Riverbend Software Customer
Software · Phoenix, AZ · 602-555-5982
· www.riverbendsoftware.example.com
Owner: Jerry Pickens $13,375
Open pipeline
$314,500
Lifetime revenue
2026-09-23
Last activity
Meeting: Kickoff meeting
Demo: dashboard mockup
Created as Lead · Jerry Pickens · 10 days ago · Data literacy workshop
Email: Send pricing summary
Email: Send references
Task: Update forecast notes
Proposal → Contract Sent · Jerry Pickens · 13 days ago · IT team coaching engagement
Demo: reporting workflow
Email: Send meeting recap
Wants weekly status calls, Tuesday mornings.
Qualified → Proposal · Jerry Pickens · 24 days ago · IT team coaching engagement
Lead → Qualified · Jerry Pickens · 29 days ago · IT team coaching engagement
Created as Lead · Jerry Pickens · 30 days ago · IT team coaching engagement
Call: Scope call with Felix
Contract Sent → Won · Jerry Pickens · 58 days ago · Warehouse workflow assessment
Meeting: Proposal walkthrough
Proposal → Contract Sent · Jerry Pickens · 66 days ago · Warehouse workflow assessment
Qualified → Proposal · Jerry Pickens · 67 days ago · Warehouse workflow assessment
Lead → Qualified · Jerry Pickens · 74 days ago · Warehouse workflow assessment
Strong fit for a mentoring engagement after go-live.
Happy with last engagement; open to a follow-on.
Email: Send meeting recap
Created as Lead · Jerry Pickens · 106 days ago · Warehouse workflow assessment
Happy with last engagement; open to a follow-on.
Scope grew to include the reporting cleanup.
Contract Sent → Won · Jerry Pickens · 130 days ago · Process improvement review
Email: Send references
Proposal → Contract Sent · Jerry Pickens · 143 days ago · Process improvement review
Meeting: Quarterly check-in
Follow-up: Follow up on contract
Call: Discovery call with Felix
They are comparing us with one other firm on price.
Qualified → Proposal · Jerry Pickens · 181 days ago · Process improvement review
Contract Sent → Won · Jerry Pickens · 183 days ago · Process improvement review
Call: Check-in call
Lead → Qualified · Jerry Pickens · 193 days ago · Process improvement review
Contract Sent → Won · Jerry Pickens · 198 days ago · Data migration advisory
Email: Send pricing summary
Created as Lead · Jerry Pickens · 203 days ago · Process improvement review
Demo: dashboard mockup
Proposal → Contract Sent · Jerry Pickens · 208 days ago · Process improvement review
Qualified → Proposal · Jerry Pickens · 211 days ago · Process improvement review
Call: Pricing discussion
Meeting: Executive briefing
Task: Prepare proposal draft
Lead → Qualified · Jerry Pickens · 237 days ago · Process improvement review
Created as Lead · Jerry Pickens · 242 days ago · Process improvement review
Proposal → Contract Sent · Jerry Pickens · 246 days ago · Data migration advisory
Qualified → Proposal · Jerry Pickens · 277 days ago · Data migration advisory
Lead → Qualified · Jerry Pickens · 283 days ago · Data migration advisory
Created as Lead · Jerry Pickens · 286 days ago · Data migration advisory
They are comparing us with one other firm on price.
Contract Sent → Won · Jerry Pickens · 473 days ago · Customer portal strategy
Proposal → Contract Sent · Jerry Pickens · 475 days ago · Customer portal strategy
Qualified → Proposal · Jerry Pickens · 482 days ago · Customer portal strategy
Lead → Qualified · Jerry Pickens · 486 days ago · Customer portal strategy
Created as Lead · Jerry Pickens · 522 days ago · Customer portal strategy
Contract Sent → Won · Jerry Pickens · 728 days ago · Vendor selection support
Proposal → Contract Sent · Jerry Pickens · 736 days ago · Vendor selection support
Qualified → Proposal · Jerry Pickens · 755 days ago · Vendor selection support
Lead → Qualified · Jerry Pickens · 764 days ago · Vendor selection support
Created as Lead · Jerry Pickens · 777 days ago · Vendor selection support
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Data literacy workshop | Lead | $4,000 | 2026-11-13 |
| IT team coaching engagement | Contract Sent | $9,375 | 2026-09-11 |
| Warehouse workflow assessment | Won | $49,000 | 2026-08-13 |
| Process improvement review | Won | $100,000 | 2026-06-10 |
| Process improvement review | Won | $10,000 | 2026-03-31 |
| Data migration advisory | Won | $37,500 | 2026-03-11 |
| Customer portal strategy | Won | $76,000 | 2025-07-02 |
| Vendor selection support | Won | $42,000 | 2024-09-25 |
| Address | 4053 Riverside Dr |
| City | Phoenix, AZ 85004 |
| Phone | 602-555-5982 |
| Website | www.riverbendsoftware.example.com |
| Industry | Software |
| Customer since | 2025-12-14 |
| Annual revenue | $160,000,000 |
| Employees | 1270 |
1055
Riverbend Software
Software
4053 Riverside Dr
Phoenix
AZ
85004
602-555-5982
www.riverbendsoftware.example.com
Customer
20
2025-12-14
160000000
1270
2026-09-23