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AI summary

Sara is the decision maker for a 120-seat Scale plan. Budget is approved; the remaining blocker is SSO setup time. Sending the security whitepaper and offering a 30-minute IT call this week should move the deal to negotiation.

Open deals

Pipeline

  • Orbitly · Scale plan

    Proposal

    $61,500

    64%

  • Orbitly · Onboarding

    Qualified

    $8,000

    40%

Engagement

↑ 38% this month

Activity

  • Nova (AI) summarised the last call

    Today, 10:42

    Budget approved for 120 seats. Decision expected by Nov 12. Main concern: SSO setup time.

  • Email opened · Proposal v2

    Yesterday, 16:20

    Opened 4 times, shared with 2 colleagues.

  • Call with Sara Kim · 32 min

    Nov 3, 11:00

    Walked through security review and pricing tiers.

  • Demo completed

    Oct 28, 15:00

    Live demo for 6 stakeholders from Operations and IT.