ProfitecProfitec CRM
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Leads

Prospects not yet converted to a client, company or deal.

7
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0
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0
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AllAaron BergerEthan KaplanJonah AdlerTalia BrandtClosed
Leads 14
Name ↑Company ↑SourceStatus ↑Owner ↑Urgency ↑Importance ↑ServiceNext actionCreated
#14Nathan RothLumina HealthInstagramJAJonah AdlerHighHighCRM SetupAddress pricing questions · 2026-06-262026-06-22
#13Maya GoldBrightpath EducationTelegramEKEthan KaplanLowMediumAI Strategy WorkshopShare workshop outline · 2026-06-292026-06-20
#12Robert HayesCedar & Co LegalWebsiteABAaron BergerMediumMediumBusiness Process AutomationBook intro call · 2026-06-282026-06-19
#11David MizrahiOrbit CommerceLinkedInJAJonah AdlerMediumMediumAI AgentsSend intro deck · 2026-06-262026-06-18
#10Thomas ReedSummit VenturesLinkedInJAJonah AdlerMediumMediumPilot / POCScope the POC · 2026-06-272026-06-16
#9Liora Ben DavidCoastal RealtyNetworkingABAaron BergerMediumMediumWebsite AIO/GEO OptimizationFollow up on proposal · 2026-06-272026-06-12
#8Hannah LeviStride FitnessTelegramTBTalia BrandtLowMediumCRM SetupConfirm budget · 2026-06-282026-06-04
#7Eli ShapiroMeridian RetailWhatsAppABAaron BergerMediumHighCustom AI DevelopmentClosed2026-05-25
#6Emily CarterBlueOrbit SaaSWebsiteTBTalia BrandtMediumHighMonthly RetainerRetainer active · 2026-05-252026-05-25
#5Noah AdlerHelix AppsWebsiteJAJonah AdlerLowLowAI AgentsNo further action2026-05-22
#4Daniel AvrahamNorthwind LogisticsReferralABAaron BergerHighHighBusiness Process AutomationIn delivery · 2026-04-252026-05-20
#3Sarah CohenVertex FinTechReferralEKEthan KaplanHighHighAI AgentsActive engagement · 2026-05-052026-05-17
#2Grace TurnerGreenfield ManufacturingReferralEKEthan KaplanMediumMediumCRM SetupClosed2026-05-15
#1Olivia BennettPulse MediaWebsiteEKEthan KaplanHighHighAI Automation ConsultingOnboarded as client · 2026-06-042026-05-11