ERP Suite

Activities

Track all your customer interactions

Activity Timeline

Sunday, June 25, 2023

  • Sent follow-up email

    02:30 PM with John Doe from Acme Inc

    Discussed proposal details and timeline

  • Sales call

    11:00 AM with Sarah Miller from TechStart Inc

    Initial discussion about their needs

Saturday, June 24, 2023

  • Product demo

    03:00 PM with Robert Johnson from Global Systems

    Showed new features, client was impressed

  • Prepare proposal

    09:00 AM with Emily Davis from Innovative Solutions

    Completed draft proposal for review

Friday, June 23, 2023

  • Sent pricing information

    04:45 PM with Michael Wilson from Digital Dynamics

    Provided detailed pricing structure

  • Follow-up call

    01:15 PM with Jessica Brown from NextGen Services

    Client requested additional information

Thursday, June 22, 2023

  • Contract negotiation

    10:30 AM with David Miller from Future Enterprises

    Discussed terms and conditions

  • Update client records

    08:00 AM with Jennifer Taylor from Strategic Partners

    Updated contact information and notes

Wednesday, June 21, 2023

  • Welcome email

    03:30 PM with Andrew Clark from Metro Finance

    Sent welcome package and next steps

  • Kickoff meeting

    11:00 AM with Lisa Moore from Quantum Analytics

    Project kickoff meeting with team