Good afternoon, Pavan
MOffer Acme Corp a 15% retention discountMeera · waiting 2hDA firmer second nudge on invoice #482Dev · waiting 45mMMeridian Labs needs a call from youMeera · waiting 10m
Agent Activity
Today
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Meera2:10 pmWaiting for You
Flagged Acme Corp as a churn risk and drafted a retention offer — it's waiting for you.
Acme CorpReview →
M
Meera — Sent the renewal check-in to Northwind with your edit — kept it short, skipped the pitch.1:24 pm
Northwind
A
Aarav — Invoiced Beacon Design $1,800 after their payment came in, and updated their record.11:02 am
Beacon Design
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Meera — Reviewed 38 renewals — 35 look healthy, 3 needed attention.9:07 am
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Meera — Escalated Meridian Labs to you — 3 failed payments and 30 days of silence is beyond my remit.9:05 am
Meridian Labs
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Dev8:45 amWaiting for You
Checked 12 open invoices — 11 on track, invoice #482 needs a firmer nudge (waiting for you).
Invoice #482Review →
Yesterday
A
Aarav — Recorded a $950 payment from Kite Studio and marked invoice #479 as paid.Yesterday, 4:38 pm
Kite Studio
D
Dev — Sent a friendly first reminder to Verma & Sons on invoice #480 — you approved it as drafted.Yesterday, 3:12 pm
Invoice #480
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Meera — Noticed Beacon Design's usage climbing — logged them as an expansion candidate for next quarter.Yesterday, 11:20 am
Beacon Design
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Aarav — Reconciled the week — 9 payments in ($14,200), all matched to invoices, no gaps.Yesterday, 9:30 am