Granite Peak Automotive Customer
Industrial Machinery · Seattle, WA · 206-555-4603
· www.granitepeakautomotive.example.com
Owner: Amy White $54,000
Open pipeline
$65,250
Lifetime revenue
2026-10-02
Last activity
Call: Scope call with Aisha
Meeting: Kickoff meeting
Current system is a mix of spreadsheets and email.
Meeting: Requirements review
Qualified → Proposal · Amy White · 39 days ago · Customer portal strategy
Follow-up: Follow up on proposal
Lead → Qualified · Amy White · 44 days ago · Customer portal strategy
Sent references; waiting to hear back.
Call: Check-in call
Created as Lead · Amy White · 60 days ago · Customer portal strategy
Scope grew to include the reporting cleanup.
Contract Sent → Won · Jerry Pickens · 75 days ago · Process improvement review
Demo: portal prototype
Proposal → Contract Sent · Jerry Pickens · 95 days ago · Process improvement review
Meeting: Executive briefing
Email: Send pricing summary
Qualified → Proposal · Jerry Pickens · 102 days ago · Process improvement review
Lead → Qualified · Jerry Pickens · 105 days ago · Process improvement review
Aisha is the decision maker; CFO signs off.
Strong fit for a mentoring engagement after go-live.
Created as Lead · Jerry Pickens · 119 days ago · Process improvement review
Strong fit for a mentoring engagement after go-live.
Happy with last engagement; open to a follow-on.
Call: Pricing discussion
Prefers fixed-fee for the first phase.
Contract Sent → Won · George Jones · 524 days ago · IT roadmap engagement
Proposal → Contract Sent · George Jones · 538 days ago · IT roadmap engagement
Qualified → Proposal · George Jones · 554 days ago · IT roadmap engagement
Lead → Qualified · George Jones · 594 days ago · IT roadmap engagement
Created as Lead · George Jones · 596 days ago · IT roadmap engagement
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Customer portal strategy | Proposal | $54,000 | 2026-10-24 |
| Process improvement review | Won | $47,250 | 2026-07-11 |
| IT roadmap engagement | Won | $18,000 | 2025-04-20 |
| Address | 6860 Center St |
| City | Seattle, WA 98101 |
| Phone | 206-555-4603 |
| Website | www.granitepeakautomotive.example.com |
| Industry | Industrial Machinery |
| Customer since | 2024-02-22 |
| Annual revenue | $12,000,000 |
| Employees | 1470 |
1046
Granite Peak Automotive
Industrial Machinery
6860 Center St
Seattle
WA
98101
206-555-4603
www.granitepeakautomotive.example.com
Customer
40
2024-02-22
12000000
1470
2026-10-02