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CRM / Engage

Pearl Tran

Customer
People operations at Northline Architects · Owner: Marcus Reed · Added Apr 9, 2025
ActivityConversations4OpportunitiesAppointments2OrdersApps

Activity

Tuesday, September 29

  1. Email received

    Yes please, I’ll book a time.

    Open conversation
  2. Email sent by Marcus Reed

    Happy to, Pearl! At 40 lb a month the Sunrise is $13.20/lb with free delivery in Portland. Want to come by for a tasting first?

    Open conversation

Monday, September 28

  1. Email received
    Quote for Sunrise Espresso

    Could we get a quote for about 40 lb a month of the Sunrise Espresso Blend?

    Open conversation

Tuesday, September 22

  1. Wholesale tasting completed
    With Marcus Reed
    View appointment

Wednesday, September 16

  1. Wholesale tasting booked
    Sep 22, 2026 at 1:00 PM with Marcus Reed
    View appointment

Wednesday, September 9

  1. Viewed Wholesale menu
    wholesale.brightwave.coffee/menu

Sunday, September 6

  1. Viewed Book a tasting
    go.brightwave.coffee/wholesale/book

Thursday, September 3

  1. Enrolled in Wholesale lead nurture
    Completed
    View automation

Monday, August 31

  1. Viewed Book a tasting
    go.brightwave.coffee/wholesale/book

Saturday, August 29

  1. Viewed Wholesale menu
    wholesale.brightwave.coffee/menu

Friday, July 31

  1. Discovery call marked as no-show
    With Marcus Reed
    View appointment

Saturday, July 25

  1. Discovery call booked
    Jul 31, 2026 at 9:00 AM with Marcus Reed
    View appointment

Saturday, June 13

  1. Enrolled in Wholesale lead nurture
    Completed
    View automation

Friday, April 3

  1. SMS received

    Yes please, I’ll book a time.

    Open conversation

Thursday, April 2

  1. SMS sent by Marcus Reed

    Happy to, Pearl! At 40 lb a month the Sunrise is $13.20/lb with free delivery in Portland. Want to come by for a tasting first?

    Open conversation
  2. SMS received

    Could we get a quote for about 40 lb a month of the Sunrise Espresso Blend?

    Open conversation

Monday, March 9

  1. SMS sent by Marcus Reed

    Done: 60 lb on Tuesday’s delivery.

    Open conversation
  2. SMS received

    Can we bump next week’s order to 60 lb? Busy weekend ahead.

    Open conversation

Friday, February 27

  1. Email sent by Marcus Reed

    Good catch: the second line was a duplicate. Priya sent a corrected invoice this morning.

    Open conversation
  2. Email received
    September invoice

    Our September invoice shows two deliveries on the 18th. Can you check?

    Open conversation

Apr 19, 2025

  1. Marcus Reed logged a call
    17 min · Holiday blend order

Apr 9, 2025

  1. Submitted Wholesale inquiry
    go.brightwave.coffee/wholesale/inquiry

    Business name: Northline Architects Type of business: Office Coffee per month: 20–50 lb Interested in: Espresso program, Equipment lease, Batch brew

    View submission
  2. Contact created
    Source: Website form · Wholesale inquiry