Customers
Customer intelligence records
Customer intelligence record with a unified activity timeline served from the database.
Vertical
home services
Scores
Intent 73 ; Opp 100 ; Eng 58
Consent
Revenue impact
$6,885 attributed
System replacement
Jun 1, 1:31 AMOpportunity: Stage: appointment-set
Estimate submitted
May 29, 8:02 PMSignal: Homeowner requested an estimate for a central air replacement.
Sales Opportunity
May 29, 8:02 PMDetected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Service Revenue Opportunity
May 29, 8:02 PMDetected opportunity: Vehicle service is due, indicating recurring service revenue (72% confidence)
Missed call
May 29, 7:02 PMSignal: Homeowner called about an urgent service need and was not reached.
Seasonal reminder
May 29, 6:02 PMSignal: Seasonal maintenance is due before peak demand.
Wesley Espinoza
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
Wesley Espinoza