Sales workspace

Activities

Plan calls, meetings and follow-ups across your sales pipeline.

Activity pulse

Follow-up load is active

6 open actions are shaping the current relationship rhythm across active accounts.

3 due today4 upcoming

Open actions

6

Requires attention

Conversations

4

Calls + meetings

Next window

4

Scheduled ahead

Completion

14%

1 actions closed

Active window

Monday, August 10

Today's relationship moves

2 open1 executed
ExecutedCall

Pricing call with Río Norte Labs

Review enterprise pricing, implementation scope and annual contract terms.

Federico Costa/Río Norte Labs
10:30 AM
Owner
MF
Decision pointMeeting

CRM workflow review

Walk through pipeline requirements and reporting needs with the Brava Digital team.

Mateo Silva/Brava Digital
1:00 PM
Owner
MF

Decision context scheduled

Follow-upEmail

Follow up on proposal

Send revised commercial terms and confirm next review date.

Carolina Méndez/Nexo Systems
3:15 PM
Owner
FC

Follow-up queued

Next window

Scheduled ahead

Upcoming account moves

4 queued
Decision pointMeeting

Implementation planning

Discuss rollout timeline, team onboarding and ownership structure.

Sofía Acosta/Ronda Studio
Tomorrow · 9:30 AM
Owner
LR

Decision context scheduled

ConversationCall

Contract review call

Review remaining legal questions before moving the deal forward.

Valentina Ferraro/Brava Digital
Tomorrow · 2:00 PM
Owner
MF

Conversation pending

Follow-upEmail

Send onboarding overview

Share workspace setup details and onboarding expectations.

Valentina Ferraro/Southpeak Finance
Aug 12 · 11:00 AM
Owner
CM

Follow-up queued

ContextNote

Update account context

Document key stakeholders and expansion opportunities for the account.

Mateo Silva/Harbor & Co.
Aug 12 · 4:30 PM
Owner
MF

Account context pending