Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 74 ; Opp 100 ; Eng 60
Consent
Revenue impact
$6,757 attributed
System replacement
Jun 1, 1:31 AMOpportunity: Stage: appointment-set
Seasonal reminder
May 29, 8:06 PMSignal: Seasonal maintenance is due before peak demand.
Sales Opportunity
May 29, 8:06 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Service Revenue Opportunity
May 29, 8:06 PMDetected opportunity: Vehicle service is due, indicating recurring service revenue (72% confidence)
Estimate submitted
May 29, 7:06 PMSignal: Homeowner requested an estimate for a central air replacement.
Warranty expiring
May 29, 6:06 PMSignal: An equipment warranty is approaching expiration.
Yusuf Castillo
home services
Recent signals
Active opportunity
System replacement
Last action
Generated by simulation (145d ago)
Attribution
The workflow scheduled an appointment that advances revenue.
System replacement
Yusuf Castillo