Hillcrest Furnishings Customer
Retail · Green Bay, WI · 920-555-2405
· www.hillcrestfurnishings.example.com
Owner: George Jones $33,750
Open pipeline
$118,500
Lifetime revenue
2026-08-26
Last activity
Call: Discovery call with Ingrid
Call: Pricing discussion
Qualified → Proposal · George Jones · 41 days ago · Customer portal strategy
Lead → Qualified · George Jones · 50 days ago · Customer portal strategy
Follow-up: Follow up after demo
Created as Lead · George Jones · 53 days ago · Customer portal strategy
Current system is a mix of spreadsheets and email.
Meeting: Requirements review
Ingrid is the decision maker; CFO signs off.
Champion is Ingrid; sceptic is the controller.
Email: Quarterly check-in
Contract Sent → Won · George Jones · 269 days ago · Finance close optimization
Call: Pricing discussion
Proposal → Contract Sent · George Jones · 275 days ago · Finance close optimization
Meeting: Requirements review
Contract Sent → Won · George Jones · 310 days ago · Supply chain assessment
Demo: portal prototype
Qualified → Proposal · George Jones · 326 days ago · Finance close optimization
Lead → Qualified · George Jones · 331 days ago · Finance close optimization
Email: Send revised SOW
Follow-up: Follow up on contract
Created as Lead · George Jones · 340 days ago · Finance close optimization
Proposal → Contract Sent · George Jones · 359 days ago · Supply chain assessment
They are comparing us with one other firm on price.
Contract Sent → Won · George Jones · 370 days ago · IT team coaching engagement
Qualified → Proposal · George Jones · 385 days ago · Supply chain assessment
Lead → Qualified · George Jones · 386 days ago · Supply chain assessment
Proposal → Contract Sent · George Jones · 390 days ago · IT team coaching engagement
Created as Lead · George Jones · 391 days ago · Supply chain assessment
Qualified → Proposal · George Jones · 399 days ago · IT team coaching engagement
Lead → Qualified · George Jones · 407 days ago · IT team coaching engagement
Created as Lead · George Jones · 446 days ago · IT team coaching engagement
Contract Sent → Won · George Jones · 467 days ago · Process improvement review
Proposal → Contract Sent · George Jones · 475 days ago · Process improvement review
Qualified → Proposal · George Jones · 498 days ago · Process improvement review
Lead → Qualified · George Jones · 512 days ago · Process improvement review
Created as Lead · George Jones · 521 days ago · Process improvement review
Proposal → Lost · George Jones · 700 days ago · Data migration advisory
Qualified → Proposal · George Jones · 709 days ago · Data migration advisory
Lead → Qualified · George Jones · 733 days ago · Data migration advisory
Created as Lead · George Jones · 739 days ago · Data migration advisory
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Customer portal strategy | Proposal | $33,750 | 2026-10-15 |
| Finance close optimization | Won | $24,000 | 2026-01-05 |
| Supply chain assessment | Won | $21,000 | 2025-11-19 |
| IT team coaching engagement | Won | $14,000 | 2025-09-19 |
| Process improvement review | Won | $59,500 | 2025-07-04 |
| Data migration advisory | Lost | $8,000 | 2024-11-09 |
| Address | 431 Commerce Dr, Suite 500 |
| City | Green Bay, WI 54301 |
| Phone | 920-555-2405 |
| Website | www.hillcrestfurnishings.example.com |
| Industry | Retail |
| Customer since | 2020-06-24 |
| Annual revenue | $161,000,000 |
| Employees | 885 |
1052
Hillcrest Furnishings
Retail
431 Commerce Dr, Suite 500
Green Bay
WI
54301
920-555-2405
www.hillcrestfurnishings.example.com
Customer
10
2020-06-24
161000000
885
2026-08-26