Customer Portfolio Intelligence

July 10, 2026

Customer Portfolio Intelligence

AI-Enhanced

Advanced customer analytics with predictive insights and opportunity scoring

Total Portfolio Value

$12,484,831

Total Customers

45

45 active

Active Deals

66

$12,484,831 pipeline

Avg Conversion Rate

7%

Industry leading

Avg AI Score

61

Predictive quality

AI Portfolio Insights

High Value Customers

40 identified

New_Green Energy Construction $434,769
New_Urban Housing Collective $531,384
New_Heritage Building Restoration $320,097
New_Commercial Space Developers $186,663
k_new_Downtown Redevelopment Authority $216,992

At Risk Customers

40 need attention

New_Green Energy Construction 228 days
New_Urban Housing Collective 213 days
New_Heritage Building Restoration 209 days
New_Commercial Space Developers 230 days
k_new_Downtown Redevelopment Authority 245 days

Smart Filters

Clear

Showing 45 customers

Inactive
NE

New_Green Energy Construction

Construction Company

94
Lead Score
3
Leads
$434,769
Pipeline
3
Activities
Recent Activity Never ago
Steven Solar
ssolar@greenenergyconstruction.com
555-0116
$22,000,000
Inactive
Prospect
NE

New_Urban Housing Collective

Residential Developer

93
Lead Score
3
Leads
$531,384
Pipeline
2
Activities
Recent Activity Never ago
Diana Martinez
diana@urbanhousing.com
555-0117
$18,000,000
Prospect
Active
NE
88
Lead Score
1
Leads
$320,097
Pipeline
2
Activities
Recent Activity Never ago
Margaret Stone
mstone@heritagerestoration.com
555-0113
$12,000,000
Active
Prospect
NE
87
Lead Score
1
Leads
$186,663
Pipeline
3
Activities
Recent Activity Never ago
Nancy Office
nancy@commercialspacedev.com
555-0119
$32,000,000
Prospect
Prospect
K_
86
Lead Score
1
Leads
$216,992
Pipeline
2
Activities
Recent Activity Never ago
Amanda Foster
afoster@downtownredevelopment.gov
555-0109
Prospect
Active
K_

k_new_Harbor Communities Inc

Residential Developer

85
Lead Score
1
Leads
$152,358
Pipeline
2
Activities
Recent Activity Never ago
David Rodriguez
d.rodriguez@harborcommunities.com
555-0106
$40,000,000
Active
Inactive
K_
82
Lead Score
2
Leads
$336,023
Pipeline
4
Activities
Recent Activity Never ago
Lisa Anderson
lisa.anderson@state.transportation.gov
555-0107
Inactive
Inactive
K_
81
Lead Score
3
Leads
$541,510
Pipeline
4
Activities
Recent Activity Never ago
Kevin Park
kpark@techpark.com
555-0108
$15,000,000
Inactive
Prospect
NE

New_Regional Airport Authority

Infrastructure Project

80
Lead Score
2
Leads
$482,926
Pipeline
4
Activities
Recent Activity Never ago
Patricia Chang
p.chang@regionalairport.gov
555-0115
Prospect
Active
NE

New_Urban Housing Collective

Residential Developer

80
Lead Score
1
Leads
$119,039
Pipeline
3
Activities
Recent Activity Never ago
Diana Martinez
diana@urbanhousing.com
555-0117
$18,000,000
Active
Inactive
K_

k_new_Metro Construction Corp

Construction Company

79
Lead Score
3
Leads
$575,156
Pipeline
2
Activities
Recent Activity Never ago
John Davidson
john.davidson@metroconstruction.com
202-702-7839
$50,000,000
Inactive
Inactive
K_

k_new_Greenfield Developers LLC

Real Estate Developer

78
Lead Score
1
Leads
$39,191
Pipeline
4
Activities
Recent Activity Never ago
Sarah Mitchell
sarah.mitchell@greenfielddev.com
555-0102
$25,000,000
Inactive
Active
K_
78
Lead Score
3
Leads
$347,825
Pipeline
4
Activities
Recent Activity Never ago
Jennifer Walsh
jwalsh@plazaretail.com
555-0105
$30,000,000
Active
Prospect
NE

New_Suburban Growth Corporation

Real Estate Developer

77
Lead Score
2
Leads
$537,032
Pipeline
5
Activities
Recent Activity Never ago
Richard Suburbia
richard@suburbangrowth.com
555-0120
$42,000,000
Prospect
Inactive
K_
74
Lead Score
2
Leads
$185,522
Pipeline
4
Activities
Recent Activity Never ago
Robert Chen
robert.chen@springfield.gov
555-0103
Inactive
Prospect
NE
74
Lead Score
3
Leads
$442,797
Pipeline
5
Activities
Recent Activity Never ago
Nancy Office
nancy@commercialspacedev.com
555-0119
$32,000,000
Prospect
Inactive
NE
73
Lead Score
1
Leads
$129,304
Pipeline
5
Activities
Recent Activity Never ago
Thomas Wright
twright@industriallogistics.com
555-0112
$45,000,000
Inactive
Inactive
K_
73
Lead Score
1
Leads
$157,139
Pipeline
5
Activities
Recent Activity Never ago
Michael Thompson
m.thompson@midwestmfg.com
555-0104
$75,000,000
Inactive
Active
NE
73
Lead Score
2
Leads
$266,455
Pipeline
3
Activities
Recent Activity Never ago
Carlos Mendez
carlos@coastaldev.com
555-0114
$28,000,000
Active
Active
NE
72
Lead Score
3
Leads
$383,689
Pipeline
3
Activities
Recent Activity Never ago
Carlos Mendez
carlos@coastaldev.com
555-0114
$28,000,000
Active
Prospect
K_

