ProfitecProfitec CRM
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Tasks 13
Backlog 1
#50 Idea: shared proposal template libraryLow
Ethan Kaplan · 24-06-2026
Planned 5
#44 Prep Brightpath workshop agendaLow
Ethan Kaplan · 28-06-2026 10:00
#28 Send proposal follow-up to VertexMedium
Ethan Kaplan · 24-06-2026
#34 Validate Pulse data sourcesMedium
Ethan Kaplan · 08-07-2026
#22 Discovery prep for Vertex KYCMedium
Ethan Kaplan · 30-06-2026
#21 Connect Pulse publishing APIMedium
Ethan Kaplan · 01-07-2026
In Progress 3
#37 Investigate Pulse pipeline errorHigh
Ethan Kaplan · 25-06-2026
#25 Prepare proposal for Vertex FinTechHigh
Ethan Kaplan · 27-06-2026
#20 Tune Vertex escalation flowsHigh
Ethan Kaplan · 24-06-2026 14:30
Waiting 1
#16 Follow up on Vertex enterprise termsUrgent
Ethan Kaplan · 23-06-2026
In Review 0
Done 3
#15 Send Vertex support proposalHigh
Ethan Kaplan · 23-06-2026
#6 Demo Vertex support agentHigh
Ethan Kaplan · 18-06-2026
#5 Send Pulse weekly statusLow
Ethan Kaplan · 17-06-2026
Cancelled 0