CRM
Activities
Calls, mail, meetings, SMS, WhatsApp — one timeline for the tenant, like Salesforce Chatter plus Pipedrive activities.
sms · 2026-08-15 13:05
Jonas delayed the property tour
Push Harbor qualify call to next week.
whatsapp · 2026-08-15 11:22
Mira confirmed legal review
GC loop starts Monday. Keep the quote frozen.
meeting · 2026-08-14 16:00
Prism discovery workshop
Lab telemetry sources mapped. Next: architecture sketch.
call · 2026-08-13 18:40
Security review with Slate
SSO + data-plane questions. Follow up with SOC2 pack.
email · 2026-08-12 15:10
Proposal sent — Northline expansion
Attached the 42-seat quote and implementation timeline.