ProfitecProfitec CRM
Demo mode — You are exploring a sample workspace — data is fictional and changes reset automatically.
Tasks 38
Task ↑Priority ↑Status ↑ClientAssignee ↑CreatedDue
#50Idea: shared proposal template library—24-06-2026 00:0024-06-2026
#49Idea: weekly automation health digest—24-06-2026 00:0024-06-2026
#47Schedule Stride Fitness intro call—23-06-2026 00:0027-06-2026
#48Draft Summit POC pricing—23-06-2026 00:0005-07-2026
#46Research carrier APIs for Northwind—23-06-2026 00:0012-07-2026
#45Quarterly review with BlueOrbit CTOMark Sullivan23-06-2026 00:0019-07-2026 13:00
#42Review Q3 retainer scope with BlueOrbit—23-06-2026 00:0028-06-2026
#43Build Summit reporting POC outline—23-06-2026 00:0027-06-2026
#44Prep Brightpath workshop agenda—23-06-2026 00:0028-06-2026 10:00
#41Send onboarding docs to LuminaNathan Roth23-06-2026 00:0027-06-2026
#38Code review for Vertex agent—22-06-2026 00:0026-06-2026
#39Await Coastal content approval—22-06-2026 00:0029-06-2026
#40Update CRM data for Orbit Commerce—22-06-2026 00:0030-06-2026
#37Investigate Pulse pipeline error—22-06-2026 00:0025-06-2026
#28Send proposal follow-up to Vertex—22-06-2026 00:0024-06-2026
#29Review Lumina data model draft—22-06-2026 00:0024-06-2026
#30Draft Northwind carrier architecture—22-06-2026 00:0026-06-2026
#31Configure pipeline stages for Lumina—22-06-2026 00:0026-06-2026
#33Draft Cedar & Co intro deck—22-06-2026 00:0006-07-2026
#35Review BlueOrbit analytics design—22-06-2026 00:0010-07-2026
#36Plan Northwind phase 2 milestones—22-06-2026 00:0014-07-2026
#32QA automation workflow for Pulse—22-06-2026 00:0028-06-2026
#34Validate Pulse data sources—22-06-2026 00:0008-07-2026
#25Prepare proposal for Vertex FinTech—21-06-2026 00:0027-06-2026
#26Design Lumina scheduling bot flows—21-06-2026 00:0004-07-2026
#27Map Coastal lead routing process—21-06-2026 00:0002-07-2026
#23Run Northwind discovery session—21-06-2026 00:0024-06-2026 11:00
#24Confirm BlueOrbit renewal terms—21-06-2026 00:0024-06-2026 16:00
#19Scope Summit Ventures POC—20-06-2026 00:0023-06-2026
#20Tune Vertex escalation flows—20-06-2026 00:0024-06-2026 14:30
#21Connect Pulse publishing API—20-06-2026 00:0001-07-2026
#22Discovery prep for Vertex KYC—20-06-2026 00:0030-06-2026
#16Follow up on Vertex enterprise terms—19-06-2026 00:0023-06-2026
#17Prepare proposal for Lumina CRM Phase 2—19-06-2026 00:0022-06-2026
#18Ship Northwind dispatch module—19-06-2026 00:0003-07-2026
#14Resolve API rate limits for BlueOrbit—18-06-2026 00:0022-06-2026 15:00
#12Send Coastal GEO content for approval—17-06-2026 00:0021-06-2026
#10Re-engage Harbor Foods decision maker—16-06-2026 00:0020-06-2026