CRM
Lead capture, sales pipeline, and proposal tracking.
$279,000
Open Pipeline
4
Active Leads
43%
Win Rate
4
Follow-Ups Due
Sales Pipeline
New Lead1
Nova Tech Inc.
Nova Tech Inc.
$55,000Website
Updated Jul 8, 2026EV
Consultation1
The Alvarez Family
$31,000Google Search
Updated Jul 5, 2026MR
Proposal Sent1
Lauren Whitfield
Whitfield & Co.
$68,000Referral
Updated Jul 7, 2026MR
Negotiation1
Grand Meridian Hotels
Grand Meridian Hotels
$125,000Corporate Outreach
Updated Jul 8, 2026EV
Won3
Sarah & Daniel Kim
$42,500Instagram
Updated Jul 6, 2026MR
Priya & Arjun Mehta
$89,500Referral
Updated Jul 3, 2026MR
Brooklyn Youth Arts Fund
BYAF Gala Committee
$47,500Referral
Updated Jul 1, 2026EV
Lost1
The Ortiz Family
$18,000Instagram
Updated Jun 22, 2026MR
Follow-Up Tasks
Send discovery call recap + next steps
Nova Tech Inc. · Elena Vasquez
Follow up on venue walkthrough availability
The Alvarez Family · Marcus Reed
Confirm redlined contract turnaround
Grand Meridian Hotels · Elena Vasquez
Send updated proposal with AV add-ons
Lauren Whitfield · Marcus Reed