Microsoft 365 — Mail
14 mailboxes · 2-way sync
● ConnectedPhase 1
Microsoft 365 — Calendar
Meetings auto-logged to pursuits
● ConnectedPhase 1
Microsoft Teams
Calls captured · transcripts via Read AI
● ConnectedPhase 2
EntraID (SSO)
Single sign-on for all staff
● ConnectedPhase 1
Read AI
Meeting notes → recaps + tasks
● ConnectedPhase 1
Egnyte
Auto-folder per pursuit · file rollup
● ConnectedPhase 2
Jira
Auto-project on win · pre-proposal time flows back
● ConnectedPhase 2
MailChimp / Constant Contact
Outbound campaigns + result tracking
○ PlannedPhase 3
Twilio (Voice / SMS)
System-based calling & texting
○ PlannedPhase 3
Public enrichment
Auto-fill company & contact context
● ConnectedPhase 1