Good evening, Ace 👋
Here's what's happening in your Straticus CRM — Friday, July 17.
Total Contacts
1,247
↑ +34 this week
Pipeline Value
$284,500
18 active deals
Unread Conversations
23
5 SMS · 14 Email · 4 Calls
Today's Appointments
4
All 4 completed ✓
Opportunity Pipeline
$284,500 total value · 6 stages
New Lead
34 contacts
$42,000
Qualified
18 contacts
$67,500
Proposal Sent
11 contacts
$89,000
Negotiation
6 contacts
$54,000
Won ✓
22 contacts
$32,000
Lost
8 contacts
Won Rate: 73%
Avg Deal: $15,800
Conversations
23 unread
Open Inbox →
SMS
Sarah Chen
Yes I'm interested in the Pro plan, can we schedule a call this week?
12m ago
Marcus Webb
Following up on the proposal you sent last week about the enterprise tier…
1h ago
📞
Priya Nair
Inbound call — 4m 32s
3h ago
SMS
Jordan Blake
Hey just checking in, did you get my last message about the demo?
5h ago
Taylor Kim
Invoice received, payment processing now. Thanks for the quick turnaround.
Yesterday
Recent Contacts
SC
Sarah Chen
hot-lead enterprise
2h ago
MW
Marcus Webb
straticus-paid
5h ago
PN
Priya Nair
trial
Yesterday
JB
Jordan Blake
cold
Yesterday
TK
Taylor Kim
straticus-paid vip
2d ago
AR
Alex Rivera
qualified
3d ago
View All Contacts →
Today · July 17
4
10:00 AM
Discovery Call
Sarah Chen Zoom
1:30 PM
Demo Session
Marcus Webb Google Meet
3:00 PM
Onboarding
Priya Nair Phone
4:30 PM
Strategy Review
Taylor Kim Zoom
All 4 appointments completed ✓
Quick Actions
Add Contact
New SMS
Book Appt
View Pipeline
Activity Feed
Live
New Contact
Jordan Blake joined via landing page form
8m ago
Opportunity
Sarah Chen moved to Proposal Sent stage
22m ago
Appointment
Marcus Webb confirmed 1:30 PM demo session
45m ago
SMS Sent
Automated follow-up sent to Priya Nair
1h ago
Deal Won
Alex Rivera closed $8,500 deal — Congratulations! 🎉
2h ago
New Contact
Taylor Kim joined via referral link
3h ago
Workflow
New Lead automation fired for Jordan Blake
8m ago
Call
Priya Nair inbound call completed — 4m 32s
3h ago