Greystone Properties Warm Lead
Real Estate · Houston, TX · 713-555-7380
· www.greystoneproperties.example.com
Owner: Amy White $8,750
Open pipeline
$0
Lifetime revenue
2026-10-02
Last activity
Demo: reporting workflow
Email: Send revised SOW
Call: Scope call with Raj
Meeting: Requirements review
Demo: reporting workflow
Created as Lead · Amy White · 17 days ago · Supply chain assessment
Asked whether we can start before the fiscal year ends.
Wants weekly status calls, Tuesday mornings.
Raj is the decision maker; CFO signs off.
Budget approved for Q4, wants SOW by the 20th.
Raj is the decision maker; CFO signs off.
Contract Sent → Lost · Jerry Pickens · 533 days ago · Supply chain assessment
Proposal → Contract Sent · Jerry Pickens · 536 days ago · Supply chain assessment
Qualified → Proposal · Jerry Pickens · 548 days ago · Supply chain assessment
Lead → Qualified · Jerry Pickens · 560 days ago · Supply chain assessment
Created as Lead · Jerry Pickens · 568 days ago · Supply chain assessment
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Supply chain assessment | Lead | $8,750 | 2026-11-09 |
| Supply chain assessment | Lost | $20,000 | 2025-04-25 |
| Address | 3003 Riverside Dr |
| City | Houston, TX 77002 |
| Phone | 713-555-7380 |
| Website | www.greystoneproperties.example.com |
| Industry | Real Estate |
| Customer since | 0001-01-01 |
| Annual revenue | $140,000,000 |
| Employees | 475 |
1010
Greystone Properties
Real Estate
3003 Riverside Dr
Houston
TX
77002
713-555-7380
www.greystoneproperties.example.com
Warm Lead
40
0001-01-01
140000000
475
2026-10-02