee (Houston Roaster)

Coffee Roaster

Manual gate

Eric Baker

49d since last activity

App details →

Kehe (Julie Terrazzino)

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Kelly Rodino

Manual gate

Robert Bush

49d since last activity

App details →

Kesaruva

African Fashion Uniforms

Manual gateNew

Eric Baker

39d since last activity

App details →

L & K Coffee Company, L.L.C.

Manual gate

Robert Bush

49d since last activity

App details →

LCBO

Coffee Roaster

Manual gate

Eric Baker

49d since last activity

App details →

LMI Packaging

Packaging

Manual gateQuote Received

Eric Baker

14d since last activity

App details →

Lucus Simple Noted

Publishing & Print Media

Manual gate

Eric Baker

49d since last activity

App details →

Lumino Technologies Inc

Equipment & POS

Manual gate

Robert Bush

49d since last activity

App details →

Luna

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

Madhu Pareek

Professional Services

Manual gate

Eric Baker

49d since last activity

App details →

Magnum Coffee Roastery

Manual gate

Robert Bush

8d since last activity

App details →

Manish Jindal

Professional Services

Manual gate

Robert Bush

49d since last activity

App details →

Marketing Alphas

Manual gate

Robert Bush

49d since last activity

App details →

Marpipe

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Matt Wycoff Imperial Dade

Packaging

Manual gate

Eric Baker

49d since last activity

App details →

Mike and The Peaceful Profits Team

Publishing & Print Media

Manual gate

Robert Bush

49d since last activity

App details →

Mike Lee (OKF)

Coffee Product

Manual gate

Robert Bush

49d since last activity

App details →

Milk Glass NYC

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Mindy Ai studio

Technology & Software

Manual gate

Eric Baker

49d since last activity

App details →

MOGL Game Respects Game (Rich Tanksley)

Publishing & Print Media

Manual gate

Eric Baker

49d since last activity

App details →

Morrison Cup Solutions

Packaging

Manual gate

Robert Bush

49d since last activity

App details →

Mount Hagen

Coffee Product

Manual gate

Eric Baker

49d since last activity

App details →

Mr. Checkout

Manual gate

Eric Baker

49d since last activity

App details →

MTPAK COFFEE

Packaging

Manual gate

Eric Baker

49d since last activity

App details →

Neil Patel

Marketing & Media

Manual gate

Robert Bush

49d since last activity

App details →

New to the Street TV

Marketing & Media

Manual gateInitial Contact

Eric Baker

7d since last activity

App details →

No labels

Professional Services

Manual gate

Eric Baker

49d since last activity

App details →

Novative Printing

Merchandise & Print

Manual gate

Eric Baker

49d since last activity

App details →

Official Black wall Street

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Orleans

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

Orleans Coffee

Coffee Supplier

Manual gateNew

Eric Baker

7d since last activity

App details →

Pack Lane

Packaging

Manual gate

Robert Bush

49d since last activity

App details →

Peerspace

Manual gate

Eric Baker

49d since last activity

App details →

PEPCO Promotional

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Prince Ethiopian Coffee Ceremony

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

Printify

Manual gate

Eric Baker

49d since last activity

App details →

Quince

Manufacturing

Manual gate

Eric Baker

49d since last activity

App details →

Raindrop Agency

Manual gate

Eric Baker

49d since last activity

App details →

Refuel Agency

Marketing & Media

Manual gate

Robert Bush

49d since last activity

App details →

Roastify

Coffee Product

Manual gate

Eric Baker

49d since last activity

App details →

Roastronix

Equipment & POS

Manual gate

Eric Baker

49d since last activity

App details →

Rocket balls

Activations & Events

Manual gate

Eric Baker

10d since last activity

App details →

Rocket Lawyer

Logistics

Manual gate

Eric Baker

49d since last activity

App details →

Royal Cup

Packaging

Manual gate

Eric Baker

49d since last activity

App details →

Salesflex

Logistics

Manual gate

Eric Baker

1d since last activity

App details →

Sean McGuan

Manufacturing

Manual gate

Eric Baker

49d since last activity

App details →

Shea Butter Like Whoa

Merchandise & Print

Manual gate

Eric Baker

49d since last activity

App details →

Sili Pint

Cups

Manual gateNew

Eric Baker

2d since last activity

App details →

Simple Noted Thankyou Cards

Publishing & Print Media

Manual gate

Eric Baker

49d since last activity

App details →

SipWithMe

Manual gate

Eric Baker

42d since last activity

App details →

Sire Spirits

Food & Beverage

Manual gate

Eric Baker

49d since last activity

App details →

SkyTab

Equipment & POS

Manual gate

Eric Baker

49d since last activity

App details →

Sleeve A Message

Packaging

Manual gate

Robert Bush

49d since last activity

App details →

SLIQUE Media (Joshua)

