Kinetik Capital · CRM

Dashboard

Pipeline at a glance

Pipeline value

$430,000

Won this month

$500,000

Open leads

5

Open tasks

4

Pipeline by stage

Lead

1

$45,000

Qualified

1

$110,000

Proposal

1

$180,000

Negotiation

1

$95,000

Won

2

$500,000

Lost

0

$0

Recent activity

taskSend SBA term sheet to Marcus Webb

Follow-up Thursday 3pm

Marcus Webb

smsSMS reply

Yes, interested. Call me Thursday 3pm.

Marcus Webb

callDiscovery call — strong fit

Talked through working capital needs, $280K

Angela Russo

noteObjection logged: personal guarantee concern

Priya hesitant on PG — flag for objection clinic

Priya Anand

meetingFollow-up demo scheduled

Daniel Cho

Open tasks

Send Russo signed line agreement

Angela Russo

May 26, 9:00 PM

Send Anand restructured equipment quote

Priya Anand

May 27, 3:00 PM

Follow up Cho with PO equipment options

Daniel Cho

May 28, 2:00 PM

Call Marcus Webb at 3pm Thu

Marcus Webb

May 28, 7:00 PM