Boxed In CRM

Pipeline Deals

open deals

Weighted Value

$17,200.00

probability-adjusted

Follow-Ups Due

needs attention

Orders MTD

this month

Reorders Due

quarterly contacts

Reorders Due quarterly contacts past 60 days

89d ago

Priya Sharma

Luma Tech

Recent Activity

Today

Moved to Quote Sent

Yesterday

Quote sent — Summer Appreciation Boxes — 45 units at $100

Yesterday

March Speaker Gifts — assembly 80% complete

2 days ago

Lookbook sent — Q1 Client Appreciation lookbook to Marcus

2 days ago

Stellaris Events — Spring Gala ($3,750)

3 days ago

Follow-up call — Raj confirmed interest in move-in packages

3 days ago

Luma Tech — Summer Appreciation deposit

Tasks 1 overdue

Mar 15

Ship March speaker gifts

Jordan · urgent

Assembly nearly done — confirm shipping address with Elena.

Mar 16

Send lookbook to Harbour Digital

Jordan · high

Anita wants premium options — include top-tier lookbook.

Mar 17

Follow up with Marcus Tran

Jordan · high

Check if Pacific Wealth reviewed the lookbook — move to quote if ready.

Mar 18

Prepare Luma reorder proposal

Jordan · medium

Luma is quarterly — last fulfilled order was Dec 2025. Propose summer boxes.

Mar 19

Invoice Stellaris for March speakers

Jordan · medium

Order in progress — issue invoice on delivery.