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Tony CRM (Prototype)
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⚡ Austin Visuals Internal

Prospect CRM (Prototype)

Accordion view for feedback — data below is sample only.
New today
6
Via info@ + website
Needs follow-up
14
Past 48 hours
Auto-flagged spam
9
Waiting review
01
Landon Lockwood
landon313@gmail.com · Last contact Mar 24 (Matt)
Owner: Matt
▼
Confirm Dropbox uploads + remind about source files
$25k verbal
Dropbox →
NDA signed · file intake
Collecting 10–20 reference files for Adam. Tony is monitoring the intake folder hourly and alerting Matt.
02
Maya Ortega · Impact Labs
maya@impactlabs.io · Last contact Mar 24 (Nancy)
New
Owner: Nancy
▼
Send capabilities deck + budget range
$18–22k est.
Not created
Inbound form · needs reply
Needs 3-minute biotech product video. Requested samples + pricing; waiting on Nancy’s response.
03
Chris Baker · Metroma
cbaker@metroma.com · Last contact Mar 22 (Matt)
Waiting on client
Owner: Matt
▼
Follow-up if no PO by Apr 2
$42k
Dropbox →
Proposal sent · procurement review
Pipeline safety series. Proposal + deck delivered; they’re waiting on procurement approval.
04
SEO Blast Agency
hello@seoblast.co · Last contact Mar 23 (Auto)
Spam
Owner: Tony
▼
Await review
n/a
n/a
Auto-flagged spam
Generic SEO pitch. Flagged by Tony; awaiting human confirmation before delete.
05
Jasmine Keller · BayCare
jkeller@baycare.org · Last contact Mar 20 (Nancy)
Owner: Nancy
▼
Schedule storyboard review
$30k
Dropbox →
Waiting to book meeting
Healthcare explainer. Storyboard draft ready; Nancy needs to book review call.
06
Derek Hsu · PetroNova
dhsu@petronova.com · Last contact Mar 18 (Matt)
Waiting on client
Owner: Matt
▼
Client promised decision by Mar 29
$55k
Dropbox →
Legal + procurement
Industrial safety training modules. All paperwork submitted; waiting for final sign-off.
07
Amanda Ruiz · Horizon Holograms
amanda@horizonholo.com · Last contact Mar 21 (Tony draft)
New
Owner: Tony (drafting)
▼
Send intro email once Matt approves draft
$12k
Not created
Awaiting Matt approval
Hologram demo for trade show. Tony prepared email draft from Matt’s notes; waiting for SEND confirmation.
08
Bryan Chen · StratEdge
bchen@stratedge.ai · Last contact Mar 15 (Nancy)
Parked 6 months
Owner: Nancy
▼
Revisit in September unless they ping sooner
$80k (on hold)
Dropbox →
Client asked to pause
AI platform launch video. Budget approved but internal marketing freeze until Q4.
09
Olivia Santos · City of Austin
olivia.santos@austin.gov · Last contact Mar 25 (Matt)
Owner: Matt
▼
Prep RFP response outline
$60k RFP
Dropbox →
RFP release expected Apr 5
City wants a public safety animation package. Matt needs to sketch scope before RFP drops.
10
Nadia Rahman · Skyline Med
nrahman@skylinemed.com · Last contact Mar 23 (Tony)
Waiting on client
Owner: Tony assist
▼
Client promised brand guidelines by Mar 27
$28k
Dropbox →
Waiting on assets
Tony routed their reference deck into Dropbox; now waiting on brand guide before Matt scopes.