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planful finance.

Planful Finance

Financial Services

Lake Oswego, Or, United States Of America

1-10 employees

Your Organizational Collective Activity

View your organizations’ collective activity with Planful Finance to find the best way to reach out

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-->,

***

<--,

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Last interaction was ** days ago.
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***** and *** are the closest.

CRM Data

View Planful Finances’ CRM data to get more info on their experience with your organization

Account Type******** ***
Account Owner***** ******
Account Opps/Deals

***** ****

Closed Won • Aug 24

***K $

Closed

Best path for intro

View Planful Finances’ best path for intro to find the best way to reach out

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******* ********
Past Champion
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***** ***
Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Champions Who Joined Planful Finance

Leverage your existing network to create new connections with Planful Finance

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    ****** *****
    ******* ***
    *****
    **
  • intail.ai example profile image
    **** *****
    ******** *******
    *****
    **
  • intail.ai example profile image
    ******** ***
    **** ****
    *****
    ***

Champions Who Left Planful Finance

Manage your risk with Planful Finance to maintain a stable relationship

  • intail.ai example profile image
    ******** ********
    ******* ***
    *****
    ***
  • intail.ai example profile image
    *** *****
    ******** ***
    *****
    ***
  • intail.ai example profile image
    *** ****
    *** *******
    *****
    ***