Account owner
Andrea Lim
Company
Email
Estimated value
$15,000.00
Status
🙌 Qualified
Expected close
May 10, 2023
Last contact
March 25, 2023
Phone
Priority
Medium
Tech
Google Docs
Last edited by
S
SimonLast edited
Sep 18, 2024 5:39 AM
Closed date
To automatically generate the section below, choose
New customer template
from the list of templates whenever you create a new contact.Background info
Henri is the CEO of a mid-sized company looking to implement our software to streamline their internal processes. He is very interested in our analytics features and security aspects.
History of interactions
- Feb 12, 2023: Initial call, discussed pain points and product features
- Feb 28, 2023: Product demo, Henri seemed impressed with our solution
- Mar 15, 2023: Follow-up call, addressed concerns about pricing and implementation
- Mar 25, 2023: Finalized proposal sent
Requests/action items
Schedule a call with our implementation team to discuss their current system