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
7 deals · $70,300 Export
Discovery 2

$12,70020%

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Proposal 2

$36,50050%

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Negotiation 1

$6,80075%

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Won 1

$9,500100%

Forma Objects
Forma — E-commerce launch
$9,500 100%
Referral
JW James Wilson
Ready for delivery
Oct 8 8d
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Lost 1

$4,8000%

Bloom Wellness
Bloom — Content sprint
$4,800 0%
Google Ads
EC Emma Chen
Timing
Oct 4 7d
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Drag deals between stages, or open a card to update its status. All amounts are CAD.

Connected records. Clear decisions. CAD · America/Toronto