Pipeline

Payments update deals automatically

Lead€20.4k

Lumen Retail€8.4k

Lead

Harbor & Co€12k

Lead

Proposal€40.7k

Northwind Labs€18.2k

Proposal

Oakbridge€22.5k

Proposal

Won€48k

Fieldstone€48k

Won

Ana Novak

Operations Lead · Northwind Labs

Won

Toana@northwind.io

SubjectInvoice INV-1042 · Northwind Labs

INV-1042.pdf · €18,200

Save draftSend email

Invoice INV-1042 sent to ana@northwind.ioDelivered

Receipt for €18,200 attachedPDF

Northwind Labs

€18,200 · Owner Mia Novak

Won

Payment of €18,200 receivedStripe · just now

Stage changed from Proposal to WonAutomatic · just now

Team notified in Slack#sales · now

VelmoraAPP · 10:42#sales

Book kickoff

Northwind Labs · 45 minutes · Ana Novak, Mia Novak

Book and invite

Reminders

Sent automatically before every meeting

AN

Ana NovakNorthwind Labs

Mobile+44 7700 900 482

MeetingThu 25 · 10:00

Send24 hours before

ChannelSMS

Ana confirmed the kickoffvia SMS

VelmoraText message

Hi Ana, your kickoff with Velmora is Thursday at 10:00. Reply C to confirm.

Delivered

C, see you Thursday!

Dashboard

Here is how September is going

Pipeline value€87.1k

Won this month€66.2k

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New contacts128

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