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

SOMESUCH

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

Soundtrack

Music

Manual gateInitial Contact

Eric Baker

14d since last activity

App details →

Specialty Engraving

Merchandise & Print

Manual gate

Eric Baker

49d since last activity

App details →

Spines

Publishing & Print Media

Manual gate

Eric Baker

49d since last activity

App details →

Steeped

Coffee Supplier

Manual gate

Eric Baker

49d since last activity

App details →

Street Poller Media

Manual gate

Eric Baker

49d since last activity

App details →

Street Talk

Professional Services

Manual gate

Eric Baker

49d since last activity

App details →

SwagUp

Manual gate

Eric Baker

49d since last activity

App details →

T shirt Plus

Merchandise & Print

Manual gate

Eric Baker

49d since last activity

App details →

The Break Fast Club

Coffee Product

Manual gateNew

Eric Baker

49d since last activity

App details →

The School of Hard Knockz

Professional Services

Manual gate

Eric Baker

49d since last activity

App details →

Thermoplan

Equipment & POS

Manual gate

Eric Baker

49d since last activity

App details →

Tim Tam (Arnott's Biscuits Limited)

Manual gate

Eric Baker

49d since last activity

App details →

TipHaus

Equipment & POS

Manual gate

Robert Bush

49d since last activity

App details →

TipTon Mills

Packaging

Manual gate

Eric Baker

49d since last activity

App details →

Tom Campbell

Manual gate

Robert Bush

49d since last activity

App details →

Tootsie Rools

Coffee Product

Manual gateNew

Eric Baker

39d since last activity

App details →

Touring Coffee Roaster

Coffee Roaster

Manual gate

Robert Bush

49d since last activity

App details →

Track and Field Cards

Product Partner

Manual gateNew

Eric Baker

15d since last activity

App details →

Tracy Zheng Cai

Logistics

Manual gate

Robert Bush

49d since last activity

App details →

TradeMarks

Merchandise & Print

Manual gate

Eric Baker

49d since last activity

App details →

Tricor Braun

Packaging

Manual gate

Robert Bush

49d since last activity

App details →

Tyler Baxter

Flavours & Ingredients

Manual gate

Eric Baker

49d since last activity

App details →

Uline

Packaging

Manual gate

Eric Baker

49d since last activity

App details →

Uline

Manufacturing

Manual gate

Eric Baker

49d since last activity

App details →

Uncharted Pitches Venture Capital

Fund Raising

Manual gateNew

Eric Baker

8d since last activity

App details →

UniShippers

Logistics

Manual gate

Eric Baker

49d since last activity

App details →

Upclose Marketing

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

VandeMeester

Food & Beverage

Manual gate

Robert Bush

49d since last activity

App details →

Varsity Base

Merchandise & Print

Manual gate

Eric Baker

49d since last activity

App details →

Veritiv

Packaging

Manual gate

Eric Baker

49d since last activity

App details →

Villa Clara Cafe

Coffee Supplier

Manual gateNew

Eric Baker

15d since last activity

App details →

Web Restaurant Supply Store

Equipment & POS

Manual gate

Eric Baker

49d since last activity

App details →

Wikipedia.org

Other

Manual gate

Eric Baker

49d since last activity

App details →

Worldwide Chocolate

Food & Beverage

Manual gateNew

Eric Baker

41d since last activity

App details →

WOW Payment Solution

Equipment & POS

Manual gate

Eric Baker

49d since last activity

App details →

Wp dating

Technology & Software

Manual gate

Eric Baker

49d since last activity

App details →

XPS Shipper

Logistics

Manual gate

Eric Baker

49d since last activity

App details →

Yahoo Finance

Technology & Software

Manual gate

Eric Baker

49d since last activity

App details →

Yellow Whistle

Marketing & Media

Manual gate

Eric Baker

49d since last activity

App details →

zestard-easy-donation

Manual gate

Eric Baker

49d since last activity

App details →

Zoomph

Technology & Software

Manual gate

Eric Baker

49d since last activity

App details →

Workflow Activated

—

Questionnaire / Outreach

—