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app.getfiloo.com / deals / DEAL-000002
AC
Spring restock
Deal · Acme
$12,400 USD
Compose emailTask
ProposalStage 3 of 5
LeadQualifiedProposalNegotiationWon
Entry IDDEAL-000002
Deal ownerJonas Berg
Deal value$12,400
ContactMaya Lindqvist
CompanyAcme
Expected closeMay 14, 2026
DealsSpring restock
JB
Deal value$12,400+$1,200 since the quote
StageProposal3 of 5Moved 4 days ago
Expected closeMay 14In 12 days
Filoo AISuggested next step

Quote Q-0187 was sent Tuesday and Maya has not replied. Invoice INV-0041 is paid, and a follow-up task is due Friday.

Deal detailsLast updated Sep 20, 2026
Deal ownerJBJonas Berg
CompanyAcme
ContactMaya Lindqvist
CurrencyUSD
CreatedSep 19, 2026
SourceInbound · sales@
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CRM PlatformData PlatformOrganize all your business data.CommunicationConnect every customer conversation.CollaborationWork together in one place.Filoo AIGet more done with AI.
Agents & AutomationsWorkflowsBuild processes that run smoothly.SequencesAutomate personalized follow-ups.
GrowRevenueManage quotes, invoices, and payments.StoreSell products and services online.
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Data PlatformCommunicationCollaboration
ML
Maya Lindqvist
Purchasing lead · Harbor & Pine Supply Co.
Email · Re: Spring restock
Thanks, the quote looks right. Can we split the delivery?
Note · Jonas Berg
Warehouse can do two shipments. Update the quote.
Task · Revise quote Q-0187
Owner: you · Due Friday
Record updated
Role set to Purchasing lead
OwnerJonas Berg
Open deals1
Last contactTuesday
AI and automation

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Filoo AIWorkflowsSequences
TriggerDeal moves to ProposalRuns when a stage changes
ConditionNo reply within 3 daysChecks the linked email thread
Filoo AIDraft a follow-up emailPrepared for the deal owner to review
SequenceContinue the follow-up sequenceNext step is scheduled automatically
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RevenueStoreReportingIntelligence
Customer
Harbor & Pine Supply Co.Wholesale · 1 open deal
Active
Quote
Q-0187 · $12,400Spring restock, 240 units
Sent
Invoice
INV-0041 · $4,180Paid by bank transfer
Paid
Paid invoices · last 6 monthsSample data
Apr
May
Jun
Jul
Aug
Sep
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Deal fields
  • Deal valueCurrency
  • StageSelect
  • Expected closeDate
  • OwnerUser
  • Shipping termsText
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