Client Profile
Manage your client relationships and track interactions
Sarah Reynolds
CEO, TechInnovate
Last Contact
Today, 10:30 AM
Deal Value
$24,500
Probability
Quick Actions
Contact Details
Address
123 Innovation Drive, San Francisco, CA 94103
Phone
(415) 555-0123
sarah@techinnovate.com
Company
TechInnovate Inc.
Recent Activity
Email Sent
Today, 10:30 AMSent proposal for enterprise package
Meeting Notes
Yesterday, 2:15 PMDiscussed integration requirements and timeline
Phone Call
Yesterday, 11:30 AMFollow-up on pricing questions
Deal Updated
May 12, 4:45 PMProbability increased to 65%
Notes
Meeting Notes - May 15, 2023
Sarah expressed interest in our enterprise package. Discussed timeline for implementation and potential integrations with their existing systems.
Email - May 14, 2023
Follow-up on pricing questions. Clarified the SLA and support options for enterprise clients.
Sales Pipeline
Current stage: Proposal Sent
Proposal Sent
Deal value: $24,500
Sent proposal for enterprise package on May 15
Initial Contact
Deal value: $24,500
Initial contact established on May 10
Qualification
Deal value: $24,500
Qualified as enterprise client on May 5
Discovery Call
Deal value: $24,500
Discovery call completed on May 1
Team Members
Deal Details
Deal Stage
Proposal Sent
Next Contact
June 15, 2023
Owner
John Doe
Probability
65%