Oakline Furniture
Jonas Weber
$3,800
Inbound from trade show form.
Today 2026-10-12
Know who to call next.
Track every deal from first contact to signature, watch your target, and never miss a follow-up.
Add a deal
Monthly target
$17,200 of $40,000
43% there · $22,800 to go
Open pipeline
$74,200
6 active deals
Win rate
67%
2 won · 1 lost
Follow-ups due
2
Brightside Dental Group, Oakline Furniture
Pipeline
New leads
2 · $9,400Verde Market Co-op
Elena Ruiz
$5,600
Follow up 2026-10-17
Contacted
1 · $24,900Kestrel Logistics
Priya Raman
$24,900
Demo booked with ops team.
Follow up 2026-10-15
Proposal sent
2 · $21,500Brightside Dental Group
Dr. Omar Haddad
$6,200
Sent proposal Friday, no reply yet.
Overdue 2026-10-10
Redwood Credit Union
Tom Alvarez
$15,300
Needs SSO and a security questionnaire.
Follow up 2026-10-14
Negotiation
1 · $18,400Harbor & Pine Hotels
Marta Lindqvist
$18,400
Wants 12-month price lock. Legal reviewing terms.
Follow up 2026-10-13
Won
2 · $17,200Tidewater Printing
Hal Brooks
$7,400
Onboarding starts next week.
Northgate Clinic
Sam Okafor
$9,800
Signed 3-year contract.
Lost
1 · $4,100Lumen Studio
Chloe Park
$4,100
Went with a cheaper competitor.