Cruma handled 2 items while you were away. 2 things need your attention today.
View all →Needs you
Re-engagement email ready to send
Largest inactive client by LTV. 47 days silent. Renewal window opens July 1.
Reply to expansion inquiry
Tom asked about a second location project. High-value opportunity — your call on pricing.
Activity
Invoice reminder sent
Sent 14-day overdue reminder for invoice #1047 ($3,200). Tone matched your previous exchanges.
9:42 AM
Re-engagement drafted
Drafted a check-in for Priya — last contact was 47 days ago, contract renewal window opens next month.
9:18 AM
Reply drafted
Tom asked about expanding to a second location. Drafted response with your usual project timeline language.
8:55 AM
Invoice marked paid
Invoice #1044 payment of $7,500 confirmed in QuickBooks. Sent receipt and thank-you note automatically.
8:31 AM
3 invoices generated
End-of-month invoices for Kaplan Group, Moritz & Co, and Sato Design created from project data.
Yesterday, 6:12 PM
Monitoring: contract renewal
Contract expires in 21 days. Cruma will draft a renewal reminder if no action by June 30.
Yesterday, 3:44 PM
This week
18
Handled
items
$10.7k
Recovered
in payments
6
Drafted
replies
~4 hrs
Saved
estimated
Integrations
Gmail
QuickBooks
Invoicing
HubSpot
CRM
Scheduled
Invoice #1047 — 2nd reminder
Marcus Reid · Tomorrow, if unpaid
Contract renewal prompt
James Moritz · Jun 30