Customer Details

July 10, 2026
NE

New_Coastal Development Partners

Run Analysis

Real Estate Developer

Carlos Mendez carlos@coastaldev.com 555-0114 150 Beach Boulevard, San Diego, …

72

Lead Score

Active

AI Analysis

Conversion
0%

❌ Low

Lifetime Value
$0

💰 5-year value

Risk Level
Low

✅ Stable

Engagement
50

🎯 Interaction score

Recommendations
Click "Deep Analysis" button to generate AI-powered insights and recommendations

Quick Actions

Active Leads

3

0%

Interactions

3

0%

Pipeline Value

$383,689

0%

Last Activity

7 months

Dec 03, 2025

Associated Leads

Pipeline Analysis

Total Pipeline

$0

0%

Avg Conversion

0%

0%

Win Rate

0%

-50.0%

Temperature Distribution
2 Hot (67.0%)
0 Warm (0%)
0 Cold (0%)

Total

3

Site Preparation for Manufacturing Facility

New Business

$91947.00

Probability:

84%

Close:

Jan 27, 2026

AI Score:

82/100

Active

Industrial Plant Expansion Analysis

New Business

$176695.00

Probability:

77%

Close:

Apr 02, 2026

AI Score:

82/100

Active

Bridge Foundation Analysis

New Business

$115047.00

Probability:

62%

Close:

Jan 23, 2026

AI Score:

82/100

Active

Customer Information

Company

New_Coastal Development Partners

Contact

Carlos Mendez

Email

carlos@coastaldev.com

Phone

555-0114

Address

150 Beach Boulevard, San Diego, CA 92101

Type

Real Estate Developer

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 proposal details

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

Dec 03

7 months ago

Phone Call 48 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 30

8 months, 1 week ago

Meeting 59 min Very_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 22

8 months, 2 weeks ago

Phone Call 57 min Neutral sales_manager