Conduit

Hooli Technologies

Also known as: Hooli · Hooli Tech

Owner: Marcus Webb · Team B

Overall Status

At Risk
2 data quality issues for this client. View in Data Quality

Canonical Engagements

No canonical engagements mapped for this client.

API Gateway Implementation

In Progress

1 task buckets · 5 individual tasks in Monday.com

Open in Monday.com

0

Overdue

0

Due Soon

1

In Progress

0

Blocked

0

Complete

1

Total Buckets

Task BucketStatusDueUrgencyAssigneeSub-tasks
API Gateway SetupIn ProgressSep 15, 2026On TrackMarcus Webb3/5Open
Imported about 22 hours ago· Unknown freshness

Data Pipeline Migration

In Progress

0 task buckets · 0 individual tasks in Monday.com

Open in Monday.com

0

Overdue

0

Due Soon

0

In Progress

0

Blocked

0

Complete

0

Total Buckets

Task BucketStatusDueUrgencyAssigneeSub-tasks
Imported about 22 hours ago· Unknown freshness

Source Systems

CRM / Pipeline

Salesforce

Hooli Technologies

Open Pipeline: $275,000

Σ amount for open stages (USD, Salesforce authoritative)

Largest Opportunity: Platform Integration

Stage: Proposal

Imported about 22 hours ago· Aging(source about 23 hours ago)Open in Salesforce

Delivery

Monday.com

API Gateway Implementation

Status: On Track

20 open task buckets

95 estimated hours remaining (not task count)

Imported about 22 hours ago· StaleOpen in Monday.com

Professional Services / Financials

Certinia

Platform Integration

Project Budget: $310,000

Actual: $155,000

Utilization: 78%

Imported about 23 hours ago· AgingOpen in Certinia

Client Engagement

Kipsi

Platform Tax Review

PBC Completion: 40%

Questionnaire: In Progress

Imported 2 days ago· AgingOpen in Kipsi

Related Records

Salesforce

Account 001HOO001Open

Certinia

PSA Project PRJ-11000Open

Monday.com

Project 94830500Open

Kipsi

Engagement ENG-9600Open

Source of Truth

Sales Relationship
Pipeline
Delivery Execution
Project Financials
Time / Utilization
Client Engagement
PBC / Questionnaire