Discovery Call with Sarah
2 days ago
Discussed their current infrastructure challenges and timeline for decision.
SJSarah Johnson
TechCorp Enterprise LicenseSent Proposal to Michael
2 days ago
Sent the revised proposal with updated pricing and timeline.
MCMichael Chen
Innovate.io Platform MigrationProduct Demo with Emily
Yesterday
Scheduled demo to showcase platform features.
EWEmily Williams
StartupXYZ Initial SetupPending
Prepare Contract for Enterprise Co.
3 days ago
Draft the contract terms for legal review.
JRJames Rodriguez
Enterprise Co. IntegrationPending
Competitive Analysis Update
3 days ago
Updated competitive positioning for NexGen deal.
NexGen Custom Development
Follow-up with David
5 days ago
Check in on decision timeline and address any concerns.
DPDavid Park
NexGen Custom DevelopmentQuarterly Review with TechCorp
6 days ago
Review account health and expansion opportunities.
SJSarah Johnson
Sent Onboarding Materials
3/1/2026
Welcome email with getting started documentation.
LTLisa Thompson
GlobalTech Renewal