CRM

All contacts (79)

Contact Status Email / Phone Last activity Owner Actions
AK
Anna Kowalska TechStart Sp. z o.o.
Customer anna@techstart.pl 3 days ago
TL
Tomasz L.
MN
Marek Nowak GreenBuild
Lead +48 600 123 456 Today
AW
Anna W.
KW
Katarzyna Wisniewska MediaPro Agency
Partner k.wisniewska@mediapro.pl 1 week ago
TL
Tomasz L.
PZ
Piotr Zielinski BuildWorks
Lead p.zielinski@buildworks.pl No activity
AW
Anna W.
RM
Robert Mazur RetailPlus
Customer +48 512 987 654 Yesterday
KD
Katarzyna D.
AK
Anna Kowalska
TechStart Sp. z o.o.
Customer High
Emailanna@techstart.pl
Phone+48 512 345 678
PositionCEO
SourceReferral
AddressWarszawa
OwnerTomasz Lewandowski

Business info

Deal value
12 000 zł
Stage
Proposal
Probability
65%
Close date
12.05.2026

Tags

VIP Marketing New

Activity timeline

  • Proposal sent via email 17.04.2026 14:32
    Sent detailed proposal with pricing and timeline. Attached: Proposal-v2.pdf
  • Discovery call 15.04.2026 10:00
    45-minute call. Client is interested in the Business plan, wants to discuss custom integrations.
  • Demo meeting 10.04.2026 09:00
    Product demo at client office. Positive feedback on the CRM and onboarding modules.
  • Status changed to Customer 08.04.2026

Notes

Follow-up tasks

  • Call back 15.04.2026
  • Send proposal 18.04.2026
  • Schedule demo 22.04.2026
  • Reminder in 3 days 20.04.2026

Attachments

  • Proposal-v2.pdf 1.2 MB
  • meeting-notes.jpg 480 KB
  • contract-draft.docx 78 KB
New
4
Piotr Zielinski
BuildWorks
4 500 zł 22.04.2026
Website
AW
Jan Nowak
FinServ Group
18 000 zł 30.04.2026
Referral
TL
Contacted
3
Marek Nowak
GreenBuild
9 800 zł 28.04.2026
Cold outreach
AW
Ewa Kaminska
LogiFlow
3 200 zł 05.05.2026
Social media
MN
Qualified
2
Tomasz Wojcik
NextDev
24 500 zł 12.05.2026
Referral
TL
Proposal
2
Anna Kowalska
TechStart
12 000 zł 12.05.2026
Referral
TL
Robert Mazur
RetailPlus
7 600 zł 15.05.2026
Website
KD
Won / Lost
3
Katarzyna Wisniewska
MediaPro
15 000 zł ✓ 10.04.2026
Referral
TL

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