Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 58 ; Opp 98 ; Eng 54
Consent
Revenue impact
$76 attributed
Estimate submitted
May 29, 8:15 PMSignal: Homeowner requested an estimate for a central air replacement.
Seasonal tune-up
May 29, 8:15 PMOpportunity: Stage: contact-attempted
Sales Opportunity
May 29, 8:15 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Service Revenue Opportunity
May 29, 8:15 PMDetected opportunity: Vehicle service is due, indicating recurring service revenue (72% confidence)
Seasonal reminder
May 29, 7:15 PMSignal: Seasonal maintenance is due before peak demand.
Maya Marsh
home services
Recent signals
Active opportunity
Seasonal tune-up
Last action
Generated by simulation (145d ago)
Attribution
Routing to a human reduced the risk of losing the opportunity.
Seasonal tune-up
Maya Marsh