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Pipeline

Qualified $96k

Meridian Group

$44,000 · Dana

Beacon Labs

$52,000 · Omar

Proposal $71k

Northwind Co

$38,500 · closes Fri

Atlas Freight

$32,500 · Maya

Won $58k

Harbor Legal

$58,000 · paid

Inbox

Re: Proposal for Northwind

Sounds good. Can you send the revised quote by Friday?

2m

Intro: Meridian Group

Dana said you are the person to talk to about...

1h

Demo booked: Atlas Freight

Tuesday 2:00 PM · from your booking page

3h

Agent approvals

12 follow-ups drafted overnight

Quiet deals, oldest first. Nothing sends without your yes.

Approve

3 invoices chased

Politely. With the payment link attached.

Review

This week

Demo: Atlas Freight

Tuesday 2:00 PM · booked from your page

Tue

Follow-up call: Northwind

Meet link attached · notes ready

Wed

4 open slots on Friday

Your booking page fills them while you work

Fri

Getting paid

INV-1042 · Northwind Co

$38,500 · card on file

Paid

INV-1043 · Meridian Group

$12,000 · reminder scheduled

Due Fri

Quote accepted: Beacon Labs

Converted to invoice in one click

1d

A platform for your entire sales process.

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A platform for your entire sales process.

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