Accounts
Track every organization from prospecting through customer success.
Total Accounts
8
Organizations tracked
Active Customers
4
Lifecycle stage: Customer
ARR Under Management
$336,800
Based on Annual Recurring Revenue
Open Pipeline
$526,000
Sum of active opportunities
8 items
| Account | Owner | Stage | ARR | Pipeline | Health | Last Activity | Next Step |
|---|---|---|---|---|---|---|---|
South Carolina Dept Of Administration Columbia, SC•Enterprise +1 (803) 734-2000contact@admin.sc.gov | Robert McLean | Onboarding | $125,000 | $125,000 | Healthy | 6/30/2025 | Finalize renewal terms with procurement |
Tech Solutions Inc Atlanta, GA•Mid-Market +1 (555) 123-4567info@techsolutions.com | Sarah Johnson | Prospect | $0 | $78,000 | -- | 7/5/2025 | Schedule onsite discovery workshop |
Global Manufacturing Corp Charlotte, NC•Enterprise +1 (555) 987-6543contact@globalmanuf.com | Michael Chen | Prospect | $0 | $120,000 | -- | 7/2/2025 | Deliver ROI business case |
Healthcare Partners LLC Raleigh, NC•Mid-Market +1 (555) 456-7890info@healthpartners.com | Emily Rodriguez | Onboarding | $67,800 | $22,000 | Watch | 6/28/2025 | Kick off implementation checklist |
DataVault Systems Chicago, IL•Enterprise +1 (555) 789-0123j.walsh@datavault.com | Marcus Thompson | Customer | $48,000 | $60,000 | Healthy | 7/10/2025 | Present AI insights pilot proposal |
RetailMax Solutions New York, NY•Mid-Market +1 (555) 456-7890a.foster@retailmax.com | David Kim | Customer | $24,000 | $36,000 | Watch | 7/9/2025 | Review marketing automation ROI calculator |
SecureBank Financial Boston, MA•Enterprise +1 (555) 789-0123r.chen@securebank.com | Lisa Martinez | Customer | $48,000 | $85,000 | Watch | 7/8/2025 | Deliver fraud detection proof of concept |
Nimbus Labs San Francisco, CA•SMB +1 (555) 321-0987k.park@nimbuslabs.io | Rachel Green | Customer | $24,000 | $0 | At Risk | 7/7/2025 | Introduce email deliverability partner |