Activities

Timeline of recent notes, calls, meetings and emails (10 seeded).

  1. email

    Sent proposal to Bright Finance

    Shared pricing tiers and implementation timeline.

    By Sofia Lima · Bright Finance · Risk dashboard — Bright Finance

  2. call

    Discovery call with Ana Silva

    Discussed platform licensing needs and Q3 budget.

    By Sofia Lima · NovaTech Solutions · Platform license — NovaTech

  3. note

    Warehouse IoT scoping

    Atlas requested PoC for three distribution centers.

    By Rafael Dias · Atlas Logistics · Warehouse IoT — Atlas

  4. meeting

    Onsite demo — Atlas Logistics

    Live demo of fleet analytics dashboard for ops team.

    By Rafael Dias · Atlas Logistics · Fleet analytics — Atlas

  5. call

    Follow-up with Pulse Health

    Confirmed stakeholder list for patient portal rollout.

    By Marina Souza · Pulse Health · Patient portal — Pulse Health

  6. note

    GreenField budget window

    Budget approval expected mid-August after harvest planning.

    By Rafael Dias · GreenField Agro · CRM rollout — GreenField

  7. meeting

    Horizon retail workshop

    Mapped omnichannel journey and integration points.

    By Sofia Lima · Horizon Retail · Omnichannel suite — Horizon

  8. email

    Skyline Media welcome pack

    Sent onboarding checklist after Won close.

    By Rafael Dias · Skyline Media · Content pipeline — Skyline

  9. note

    Urban Spaces closed Won

    Contract signed. Kickoff scheduled for August.

    By Marina Souza · Urban Spaces · Property CRM — Urban Spaces

  10. call

    Lost deal debrief — NovaTech add-on

    Chose competitor due to bundled support pricing.

    By Sofia Lima · NovaTech Solutions · Support add-on — NovaTech