k_new_Greenfield Developers LLC

Real Estate Developer

70
Lead Score
1
Leads
$369,680
Pipeline
3
Activities
Recent Activity Never ago
Sarah Mitchell
sarah.mitchell@greenfielddev.com
555-0102
$25,000,000
Prospect
Inactive
K_

k_new_Metro Construction Corp

Construction Company

70
Lead Score
1
Leads
$142,653
Pipeline
4
Activities
Recent Activity Never ago
John Davidson
john.davidson@metroconstruction.com
202-702-7839
$50,000,000
Inactive
Active
K_
67
Lead Score
3
Leads
$460,152
Pipeline
5
Activities
Recent Activity Never ago
Brandon Lee
b.lee@summitconstruction.com
555-0110
$35,000,000
Active
Active
NE
67
Lead Score
2
Leads
$478,341
Pipeline
2
Activities
Recent Activity Never ago
Thomas Wright
twright@industriallogistics.com
555-0112
$45,000,000
Active
Inactive
NE

New_Bridge & Tunnel Authority

Infrastructure Project

65
Lead Score
2
Leads
$511,384
Pipeline
2
Activities
Recent Activity Never ago
Franklin Bridge
f.bridge@bridgeauthority.gov
555-0118
Inactive
Active
NE

New_Bridge & Tunnel Authority

Infrastructure Project

64
Lead Score
1
Leads
$221,478
Pipeline
2
Activities
Recent Activity Never ago
Franklin Bridge
f.bridge@bridgeauthority.gov
555-0118
Active
Inactive
K_
63
Lead Score
1
Leads
$71,865
Pipeline
2
Activities
Recent Activity Never ago
Kevin Park
kpark@techpark.com
555-0108
$15,000,000
Inactive
Active
K_
63
Lead Score
2
Leads
$389,389
Pipeline
2
Activities
Recent Activity Never ago
Amanda Foster
afoster@downtownredevelopment.gov
555-0109
Active
Active
NE
62
Lead Score
3
Leads
$466,768
Pipeline
3
Activities
Recent Activity Never ago
Margaret Stone
mstone@heritagerestoration.com
555-0113
$12,000,000
Active
Active
NE

New_Regional Airport Authority

Infrastructure Project

61
Lead Score
3
Leads
$424,506
Pipeline
4
Activities
Recent Activity Never ago
Patricia Chang
p.chang@regionalairport.gov
555-0115
Active
Prospect
K_
60
Lead Score
1
Leads
$123,623
Pipeline
4
Activities
Recent Activity Never ago
Jennifer Walsh
jwalsh@plazaretail.com
555-0105
$30,000,000
Prospect
Inactive
K_

k_new_Lakeside Properties LLC

Real Estate Developer

59
Lead Score
1
Leads
$112,246
Pipeline
4
Activities
Recent Activity Never ago
Rachel Green
rachel@lakesideproperties.com
555-0111
$20,000,000
Inactive
Prospect
K_
55
Lead Score
1
Leads
$180,992
Pipeline
2
Activities
Recent Activity Never ago
Lisa Anderson
lisa.anderson@state.transportation.gov
555-0107
Prospect
Inactive
K_
53
Lead Score
1
Leads
$136,907
Pipeline
5
Activities
Recent Activity Never ago
Robert Chen
robert.chen@springfield.gov
555-0103
Inactive
Inactive
K_
52
Lead Score
3
Leads
$545,182
Pipeline
2
Activities
Recent Activity Never ago
Michael Thompson
m.thompson@midwestmfg.com
555-0104
$75,000,000
Inactive
Prospect
K_

k_new_Harbor Communities Inc

Residential Developer

50
Lead Score
3
Leads
$216,383
Pipeline
2
Activities
Recent Activity Never ago
David Rodriguez
d.rodriguez@harborcommunities.com
555-0106
$40,000,000
Prospect
Active
NE

New_Suburban Growth Corporation

Real Estate Developer

48
Lead Score
1
Leads
$287,010
Pipeline
2
Activities
Recent Activity Never ago
Richard Suburbia
richard@suburbangrowth.com
555-0120
$42,000,000
Active
Inactive
K_
45
Lead Score
2
Leads
$295,097
Pipeline
3
Activities
Recent Activity Never ago
Brandon Lee
b.lee@summitconstruction.com
555-0110
$35,000,000
Inactive
Inactive
K_

k_new_Lakeside Properties LLC

Real Estate Developer

44
Lead Score
3
Leads
$309,650
Pipeline
4
Activities
Recent Activity Never ago
Rachel Green
rachel@lakesideproperties.com
555-0111
$20,000,000
Inactive
Prospect
NE

New_Green Energy Construction

Construction Company

37
Lead Score
1
Leads
$132,654
Pipeline
5
Activities
Recent Activity Never ago
Steven Solar
ssolar@greenenergyconstruction.com
555-0116
$22,000,000
Prospect
Prospect
MA
0
Lead Score
2
Leads
$223,000
Pipeline
0
Activities
Recent Activity Never ago
Facilities Director
facilities@marshalltowncsd.org
555-0200
Prospect
Prospect
PB
0
Lead Score
1
Leads
$0
Pipeline
0
Activities
Recent Activity Never ago
Bid Contact
No email provided
No phone provided
Prospect
Prospect
BI
0
Lead Score
2
Leads
$0
Pipeline
0
Activities
Recent Activity Never ago
Bid Contact
No email provided
No phone provided
Prospect
Prospect
FD
0
Lead Score
1
Leads
$0
Pipeline
0
Activities
Recent Activity Never ago
Bid Contact
No email provided
No phone provided
Prospect
Prospect
PB
0
Lead Score
1
Leads
$0
Pipeline
0
Activities
Recent Activity Never ago
Bid Contact
No email provided
No phone provided
Prospect

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