Oxbow Plastics Customer
Industrial Machinery · Boston, MA · 617-555-6206
· www.oxbowplastics.example.com
Owner: Jerry Pickens $143,750
Open pipeline
$213,500
Lifetime revenue
2026-10-02
Last activity
Demo: reporting workflow
Demo: portal prototype
Meeting: Executive briefing
Lead → Qualified · Jerry Pickens · 2 days ago · Compliance readiness review
Call: Scope call with Jennifer
Call: Reference call
Proposal → Contract Sent · Jerry Pickens · 10 days ago · Operations audit
Email: Send pricing summary
Call: Pricing discussion
Task: Prepare proposal draft
Demo: reporting workflow
Qualified → Proposal · Jerry Pickens · 23 days ago · Operations audit
Lead → Qualified · Jerry Pickens · 25 days ago · Operations audit
Created as Lead · Jerry Pickens · 26 days ago · Compliance readiness review
Task: Prepare proposal draft
Created as Lead · Jerry Pickens · 31 days ago · Operations audit
Happy with last engagement; open to a follow-on.
Meeting: Quarterly check-in
Contract Sent → Lost · Jerry Pickens · 108 days ago · Warehouse workflow assessment
Meeting: Contract review
Proposal → Contract Sent · Jerry Pickens · 111 days ago · Warehouse workflow assessment
Jennifer is the decision maker; CFO signs off.
Meeting: Contract review
Call: Check-in call
Scope grew to include the reporting cleanup.
Qualified → Proposal · Jerry Pickens · 124 days ago · Warehouse workflow assessment
Lead → Qualified · Jerry Pickens · 127 days ago · Warehouse workflow assessment
Created as Lead · Jerry Pickens · 144 days ago · Warehouse workflow assessment
Contract Sent → Won · Jerry Pickens · 180 days ago · Compliance readiness review
Demo: reporting workflow
Proposal → Contract Sent · Jerry Pickens · 188 days ago · Compliance readiness review
Qualified → Proposal · Jerry Pickens · 194 days ago · Compliance readiness review
Demo: dashboard mockup
Lead → Qualified · Jerry Pickens · 206 days ago · Compliance readiness review
Created as Lead · Jerry Pickens · 216 days ago · Compliance readiness review
Demo: portal prototype
Scope grew to include the reporting cleanup.
IT is short-staffed, timeline may slip on their side.
Renewal conversation should start in the spring.
Budget approved for Q4, wants SOW by the 20th.
Contract Sent → Won · Jerry Pickens · 511 days ago · Operations audit
Proposal → Contract Sent · Jerry Pickens · 512 days ago · Operations audit
Qualified → Proposal · Jerry Pickens · 555 days ago · Operations audit
Lead → Qualified · Jerry Pickens · 575 days ago · Operations audit
Created as Lead · Jerry Pickens · 589 days ago · Operations audit
Contract Sent → Won · Jerry Pickens · 727 days ago · Data migration advisory
Proposal → Contract Sent · Jerry Pickens · 781 days ago · Data migration advisory
Qualified → Proposal · Jerry Pickens · 784 days ago · Data migration advisory
Lead → Qualified · Jerry Pickens · 798 days ago · Data migration advisory
Created as Lead · Jerry Pickens · 811 days ago · Data migration advisory
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Compliance readiness review | Qualified | $82,500 | 2026-11-04 |
| Operations audit | Contract Sent | $61,250 | 2026-10-06 |
| Warehouse workflow assessment | Lost | $80,000 | 2026-07-01 |
| Compliance readiness review | Won | $87,500 | 2026-03-27 |
| Operations audit | Won | $60,750 | 2025-05-20 |
| Data migration advisory | Won | $65,250 | 2024-10-18 |
| Address | 103 Center St |
| City | Boston, MA 02110 |
| Phone | 617-555-6206 |
| Website | www.oxbowplastics.example.com |
| Industry | Industrial Machinery |
| Customer since | 2020-08-21 |
| Annual revenue | $14,000,000 |
| Employees | 295 |
1037
Oxbow Plastics
Industrial Machinery
103 Center St
Boston
MA
02110
617-555-6206
www.oxbowplastics.example.com
Customer
20
2020-08-21
14000000
295
2026-10-02