crm-153

Live demo — fictional data

All contacts

Sofia Ramirez

Marketing DirectorCascade Outfitterssofia@cascadeoutfitters.com(503) 555-0178

Hot leadNewsletter

Open

$18,000

Won

$0

Deals

1

Timeline

  • Maya Reynolds logged an outbound email · last week

    Sent timeline + estimate

    18-week plan with photography sprint in August.

  • Maya Reynolds logged an inbound call (35 min) · 2 weeks ago

    Scope call

    Sofia confirmed budget approval for the redesign. Wants launch by early November for holiday traffic.

  • Maya Reynolds logged a meeting · last month

    Store walkthrough in Portland

    Toured the flagship store, talked through how online should mirror the in-store experience.

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Deals

  • Ecommerce redesign — Cascade Outfitters

    Qualified$18,000

Open tasks

  • Book product photographer for Cascade sprint

    Due tomorrow

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