Manage your tasks, emails, and calls
| Task | Contact | Local time | Deal | Due date |
|---|---|---|---|---|
Follow up with Kayla Smith?AI SuggestHighYou met with them yesterday This AI to-do will be removed tonight | Kayla Smith VP of Sales | 2:03 PM | DeepThink 1.0 | Today |
Georgia Wallace might be waiting to hear from youAI SuggestHighThey wrote you 3 days ago... This AI to-do will be removed tonight | Georgia Wallace Director, Sales Operations | 2:03 PM | Delphium 2.0 | Today |
Nudge Ben Patel?AI SuggestLooks like they didn't respond to your email 2 days... This AI to-do will be removed tonight | Ben Patel Regional Sales Manager | 1:03 PM | Cryptoglass 1.0 | Today |
Follow up with Brent Li?HighYou met with them 2 days ago This AI to-do will be removed tonight | Brent Li VP of Revenue Operations | 1:03 PM | Ottio 1.0 | Today |
Eric Juarez might be waiting to hear from youAI SuggestThey wrote you yesterday This AI to-do will be removed tonight | Eric Juarez Manager, Enterprise Sales | 1:03 PM | ApexMind 1.0 | Today |
Great time for an introYour first meeting with Alex is in 2 days This AI to-do will be removed tonight | Peter Alexander Director, Sales Development | 12:03 PM | Credax 2.0 | Today |
Prepare Q4 proposal for Wilson GroupAI SuggestHighDraft comprehensive proposal including pricing and timeline | Sarah Wilson Chief Operating Officer | 9:00 AM | Enterprise Suite 2024 | Tomorrow |
Review contract terms with legalSchedule meeting to finalize contract details | Michael Chen General Counsel | 2:00 PM | Legal Services Agreement | In 2 days |
Discovery call with new prospectInitial consultation to understand requirements | Jennifer Martinez Head of Procurement | 11:00 AM | Retail Analytics Platform | In 3 days |
Send product demo recordingHighFollow up from yesterday's demo session | David Thompson IT Director | 3:30 PM | IT Infrastructure Upgrade | Today |
Quarterly business review with Anderson CorpAI SuggestHighReview Q3 performance and discuss Q4 goals | Robert Anderson CEO | 10:00 AM | Annual Partnership | Dec 5 |
Send pricing proposal to Stellar SystemsHighCustom pricing for enterprise package | Amanda Lee CFO | 2:00 PM | Enterprise Package 2024 | Dec 8 |
Prepare demo for Phoenix IndustriesAI SuggestCustomize demo to showcase relevant features | James Phoenix VP of Technology | 3:00 PM | Tech Modernization | Dec 10 |
Follow-up call with Horizon VenturesDiscuss implementation timeline | Lisa Chen Project Manager | 11:30 AM | Implementation Phase 1 | Today |
Contract renewal reminder for Summit GroupAI SuggestHighContract expires end of month | Mark Summit Operations Director | 9:00 AM | Annual Renewal | In 3 days |
Prepare ROI analysis for Quantum LabsShow projected savings and benefits | Dr. Sarah Quantum Research Director | 1:00 PM | Research Platform | In 6 days |
Technical discussion with Atlas TechnologiesAI SuggestHighAddress integration questions | Tom Atlas CTO | 4:00 PM | System Integration | Dec 20 |
Send case studies to Meridian CorpShare relevant success stories | Patricia Meridian VP of Strategy | 10:30 AM | Strategic Partnership | Dec 22 |
Schedule training session for Apex SolutionsAI SuggestOnboarding for new users | Kevin Apex Training Manager | 2:30 PM | Team Onboarding | Dec 25 |
Monthly check-in with Vertex EnterprisesRegular touchpoint meeting | Rachel Vertex Account Manager | 11:00 AM | Ongoing Support | Dec 28 |