NeonCRM - Modern CRM Solution

Welcome back, Sarah!

Total Contacts

248

12% vs last month

Active Deals

5% vs last month

Deal Value

$124,500

8% vs last month

Tasks Due

3% vs last month

Deal Pipeline

Recent Activities

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New deal added

Acme Corp - $12,000

2 hours ago

Task completed

Follow up with client

5 hours ago

New contact added

John Smith from TechCorp

1 day ago

New document uploaded

Contract_AcmeCorp.pdf

2 days ago

Upcoming Tasks

View All

Follow up with Acme Corp

Due tomorrow

Deal

Prepare quarterly report

Due in 2 days

Report

Call potential client

Due in 3 days

Contact

Top Deals

View All

Acme Corporation

$24,000

75% complete Expected close: May 15

TechStart Inc.

$18,500

50% complete Expected close: June 1

Global Solutions

$32,000

30% complete Expected close: June 15

Contacts

Name	Company	Email	Phone	Last Contact
JD John Doe Sales Manager	Acme Corporation	john.doe@acme.com	(555) 123-4567	2 days ago
SM Sarah Miller Marketing Director	TechStart Inc.	sarah.m@techstart.com	(555) 987-6543	1 week ago
RJ Robert Johnson CTO	Global Solutions	robert.j@global.com	(555) 456-7890	3 days ago
EW Emily Wilson Product Manager	Innovate Co.	emily.w@innovate.com	(555) 789-0123	1 day ago
MB Michael Brown CEO	NextGen Tech	michael.b@nextgen.com	(555) 234-5678	5 days ago

Showing 1 to 5 of 24 results

Companies

Acme Corporation

Technology

24 contacts

5 active deals

$124,500 pipeline

TechStart Inc.

Software

18 contacts

3 active deals

$87,000 pipeline

Global Solutions

Consulting

32 contacts

7 active deals

$210,000 pipeline

Innovate Co.

Design

12 contacts

2 active deals

$45,000 pipeline

NextGen Tech

8 contacts

1 active deal

$32,000 pipeline

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Deals

Deal Name	Company	Amount	Stage	Expected Close	Owner
Enterprise Software	Acme Corporation	$24,000	Proposal	May 15, 2023	Sarah J.
Marketing Services	TechStart Inc.	$18,500	Negotiation	June 1, 2023	Mike T.
Consulting Project	Global Solutions	$32,000	Discovery	June 15, 2023	Lisa M.
Website Redesign	Innovate Co.	$12,500	Qualification	May 30, 2023	David K.
AI Implementation	NextGen Tech	$37,500	Closed Won	May 5, 2023	Sarah J.

Showing 1 to 5 of 18 results

Tasks

Follow up with Acme Corp about proposal

Due tomorrow

Deal

Prepare quarterly sales report

Due in 2 days

Report

Schedule meeting with TechStart team

Due today

Meeting