B2B CRM
Follow-ups
Scheduled sales actions to keep every account moving.
| Company | Contact | Task | Due Date | Owner | Priority |
|---|---|---|---|---|---|
| Jain Engineering Works | Kunal Jain | Confirm delivery schedule for coupling order | 2026-08-16 | Rajiv Agarwal | High |
| Chola Precision Tools | Meera Sundaram | Follow up on negotiated pricing for shaft order | 2026-08-17 | Priya Nair | High |
| Singh Auto Components | Harpreet Singh | Send technical datasheet for bearing housing | 2026-08-18 | Rajiv Agarwal | Medium |
| Deccan Fabricators | Anil Deshpande | Re-engage dormant account, share new catalogue | 2026-08-20 | Priya Nair | Low |
| Ali Steel Traders | Farhan Ali | Clarify wear plate MOQ requirement | 2026-08-16 | Priya Nair | Medium |
| Chauhan Industrial Supplies | Vikram Chauhan | Share custom manufacturing capability deck | 2026-08-19 | Rajiv Agarwal | High |
CompanyJain Engineering Works
ContactKunal Jain
TaskConfirm delivery schedule for coupling order
Due Date2026-08-16
OwnerRajiv Agarwal
PriorityHigh
CompanyChola Precision Tools
ContactMeera Sundaram
TaskFollow up on negotiated pricing for shaft order
Due Date2026-08-17
OwnerPriya Nair
PriorityHigh
CompanySingh Auto Components
ContactHarpreet Singh
TaskSend technical datasheet for bearing housing
Due Date2026-08-18
OwnerRajiv Agarwal
PriorityMedium
CompanyDeccan Fabricators
ContactAnil Deshpande
TaskRe-engage dormant account, share new catalogue
Due Date2026-08-20
OwnerPriya Nair
PriorityLow
CompanyAli Steel Traders
ContactFarhan Ali
TaskClarify wear plate MOQ requirement
Due Date2026-08-16
OwnerPriya Nair
PriorityMedium
CompanyChauhan Industrial Supplies
ContactVikram Chauhan
TaskShare custom manufacturing capability deck
Due Date2026-08-19
OwnerRajiv Agarwal
PriorityHigh