Pisak · Commercial Workspace

PISAK / OVERVIEW

Commercial overview

Your priorities across Baltic retail accounts.

ACTION QUEUE

Needs attention

Due and upcoming work

Upcoming commercial datesOverdue + next 30 days

High-priority opportunities

Recent account activity

Additional queues Attention items and follow-ups · still available here

Attention nowOverdue / today

Follow-ups due now

PISAK / ACCOUNTS

Accounts

Your approved commercial opportunities. Open any account to edit and log activity.

Account	Commercial line	Stage	Priority	Next action	Due	Actions

Staging area for AI-found prospects. Future agents will write here first — nothing reaches Leads without your approval.

Show rejected

Prospect	Co.	Commercial line	Channel	Confidence	Source	Why it fits	Suggested prio	Actions

Scheduled contacts & follow-ups

Every dated account action due or coming up within seven days, including buyer replies, unanswered outreach and planned contact. Recording a reply does not automatically close a task. To complete or reschedule it, open the account and log what happened.

Account	Commercial line	Action type	Reply recorded	Scheduled for	Next step	Actions

Recorded buyer replies Reference only — not necessarily unfinished work

A reply remains part of the account record when its status changes. This historical list does not mean that every account needs another follow-up. Only a scheduled date creates a dated action above.

Prospect	Co.	Commercial line	Reply	Last reply	Status	Next action

Latest timeline events across all prospects. Gmail / Communication Tracker events will appear here once backend sync is connected.

Human review surface for future agents. Agents may research and propose; consequential changes remain yours to approve.

Profile enrichment proposals

Verified profile/contact research may be proposed here. Applying a proposal re-checks the prospect version and duplicate risk.

Prospect	Commercial line	Proposed changes	Reason / sources	Proposed	Actions

Prospecting journal

Research memory for the future Prospector Agent: what was reviewed, why, and when it may be worth revisiting.

Reviewed	Company	Co.	Commercial line	Outcome	Reason	Revisit	Source

Shared team settings. Changes are saved to your CRM.

Follow-up & agents

Default follow-up delay (business days)

Max AI pitch drafts per day

Prospecting frequency

Require approval before candidates become leads

Allow auto-send emails

Emails must be reviewed and sent manually. No email integration is connected.

Scope

Estonia (EE)

Latvia (LV)

Lithuania (LT)

Pan-Baltic

Country scope is read by future prospecting workflows. Commercial-line scope is managed below. Viwa is intentionally out of scope for this CRM.

Portfolio / commercial lines

Use separate commercial lines when buyer/category ownership differs. Unused custom lines can be deleted; once a line is used by a CRM record, deactivate it instead.

Pisak CRM

Pisak. R4FCommercial Workspace · EE · LV · LT