Dashboard
Every relationship, one workspace
68%
Relationship health
Stable network
Pipeline value
$110,900
Revenue forecast
$52,085
Open opportunities
6
Recent activity
Discovery call with Priya Shah
Walked through retainer scope for Q3.
2 days ago
Sent platform proposal outline
Shared a scoped outline and rough timeline.
6 days ago
Quarterly check-in with Mika Ito
Confirmed renewal, no changes to scope.
yesterday
Flagged budget concerns
Dana asked for a lower-tier pricing option.
3 days ago
Proposal walkthrough with Lee Park
Reviewed SOW line by line.
4 days ago
Renewal confirmed
Fenwick signed the annual contract.
1 week ago
AI summary

Three relationships strengthened this week — Bright Labs, Fenwick Ltd, and Anchor Design Co all had positive touchpoints. Highline Partners has gone quiet for 23 days; consider a check-in before the follow-on conversation cools.

Upcoming meetings
Discovery callNova Studio
Today, 2:00 PM
Renewal reviewFenwick Ltd
Tomorrow, 10:30 AM
Board syncRidgeway Capital
Fri, 9:00 AM