Account owner

Sohrab Amin

Company

HelpingHands Foundation

Email

[email protected]

Estimated value

$10,000.00

Status

🤞 Lead

Expected close

April 5, 2023

Last contact

March 20, 2023

Phone

415 666 1234

Priority

Low

Pains

Customer struggles with Google DocsCustomer requires API integration

Tech

Google DocsAPI

Last edited by

S

Simon

Last edited

Sep 18, 2024 5:39 AM

Closed date

Background info

Berthe is the head of HR at a non-profit organization. She wants a solution to simplify their employee onboarding and performance management processes.

History of interactions

• Feb 18, 2023: Initial call, discussed organization's needs and pain points
• Mar 1, 2023: Product demo, Berthe expressed interest in customization options
• Mar 10, 2023: Sent additional information on custom features and pricing
• Mar 20, 2023: Follow-up call, discussed potential discounts for non-profit organizations

Requests/action items