Montreal, QC · Q3 2026
Demo workspace · Not real CRM data
Calls, emails, meetings, and notes on the working deals.
| Activities | Type | Accounts | Due | Status |
|---|---|---|---|---|
| Cedar & Pine — counsel on MSA redlines Nadia Chen | Call | Cedar & Pine Credit Union | Aug 21, 2026 | Overdue |
| PixelForge — expired studio quote Julien Moreau | PixelForge Studios | Aug 28, 2026 | Overdue | |
| Lumen Grid — Calgary working session Priya Shah | Meeting | Lumen Grid Energy | Sep 9, 2026 | Planned |
| Northern Harvest — finance discovery Priya Shah | Call | Northern Harvest Foods | Sep 5, 2026 | Planned |
| Helios — return security questionnaire Julien Moreau | Helios Manufacturing | Sep 8, 2026 | Planned | |
| MediCore — multi-year term with CIO Julien Moreau | Meeting | MediCore Santé | Sep 10, 2026 | Planned |
| Win notes — Horizon national rollout Nadia Chen | Note | Horizon Logistics Inc. | Apr 18, 2026 | Done |
| Loss recap — Beacon Legal RFP Priya Shah | Note | Beacon Legal LLP | May 9, 2026 | Done |
| First call — Harborline Insurance Amélie Roy | Call | — | Sep 4, 2026 | Planned |