SALES WORKSPACE

CRM

Know the relationship. Own the next move.

Import contacts New deal

Open pipeline $56,000 5 active opportunities · CAD

New leads 1 Open the lead list

Tasks due 4 Open tasks

Recently won $9,500 1 won deals

A few moves can change the picture. 3 open deals need attention. Give each one a clear next step.

Review priorities

All deals Open Needs attention Won Lost

7 deals · $70,300 Export

Discovery 2

$12,70020%

Atlas Collective

Atlas — Digital growth platform

$8,500 20%

EP Ethan Parker

Book the discovery callOct 11

Bloom Wellness

Bloom — Growth partnership

$4,200 20%

Google Ads No next action

EC Emma Chen

Set next actionKeep the conversation moving

Add deal

Proposal 2

$36,50050%

Forma Objects

Forma — 2027 growth retainer

$24,000 60%

Referral

JW James Wilson

Share the retainer scopeOct 14

Northline Studio

Northline — Website redesign

$12,500 50%

Organic search Overdue follow-up

OB Olivia Bennett

Follow up on the redesign proposalOct 10

Add deal

Negotiation 1

$6,80075%

Maison & Co.

Maison — Brand & web

$6,800 75%

Website form Stage is aging

SL Sophie Laurent

Confirm decision-maker and launch dateOct 12

Add deal

Won 1

$9,500100%

Forma Objects

Forma — E-commerce launch

$9,500 100%

Referral

JW James Wilson

Ready for delivery

Add deal

Lost 1

$4,8000%

Bloom Wellness

Bloom — Content sprint

$4,800 0%

Google Ads

EC Emma Chen

Timing

Add deal

Drag deals between stages, or open a card to update its status. All amounts are CAD.

Connected records. Clear decisions. CAD · America/Toronto