CRM Pipeline

Manage your deals and customer relationships

Deal Pipeline

Total Value: $573,000
Qualified
3

Acme Corp

$45,000

J

John Doe

12 days

Tech Ltd

$28,000

J

Jane Smith

8 days

StartUp Inc

$18,000

M

Mike Lee

5 days
Proposal
2

Global Inc

$65,000

S

Sarah Chen

18 days

Data Systems

$32,000

T

Tom Brown

14 days
Negotiation
2

Enterprise Co

$125,000

L

Lisa Wong

25 days

Cloud Nine

$87,000

A

Alex Kim

20 days
Closed Won
2

Success Ltd

$95,000

E

Emma Davis

32 days

Winner Corp

$78,000

D

David Park

28 days

Today's Schedule

3 tasks remaining

Call with Acme Corp

10:00 AM

Discuss Q4 budget allocation

Follow up proposal

11:30 AM

Send revised pricing to Global Inc

Product demo

2:00 PM

Demo for Enterprise Co team

Prepare quarterly report

4:00 PM

Q3 sales performance review

Contract negotiation

5:30 PM

Final terms with Cloud Nine

Key Contacts

Recent interactions

SJ

Sarah Johnson

hot

CEO

Tech Solutions

MC

Michael Chen

warm

CTO

Digital Agency

ER

Emily Rodriguez

new

VP Sales

Enterprise Corp

Total Leads

384

23.5%

Conversion Rate

24.8%

1.2%

Lead Trend

Last 6 weeks

Lead Sources

Website 45%
Referral 28%
Social 18%
Other 9%