Cedar Ridge Credit Union Customer
Major Banks · Cleveland, OH · 216-555-5508
· www.cedarridgecreditunion.example.com
Owner: George Jones $0
Open pipeline
$133,000
Lifetime revenue
2026-09-20
Last activity
Contract Sent → Won · George Jones · 13 days ago · Warehouse workflow assessment
Task: Prepare proposal draft
Email: Send meeting recap
Proposal → Contract Sent · George Jones · 28 days ago · Warehouse workflow assessment
Qualified → Proposal · George Jones · 32 days ago · Warehouse workflow assessment
Current system is a mix of spreadsheets and email.
Referred by Union Square Automotive; expects the same team.
Lead → Qualified · George Jones · 71 days ago · Warehouse workflow assessment
Call: Pricing discussion
Meeting: Proposal walkthrough
Created as Lead · George Jones · 91 days ago · Warehouse workflow assessment
Asked for a case study in their industry.
Strong fit for a mentoring engagement after go-live.
Call: Reference call
Wants weekly status calls, Tuesday mornings.
Meeting: Quarterly check-in
Asked whether we can start before the fiscal year ends.
Budget approved for Q4, wants SOW by the 20th.
Contract Sent → Won · George Jones · 432 days ago · Finance close optimization
Proposal → Contract Sent · George Jones · 447 days ago · Finance close optimization
Qualified → Proposal · George Jones · 453 days ago · Finance close optimization
Lead → Qualified · George Jones · 464 days ago · Finance close optimization
Created as Lead · George Jones · 476 days ago · Finance close optimization
Contract Sent → Won · George Jones · 629 days ago · Compliance readiness review
Proposal → Contract Sent · George Jones · 636 days ago · Compliance readiness review
Qualified → Proposal · George Jones · 644 days ago · Compliance readiness review
Contract Sent → Won · George Jones · 659 days ago · Reporting modernization
Lead → Qualified · George Jones · 661 days ago · Compliance readiness review
Proposal → Contract Sent · George Jones · 664 days ago · Reporting modernization
Qualified → Proposal · George Jones · 671 days ago · Reporting modernization
Lead → Qualified · George Jones · 673 days ago · Reporting modernization
Created as Lead · George Jones · 683 days ago · Compliance readiness review
Created as Lead · George Jones · 697 days ago · Reporting modernization
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Warehouse workflow assessment | Won | $36,000 | 2026-09-29 |
| Finance close optimization | Won | $7,500 | 2025-07-24 |
| Compliance readiness review | Won | $70,000 | 2025-01-20 |
| Reporting modernization | Won | $19,500 | 2024-12-03 |
| Address | 9174 Elm St |
| City | Cleveland, OH 44114 |
| Phone | 216-555-5508 |
| Website | www.cedarridgecreditunion.example.com |
| Industry | Major Banks |
| Customer since | 2020-01-04 |
| Annual revenue | $32,000,000 |
| Employees | 280 |
1004
Cedar Ridge Credit Union
Major Banks
9174 Elm St
Cleveland
OH
44114
216-555-5508
www.cedarridgecreditunion.example.com
Customer
10
2020-01-04
32000000
280
2026-09-20