Cobalt Financial Customer
Major Banks · Tampa, FL · 813-555-6797
· www.cobaltfinancial.example.com
Owner: Amy White $3,600
Open pipeline
$84,000
Lifetime revenue
2026-09-25
Last activity
Follow-up: Follow up on pricing
Demo: portal prototype
Call: Reference call
Qualified → Proposal · Amy White · 17 days ago · Reporting tools training
Renewal conversation should start in the spring.
Lead → Qualified · Amy White · 47 days ago · Reporting tools training
Email: Send pricing summary
Demo: reporting workflow
Created as Lead · Amy White · 57 days ago · Reporting tools training
Contract Sent → Won · George Jones · 95 days ago · IT roadmap engagement
Call: Reference call
Meeting: Requirements review
Proposal → Contract Sent · George Jones · 114 days ago · IT roadmap engagement
Legal wants a mutual NDA before the proposal.
Qualified → Proposal · George Jones · 125 days ago · IT roadmap engagement
Call: Reference call
Wants weekly status calls, Tuesday mornings.
Lead → Qualified · George Jones · 171 days ago · IT roadmap engagement
Created as Lead · George Jones · 174 days ago · IT roadmap engagement
Jennifer is the decision maker; CFO signs off.
Email: Quarterly check-in
Happy with last engagement; open to a follow-on.
Legal wants a mutual NDA before the proposal.
Contract Sent → Won · Jerry Pickens · 555 days ago · ERP integration advisory
Proposal → Contract Sent · Jerry Pickens · 561 days ago · ERP integration advisory
Qualified → Proposal · Jerry Pickens · 574 days ago · ERP integration advisory
Lead → Qualified · Jerry Pickens · 595 days ago · ERP integration advisory
Created as Lead · Jerry Pickens · 596 days ago · ERP integration advisory
Contract Sent → Won · George Jones · 686 days ago · Analyst mentoring series
Proposal → Contract Sent · George Jones · 724 days ago · Analyst mentoring series
Qualified → Proposal · George Jones · 727 days ago · Analyst mentoring series
Lead → Qualified · George Jones · 743 days ago · Analyst mentoring series
Created as Lead · George Jones · 754 days ago · Analyst mentoring series
| Deal | Stage | Value | Expected close |
|---|---|---|---|
| Reporting tools training | Proposal | $3,600 | 2026-09-07 |
| IT roadmap engagement | Won | $44,000 | 2026-07-01 |
| ERP integration advisory | Won | $33,250 | 2025-04-05 |
| Analyst mentoring series | Won | $6,750 | 2024-11-15 |
| Address | 385 Front St |
| City | Tampa, FL 33602 |
| Phone | 813-555-6797 |
| Website | www.cobaltfinancial.example.com |
| Industry | Major Banks |
| Customer since | 2025-09-25 |
| Annual revenue | $119,000,000 |
| Employees | 1050 |
1059
Cobalt Financial
Major Banks
385 Front St
Tampa
FL
33602
813-555-6797
www.cobaltfinancial.example.com
Customer
40
2025-09-25
119000000
1050
2026-09-25