Q
Quanta CRM
Dashboard
Parties
Pipeline
Tasks
Compliance
Audit Log
Signed in as
PS
Priya Shah
user
Pipeline
Sales pipeline across New Lead → Active.
Board
Table
New Lead
0 · $0
Empty
Qualified
2 · $62,500,000
Catherine Novaria
Jonas Weber
$2,500,000
Next: Intro call
New Lead
Qualified
Onboarding
Funded
Active
Move
Hadley Endowment
Jonas Weber
$60,000,000
Next: Schedule on-site
New Lead
Qualified
Onboarding
Funded
Active
Move
Onboarding
1 · $5,000,000
Stefan Koppel
Priya Shah
$5,000,000
Next: Collect source-of-funds doc
New Lead
Qualified
Onboarding
Funded
Active
Move
Funded
1 · $12,000,000
Cortex Family Office
Priya Shah
$12,000,000
Next: Initial funding complete; await activation
New Lead
Qualified
Onboarding
Funded
Active
Move
Active
1 · $25,000,000
Ariadne Macro Fund
Priya Shah
$25,000,000
Next: Confirm Q2 allocation
New Lead
Qualified
Onboarding
Funded
Active
Move