TechCorp Inc.
Activity Timeline
Proposal Sent — Sent updated pricing proposal with enterprise features and volume discount
Mar 20, 2026 at 3:45 PM — Alex Morgan
Product Demo — 45-minute demo with John Davis and engineering team. Positive feedback on automation features.
Mar 18, 2026 at 2:00 PM — Alex Morgan
Stage Changed — Moved from Qualified to Proposal
Mar 17, 2026 at 10:30 AM
Discovery Call — Discussed current pain points with existing CRM. Budget approved for Q2.
Mar 15, 2026 at 11:00 AM — Sarah Miller
File Uploaded — Requirements_Document.pdf
Mar 14, 2026 at 4:20 PM — John Davis
Note Added — Client needs SSO integration and custom API access. Decision maker is CTO, not VP Sales.
Mar 12, 2026 at 9:00 AM — Alex Morgan
Stage Changed — Moved from Lead to Qualified
Mar 10, 2026 at 2:15 PM
Initial Outreach — Cold email sent to John Davis introducing SalesCRM Pro
Mar 6, 2026 at 8:30 AM — Alex Morgan
Deal Information
Deal Value$45,000
StageProposal
Probability60%
Expected CloseApr 15, 2026
SourceCold Outreach
OwnerAlex Morgan
CreatedMar 6, 2026
Days in Pipeline16 days
Associated Contacts
John Davis
VP of Engineering, TechCorp Inc.
Rebecca Palmer
CTO, TechCorp Inc.
Tom Nguyen
Procurement Manager, TechCorp Inc.
Files & Attachments
Proposal_TechCorp_v2.pdf Download
Requirements_Document.docx Download
Pricing_Breakdown.xlsx Download
Tasks
Follow up on proposal feedback
Schedule meeting with CTO
Prepare contract draft
Send product demo recording
Notes