Wildwood Software Customer
Software · Omaha, NE · 402-555-8755
· www.wildwoodsoftware.example.com
Owner: Ken Smith $56,000
Open pipeline
$138,500
Lifetime revenue
2026-09-11
Last activity
Task: Update forecast notes
Follow-up: Follow up on pricing
Robert is the decision maker; CFO signs off.
Meeting: Proposal walkthrough
Lead → Qualified · Ken Smith · 49 days ago · Data migration advisory
Created as Lead · Ken Smith · 54 days ago · Data migration advisory
Meeting: Kickoff meeting
Call: Quarterly check-in
They are comparing us with one other firm on price.
Call: Pricing discussion
Robert is the decision maker; CFO signs off.
Referred by Newhaven Labs; expects the same team.
Robert is the decision maker; CFO signs off.
Sent references; waiting to hear back.
Contract Sent → Won · Ken Smith · 285 days ago · IT team coaching engagement
Task: Update forecast notes
Meeting: Proposal walkthrough
Call: Scope call with Robert
Proposal → Contract Sent · Ken Smith · 302 days ago · IT team coaching engagement
Qualified → Proposal · Ken Smith · 305 days ago · IT team coaching engagement
Contract Sent → Won · Ken Smith · 307 days ago · Finance lead mentoring
Call: Discovery call with Robert
Call: Reference call
Asked whether we can start before the fiscal year ends.
Email: Send references
Task: Prepare demo environment
Proposal → Contract Sent · Ken Smith · 322 days ago · Finance lead mentoring
Lead → Qualified · Ken Smith · 324 days ago · IT team coaching engagement
Created as Lead · Ken Smith · 331 days ago · IT team coaching engagement
Qualified → Proposal · Ken Smith · 336 days ago · Finance lead mentoring
Wants weekly status calls, Tuesday mornings.
Lead → Qualified · Ken Smith · 349 days ago · Finance lead mentoring
Created as Lead · Ken Smith · 365 days ago · Finance lead mentoring
Contract Sent → Won · Ken Smith · 392 days ago · Data migration advisory
Proposal → Contract Sent · Ken Smith · 393 days ago · Data migration advisory
Contract Sent → Won · Ken Smith · 402 days ago · Leadership mentoring program
Proposal → Contract Sent · Ken Smith · 403 days ago · Leadership mentoring program
Qualified → Proposal · Ken Smith · 415 days ago · Data migration advisory
Lead → Qualified · Ken Smith · 431 days ago · Data migration advisory
Created as Lead · Ken Smith · 443 days ago · Data migration advisory
Qualified → Proposal · Ken Smith · 467 days ago · Leadership mentoring program
Lead → Qualified · Ken Smith · 471 days ago · Leadership mentoring program
Created as Lead · Ken Smith · 486 days ago · Leadership mentoring program
Contract Sent → Won · Ken Smith · 490 days ago · Process improvement review
Proposal → Contract Sent · Ken Smith · 494 days ago · Process improvement review
Qualified → Proposal · Ken Smith · 508 days ago · Process improvement review
Lead → Qualified · Ken Smith · 516 days ago · Process improvement review
Created as Lead · Ken Smith · 525 days ago · Process improvement review
Contract Sent → Won · Ken Smith · 551 days ago · ERP integration advisory
Proposal → Contract Sent · Ken Smith · 555 days ago · ERP integration advisory
Qualified → Proposal · Ken Smith · 557 days ago · ERP integration advisory
Lead → Qualified · Ken Smith · 573 days ago · ERP integration advisory
Created as Lead · Ken Smith · 596 days ago · ERP integration advisory
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Data migration advisory | Qualified | $56,000 | 2026-11-09 |
| IT team coaching engagement | Won | $11,250 | 2026-01-01 |
| Finance lead mentoring | Won | $12,000 | 2025-11-23 |
| Data migration advisory | Won | $24,750 | 2025-09-07 |
| Leadership mentoring program | Won | $15,000 | 2025-09-08 |
| Process improvement review | Won | $44,000 | 2025-06-15 |
| ERP integration advisory | Won | $31,500 | 2025-04-12 |
| Address | 4526 Commerce Dr, Suite 300 |
| City | Omaha, NE 68102 |
| Phone | 402-555-8755 |
| Website | www.wildwoodsoftware.example.com |
| Industry | Software |
| Customer since | 2025-05-15 |
| Annual revenue | $3,000,000 |
| Employees | 1075 |
1049
Wildwood Software
Software
4526 Commerce Dr, Suite 300
Omaha
NE
68102
402-555-8755
www.wildwoodsoftware.example.com
Customer
30
2025-05-15
3000000
1075
2026-09-11