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Business Summary
Tuesday, July 15, 2025
Tomorrow
Discovery call — Rivera Group Holdings
highWeekly demo — Voss Aesthetics
highProposal deadline — Fontaine Real Estate
highFollow-up: NexGen Consulting
mediumEOD review
lowActivity Log
Leads & Alerts
Rivera Group Holdings
Wants client portal + booking system. Ready to sign. Follow up on contract.
Voss Aesthetics Clinic
Medical spa. Needs patient portal and online scheduling. Demo went well.
Fontaine Real Estate
Lead gen funnel + CRM integration. Evaluating two vendors.
NexGen Consulting
Internal ops dashboard. Budget approved. Waiting on internal sign-off.
Notifications
Marcus Rivera opened the proposal email — 3 times.
10 min ago
New inquiry: Law firm in Makati — client portal request.
45 min ago
Voss Aesthetics signed the NDA.
2 hours ago
Stripe payment confirmed — $3,500 deposit from NexGen.
3 hours ago
Proposal follow-up for Fontaine overdue by 1 day.
5 hours ago
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