Quail Run Automotive Customer
Industrial Machinery · St. Paul, MN · 651-555-5742
· www.quailrunautomotive.example.com
Owner: Ken Smith $20,000
Open pipeline
$154,250
Lifetime revenue
2026-10-02
Last activity
Call: Reference call
Call: Reference call
Meeting: Proposal walkthrough
Call: Reference call
Meeting: Kickoff meeting
Proposal → Contract Sent · Ken Smith · 24 days ago · Process improvement review
Meeting: Kickoff meeting
Follow-up: Follow up on contract
Qualified → Proposal · Ken Smith · 55 days ago · Process improvement review
Follow-up: Follow up after demo
Lead → Qualified · Ken Smith · 76 days ago · Process improvement review
Created as Lead · Ken Smith · 78 days ago · Process improvement review
Legal wants a mutual NDA before the proposal.
Contract Sent → Won · Ken Smith · 177 days ago · ERP integration advisory
Meeting: Kickoff meeting
Follow-up: Follow up on proposal
Proposal → Contract Sent · Ken Smith · 189 days ago · ERP integration advisory
Task: Update forecast notes
Qualified → Proposal · Ken Smith · 202 days ago · ERP integration advisory
Call: Pricing discussion
Prefers fixed-fee for the first phase.
Lead → Qualified · Ken Smith · 205 days ago · ERP integration advisory
Created as Lead · Ken Smith · 208 days ago · ERP integration advisory
Call: Quarterly check-in
Board meeting next month; wants numbers before then.
IT is short-staffed, timeline may slip on their side.
Contract Sent → Won · Ken Smith · 274 days ago · Finance close optimization
Task: Update forecast notes
Call: Scope call with Michael
Board meeting next month; wants numbers before then.
Proposal → Contract Sent · Ken Smith · 299 days ago · Finance close optimization
Demo: portal prototype
Qualified → Proposal · Ken Smith · 308 days ago · Finance close optimization
Lead → Qualified · Ken Smith · 315 days ago · Finance close optimization
Contract Sent → Won · Ken Smith · 320 days ago · Compliance readiness review
Demo: reporting workflow
Proposal → Contract Sent · Ken Smith · 323 days ago · Compliance readiness review
Created as Lead · Ken Smith · 325 days ago · Finance close optimization
Follow-up: Follow up on proposal
Qualified → Proposal · Ken Smith · 348 days ago · Compliance readiness review
Follow-up: Follow up after demo
Lead → Qualified · Ken Smith · 375 days ago · Compliance readiness review
Call: Check-in call
Created as Lead · Ken Smith · 384 days ago · Compliance readiness review
Contract Sent → Won · Ken Smith · 664 days ago · IT roadmap engagement
Proposal → Contract Sent · Ken Smith · 683 days ago · IT roadmap engagement
Qualified → Proposal · Ken Smith · 700 days ago · IT roadmap engagement
Lead → Qualified · Ken Smith · 703 days ago · IT roadmap engagement
Created as Lead · Ken Smith · 727 days ago · IT roadmap engagement
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Process improvement review | Contract Sent | $20,000 | 2026-09-11 |
| ERP integration advisory | Won | $45,000 | 2026-04-16 |
| Finance close optimization | Won | $8,000 | 2025-12-25 |
| Compliance readiness review | Won | $57,750 | 2025-11-23 |
| IT roadmap engagement | Won | $43,500 | 2024-12-06 |
| Address | 3321 Riverside Dr |
| City | St. Paul, MN 55102 |
| Phone | 651-555-5742 |
| Website | www.quailrunautomotive.example.com |
| Industry | Industrial Machinery |
| Customer since | 2020-08-20 |
| Annual revenue | $121,000,000 |
| Employees | 1045 |
1007
Quail Run Automotive
Industrial Machinery
3321 Riverside Dr
St. Paul
MN
55102
651-555-5742
www.quailrunautomotive.example.com
Customer
30
2020-08-20
121000000
1045
2026-10-02