Customer Engagement
entries per page
| Customer Name | Customer Type | Project | Assigned To | Meeting | Notes/Activities | Last Contact | Project Progress (%) | Status | Engagement score |
|---|---|---|---|---|---|---|---|---|---|
Tiger Nixon |
New |
Social Media Campaign |
|
2 |
Discussed contract terms and delivery schedule. | 12 Feb 2026 |
|
Active |
|
Joyce Neal |
Returning |
SEO Optimization |
|
7 |
Scheduled demo for 15th Feb. | 30 Jan 2026 |
|
Active |
|
Ethan Ray |
VIP |
Product Launch |
|
5 |
Send contract draft by Friday. | 02 Feb 2026 |
|
Inactive |
|
Kelvin Yia |
VIP |
Market Analysis |
|
3 |
Uploaded signed NDA. | 15 Jan 2026 |
|
Active |
|
Ollivia Joy |
Returning |
ERP Implementation |
|
4 |
Sent revised quotation email. | 10 Jan 2026 |
|
Inactive |
|
Mark Lee |
New |
Content Marketing |
|
2 |
Phone call with client to review proposal. | 20 Feb 2026 |
|
Inactive |
|
Sophia Jackson |
New |
Inventory Automation |
|
1 |
Send contract draft by Wednesday. | 22 Feb 2026 |
|
Active |
|
Laura Taylor |
Returning |
Cloud Migration |
|
7 |
Follow-up next week. | 05 Jan 2026 |
|
Active |
|
Daniel Miller |
New |
Fleet Tracking System |
|
9 |
Phone call with client to review proposal. | 02 Jan 2026 |
|
Active |
|
Priya Sharma |
Returning |
Logistics Dashboard |
|
9 |
Phone call with client to review proposal. | 03 Feb 2026 |
|
Inactive |