Customer Details

July 10, 2026
NE

New_Heritage Building Restoration

Run Analysis

Construction Company

Margaret Stone mstone@heritagerestoration.com 555-0113 250 Historic Square, Philadelphia, PA …

62

Lead Score

Active

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

3

0%

Interactions

3

0%

Pipeline Value

$466,768

0%

Last Activity

7 months, 2 weeks

Nov 21, 2025

Associated Leads

Pipeline Analysis

Total Pipeline

$0

0%

Avg Conversion

0%

0%

Win Rate

0%

-50.0%

Temperature Distribution
1 Hot (33.0%)
1 Warm (33.0%)
0 Cold (0%)

Total

3

Site Preparation for Manufacturing Facility

New Business

$92569.00

Probability:

83%

Close:

May 15, 2026

AI Score:

82/100

Active

Site Preparation for Manufacturing Facility

New Business

$189588.00

Probability:

38%

Close:

May 10, 2026

AI Score:

82/100

Active

Waterfront Development Geotechnical Study

New Business

$184611.00

Probability:

42%

Close:

Jun 11, 2026

AI Score:

82/100

Active

Customer Information

Company

New_Heritage Building Restoration

Contact

Margaret Stone

Email

mstone@heritagerestoration.com

Phone

555-0113

Address

250 Historic Square, Philadelphia, PA 19106

Type

Construction Company

Status

Active

Created

Dec 14, 2025

Timeline

Engagement Summary

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

Discussion about timeline

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

Nov 21

7 months, 2 weeks ago

Site Visit 19 min Neutral 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 16

8 months, 3 weeks ago

Phone Call 75 min Neutral 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 20

9 months, 2 weeks ago

Site Visit 53 min Negative sales_manager