SA

CRM Dashboard

Welcome back! Here's what's happening.

Total Contacts

8

All records

Active Deals

5

In pipeline

Pipeline Value

$291k

Est. revenue

Won This Month

1

Closed won

Contacts
NameCompanyStatusLast Contact
SC
Sarah Chen
sarah.chen@luminarylabs.io
Luminary Labsactive2026-04-10
MT
Marcus Thompson
m.thompson@nexusdigital.com
Nexus Digitalactive2026-04-09
PP
Priya Patel
priya@apexventures.co
Apex Ventureslead2026-04-07
JO
James Okafor
james.okafor@stratoscloud.net
Stratos Cloudactive2026-04-05
ER
Emily Russo
emily@meridianagency.com
Meridian Agencyinactive2026-03-22
DK
David Kim
dkim@voltasystems.dev
Volta Systemsactive2026-04-11
AN
Aisha Nwosu
aisha.nwosu@crestlabs.ai
Crest Labslead2026-04-13
TB
Tom Bergstrom
tom.b@solarbridgetech.com
Solarbridge Techinactive2026-03-15
Recent Activity
SC

Sarah Chen called Luminary Labs — renewal check-in

2 hours ago

MT

Marcus Thompson sent email to Nexus Digital — contract terms

3 hours ago

JO

James Okafor created deal for Stratos Cloud — Platform Integration

Yesterday at 4:30 PM

AN

Aisha Nwosu updated status of Crest Labs — moved to Lead

Yesterday at 2:05 PM

DK

David Kim scheduled meeting with Volta Systems — upgrade demo

Yesterday at 11:20 AM

ER

Emily Russo sent email to Meridian Agency — following up on proposal

2 days ago

TB

Tom Bergstrom called Solarbridge Tech — initial discovery

3 days ago

PP

Priya Patel scheduled meeting with Apex Ventures — onboarding walkthrough

4 days ago

Deal Pipeline

lead1
AI Feature Bundle
Crest Labs
$62k20% prob.
Aisha Nwosu
qualified1
Starter to Pro
Volta Systems
$24k40% prob.
David Kim
proposal1
Platform Integration
Stratos Cloud
$85k55% prob.
James Okafor
negotiation1
Enterprise Upgrade
Luminary Labs
$120k75% prob.
Sarah Chen
closed won1
Pro Plan Renewal
Nexus Digital
$48k100% prob.
Marcus Thompson