Reflectal
●
Partner CRM
Overview
Tracker
CRM
RPHA
📊 Dashboard
+ Add org
Export CSV
Backup
Restore
Auto-fill staff
Reset
Pipeline dashboard
Funnel pipeline (AU basis, $/yr)
Top changes since last Friday
Other activity
Organisation
⇅
Stage
⇅
Source
R&D opt-in
Contacts
Funnel
⇅
$ Potential/yr
⇅
Notes
Next meeting
⇅
Updated
⇅
✕
Stages
select any that apply
Source
Unknown
Grant consortia
EMCoP member
Existing contact
Warm intro
Cold outreach
Referral
Inbound
Organisation size
Staff (Australia)
🔒
Staff (global)
🔒
Includes contractors
🔍 AU employees
🔍 Global employees
Executive sponsor
Active
Next meeting
Demo
Briefing
Trial discussion
Check-in
Contract
Other
✕
R&D opt-in status
R&D opted in
Interested
Unknown
Declined
Approvals
Ethics or internal approval required
Contacts
Copy emails
+ Add
Name
Email
Role
Key
Funnel
Notes
Specific needs
Q&A / comments
Post
Delete org
Add meeting
Partner / organisation
Date
Type
Demo
Briefing
Trial discussion
Check-in
Contract
Other
Notes
Delete
Cancel
Save