Customer Details

July 10, 2026
K_

k_new_Lakeside Properties LLC

Run Analysis

Real Estate Developer

Rachel Green rachel@lakesideproperties.com 555-0111 400 Shoreline Drive, Minneapolis, MN …

59

Lead Score

Inactive

AI Analysis

Conversion
0%

❌ Low

Lifetime Value
$0

💰 5-year value

Risk Level
Low

✅ Stable

Engagement
50

🎯 Interaction score

Recommendations
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Quick Actions

Active Leads

1

0%

Interactions

4

0%

Pipeline Value

$112,246

0%

Last Activity

8 months, 2 weeks

Oct 23, 2025

Associated Leads

Pipeline Analysis

Total Pipeline

$0

0%

Avg Conversion

0%

0%

Win Rate

0%

-50.0%

Temperature Distribution
1 Hot (100.0%)
0 Warm (0%)
0 Cold (0%)

Total

1

Bridge Foundation Analysis

New Business

$112246.00

Probability:

31%

Close:

Apr 28, 2026

AI Score:

82/100

Active

Customer Information

Company

k_new_Lakeside Properties LLC

Contact

Rachel Green

Email

rachel@lakesideproperties.com

Phone

555-0111

Address

400 Shoreline Drive, Minneapolis, MN 55401

Type

Real Estate Developer

Status

Inactive

Created

Dec 14, 2025

Timeline

Engagement Summary

Strong buying signals (87% score). High interest in premium features. Action: Schedule demo within 48h.

Discussion about project requirements

Productive discussion regarding their upcoming construction project. They expressed interest in our comprehensive soil testing services and requested detailed pricing …

Oct 23

8 months, 2 weeks ago

Note 114 min Negative sales_manager

Discussion about technical specifications

Productive discussion regarding their upcoming construction project. They expressed interest in our comprehensive soil testing services and requested detailed pricing …

Oct 20

8 months, 2 weeks ago

Note 85 min Positive sales_manager

Discussion about technical specifications

Productive discussion regarding their upcoming construction project. They expressed interest in our comprehensive soil testing services and requested detailed pricing …

Oct 03

9 months ago

Phone Call 24 min Positive sales_manager

Discussion about technical specifications

Productive discussion regarding their upcoming construction project. They expressed interest in our comprehensive soil testing services and requested detailed pricing …

Sep 16

9 months, 3 weeks ago

Note 116 min Negative sales_manager