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Carl FearbyAdministrator

Good morning, Carl👋

Here’s what’s happening with your CRM today.

Thursday, 27 August 2026

Total Contacts

2,543

↑12.5%

vs last 30 days

Open Deals

127

↑8.2%

vs last 30 days

Pipeline Value

£2.48M

↑15.3%

vs last 30 days

Tasks Due Today

18

↑3

vs yesterday

Won Deals (30d)

23

↑27.8%

vs last 30 days

Conversion Rate

18.6%

↑2.4%

vs last 30 days

Pipeline Overview

  1. Qualification£842,000 (34%)
  2. Proposal£621,000 (25%)
  3. Negotiation£542,000 (22%)
  4. Closing£331,000 (13%)
  5. Won£144,000 (6%)
Total Pipeline Value£2,480,000

Deals Over Time

020406080100MarJunSepDecMarMay

Upcoming Tasks

  • Follow up with Sarah JonesAcme Ltd • Proposal discussion
    10:30
  • Call with James SmithGlobal Corp • Demo
    14:00
  • Prepare quote for InitechEnterprise Plan • 50 users
    16:30

Recent Activity

  • Sarah Jones opened emailRe: Proposal for Enterprise Plan
    2m ago
  • Deal moved to ProposalAcme Ltd • £24,000
    15m ago
  • Note added by Carl FearbyCustomer interested in annual plan...
    1h ago

Top Performing Users

  • CF
    Carl Fearby
    £842,000
  • ED
    Emma Davis
    £621,000
  • MB
    Michael Brown
    £542,000
  1. Today

  2. Carl Fearby

    10:15

    Spoke with Sarah about the new pricing structure. She requested a custom solution for 50+ users.

    PricingEnterprise

  3. Emma Davis

    09:42

    Logged a call with James Smith. Discussed implementation timeline and requirements.

    Call
  4. Yesterday
  5. MB

    Michael Brown

    16:30

    Deal moved to Negotiation. Initech • £18,000

    Deal
  6. OW

    Olivia Wilson

    14:20

    Sent proposal to Global Corp. Waiting for feedback.

    Email
  7. NP

    Noah Patel

    11:05

    Added procurement contact and confirmed legal review starts tomorrow.

    LegalProcurement
  8. Monday
  9. SC

    Sophia Carter

    15:48

    Customer opened the renewal pack and viewed pricing twice.

    Renewal
  10. JS

    James Smith

    13:24

    Requested implementation call with security and platform leads.

    Implementation
  11. Last week
  12. MT

    Mia Thompson

    17:12

    Shared a draft migration plan and highlighted two integration risks.

    MigrationRisk
  13. EB

    Ethan Brooks

    10:36

    Demo replay sent to the buying committee with next-step checklist.

    Demo
OpusCRMv1.0.0
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