Follow-Up Reminders
Never miss a critical follow-up.
Call Michael Scott
Discuss Q3 pricing
2pm
Email Marketing Team
Send assets
Now
Review Contract
Internal sync
Contact Profiles
Centralized customer information.
SB
Sarah Baker
VP of Sales at TechFlow
Email sent
Today, 10:23 AM
Meeting scheduled
Yesterday, 2:00 PM
Task Management
Manage daily sales tasks.
Prepare Q3 Slides
JD
Call New Leads
ME
Update CRM
AS
Sales Pipeline
Visualize deals at every stage.
Qualified
2
Acme Corp License
$12,000
Globex Enterprise
$45,000
Mix Trade LLC
$78,000
Email Integration
Sync emails with CRM records.
DS
David Smith
to me
10:45 AM
proposal_v2.pdf
Follow-Up Reminders
Never miss a critical follow-up.
Call Michael Scott
Discuss Q3 pricing
2pm
Email Marketing Team
Send assets
Now
Review Contract
Internal sync
Contact Profiles
Centralized customer information.
SB
Sarah Baker
VP of Sales at TechFlow
Email sent
Today, 10:23 AM
Meeting scheduled
Yesterday, 2:00 PM
Task Management
Manage daily sales tasks.
Prepare Q3 Slides
JD
Call New Leads
ME
Update CRM
AS
Sales Pipeline
Visualize deals at every stage.
Qualified
2
Acme Corp License
$12,000
Globex Enterprise
$45,000
Mix Trade LLC
$78,000
Email Integration
Sync emails with CRM records.
DS
David Smith
to me
10:45 AM
proposal_v2.pdf
Follow-Up Reminders
Never miss a critical follow-up.
Call Michael Scott
Discuss Q3 pricing
2pm
Email Marketing Team
Send assets
Now
Review Contract
Internal sync
Contact Profiles
Centralized customer information.
SB
Sarah Baker
VP of Sales at TechFlow
Email sent
Today, 10:23 AM
Meeting scheduled
Yesterday, 2:00 PM
Task Management
Manage daily sales tasks.
Prepare Q3 Slides
JD
Call New Leads
ME
Update CRM
AS
Sales Pipeline
Visualize deals at every stage.
Qualified
2
Acme Corp License
$12,000
Globex Enterprise
$45,000
Mix Trade LLC
$78,000
Email Integration
Sync emails with CRM records.
DS
David Smith
to me
10:45 AM
proposal_v2.pdf