Tidewater Properties Customer
Real Estate · Detroit, MI · 313-555-6894
· www.tidewaterproperties.example.com
Owner: Amy White $9,000
Open pipeline
$107,000
Lifetime revenue
2026-09-20
Last activity
Call: Reference call
Task: Update forecast notes
Follow-up: Follow up on pricing
Task: Draft SOW
Call: Scope call with Maria
Contract Sent → Won · George Jones · 31 days ago · IT roadmap engagement
Meeting: Requirements review
Qualified → Proposal · Amy White · 36 days ago · IT roadmap engagement
Lead → Qualified · Amy White · 36 days ago · IT roadmap engagement
Created as Lead · Amy White · 37 days ago · IT roadmap engagement
Email: Send pricing summary
Call: Scope call with Nancy
Proposal → Contract Sent · George Jones · 69 days ago · IT roadmap engagement
Task: Draft SOW
Qualified → Proposal · George Jones · 95 days ago · IT roadmap engagement
Lead → Qualified · George Jones · 103 days ago · IT roadmap engagement
Created as Lead · George Jones · 107 days ago · IT roadmap engagement
Contract Sent → Won · Jerry Pickens · 119 days ago · Customer portal strategy
Call: Pricing discussion
Proposal → Contract Sent · Jerry Pickens · 143 days ago · Customer portal strategy
Qualified → Proposal · Jerry Pickens · 153 days ago · Customer portal strategy
Follow-up: Follow up after demo
Lead → Qualified · Jerry Pickens · 164 days ago · Customer portal strategy
Created as Lead · Jerry Pickens · 183 days ago · Customer portal strategy
Contract Sent → Won · Jerry Pickens · 192 days ago · Warehouse workflow assessment
Call: Reference call
IT is short-staffed, timeline may slip on their side.
Proposal → Contract Sent · Jerry Pickens · 205 days ago · Warehouse workflow assessment
Qualified → Proposal · Jerry Pickens · 208 days ago · Warehouse workflow assessment
Lead → Qualified · Jerry Pickens · 222 days ago · Warehouse workflow assessment
Meeting: Kickoff meeting
Call: Discovery call with Samir
Created as Lead · Jerry Pickens · 264 days ago · Warehouse workflow assessment
Strong fit for a mentoring engagement after go-live.
Referred by Newhaven Labs; expects the same team.
Sent references; waiting to hear back.
Contract Sent → Won · George Jones · 596 days ago · Data migration advisory
Proposal → Contract Sent · George Jones · 622 days ago · Data migration advisory
Qualified → Proposal · George Jones · 623 days ago · Data migration advisory
Lead → Qualified · George Jones · 636 days ago · Data migration advisory
Created as Lead · George Jones · 640 days ago · Data migration advisory
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| IT roadmap engagement | Proposal | $9,000 | 2026-11-11 |
| IT roadmap engagement | Won | $10,000 | 2026-09-08 |
| Customer portal strategy | Won | $34,000 | 2026-06-09 |
| Warehouse workflow assessment | Won | $36,000 | 2026-03-31 |
| Data migration advisory | Won | $27,000 | 2025-02-04 |
| Address | 8700 Lakeview Ave |
| City | Detroit, MI 48226 |
| Phone | 313-555-6894 |
| Website | www.tidewaterproperties.example.com |
| Industry | Real Estate |
| Customer since | 2026-03-12 |
| Annual revenue | $136,000,000 |
| Employees | 440 |
1005
Tidewater Properties
Real Estate
8700 Lakeview Ave
Detroit
MI
48226
313-555-6894
www.tidewaterproperties.example.com
Customer
40
2026-03-12
136000000
440
2026-09-20