SC

Emily Watson

Broker Owner · Northwind Realty

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Emily Watson

Broker Owner

Proposal
Lead Score92/100
emily@northwindrealty.com
+1 (212) 555-0188
New York, NY
Real Estate

Company Information

CompanyNorthwind Realty
IndustryReal Estate
PositionBroker Owner
Lead SourceReferral
Deal ValueAED 72K
Assigned ToMarcus Reid

Notes

Needs multi-agent CRM + commission tracking. Decision by month end.

AI Insight

High-intent prospect. Recommend moving to the next pipeline stage promptly.

Activity Timeline

Call2026-09-09 10:30

Discovery call — 25 min, strong interest.

by Sarah Chen

Email2026-09-09 09:15

Sent revised proposal with commission module.

by Marcus Reid

WhatsApp2026-09-08 16:45

Shared campaign analytics deck.

by Diego Santos

Meeting2026-09-09 14:00

Final negotiation meeting — contract terms agreed.

by Lena Fischer

Task2026-09-08 11:20

Prepared competitor comparison sheet.

by Priya Nair

Tasks

Send pilot agreement to Brightline

Today 5:00 PM

High

Follow up on proposal sign-off

Today 3:00 PM

High

Schedule competitor deep-dive demo

Tomorrow 11:00 AM

Medium

Follow-Ups

Jordan Avery

Call · Today 4:00 PM

Due

Emily Watson

Email · Today 5:30 PM

Due

Sofia Marin

WhatsApp · Overdue 1d

Overdue

Opportunities

Northwind Realty — Proposal

Open opportunity · Marcus Reid

AED 72K

92% likely