Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 40 ; Opp 100 ; Eng 48
Consent
Revenue impact
$3,430 attributed
Central AC replacement estimate
Jun 1, 1:30 AMOpportunity: Stage: contact-attempted
AC estimate scheduling
May 30, 1:25 PMCommunication: Hi Avery, we can send a technician for your AC estimate today. Does 3pm or 5pm work better?
Home services estimate request
May 30, 1:20 PMSignal: Requested a central AC replacement estimate before summer demand.
Sales Opportunity
May 30, 1:20 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Spring tune-up offer
May 28, 3:30 PMOpportunity: Stage: reactivated
Avery Thompson
home services
Recent signals
Active opportunity
Central AC replacement estimate
Last action
Queued estimate scheduling SMS (145d ago)
Attribution
The workflow moved the opportunity forward.
Central AC replacement estimate
Avery Thompson
Spring tune-up offer
Avery Thompson