search
Client Relationship Management
Discovery
12 Leads
$24.5k
trending_up 8%
Proposal
8 Leads
$112.0k
trending_up 14%
Negotiation
5 Leads
$89.2k
trending_down 3%
Closed
22 Won
$450.8k
stars Target Reached
Recent Leads
| Name | Company | AI Score | Status | Last Contact |
|---|---|---|---|---|
|
SK
Sarah Kincaid sarah.k@lumina.io |
Lumina Tech | bolt 98% | Qualified | 2 hours ago |
|
MB
Marcus Benning m.benning@vertex.com |
Vertex Corp | bolt 84% | Contacted | Yesterday |
|
AL
Aria Lowery aria@nexus.design |
Nexus Design | bolt 42% | Lead | 3 days ago |
|
DO
Daniel O'Connell dan@quantum.ai |
Quantum AI | bolt 91% | Qualified | 1 hour ago |
Action Items
3 High
assignment_late
Send Proposal to Sarah K.
Due today, 5:00 PM
call
Discovery call with Vertex
Tomorrow, 10:30 AM
schedule
Nurture sequence: Nexus Design
Scheduled for Friday
AI Insight Engine
High Conversion Probability
Quantum AI's engagement score increased by 40% this week. We suggest sending the 'Automated Workflow' case study now.