CRM Integration Phase 2

Proposal$125,000Est. close: Aug 1, 2026

Deal progression

QualificationJun 20

DiscoveryJul 2

ProposalJul 16

Negotiation

Closed

Activity feed

Proposal sent to Jack Sullivan

Jul 16

Urgent — client requested pricing before end of month.

Stakeholders

Arca Finance

Owner: Diego Ramirez

JS

Jack Sullivan

Controller

Decision Maker

Documents

CRM_Integration_Scope.pdf

1.1 MB · Jul 16