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, …

73

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

2

0%

Interactions

3

0%

Pipeline Value

$32,011

0%

Last Activity

8 months, 2 weeks

Oct 24, 2025

Associated Leads

Pipeline Analysis

Total Pipeline

$0

0%

Avg Conversion

50.0%

0%

Win Rate

50.0%

0%

Temperature Distribution
1 Hot (50.0%)
0 Warm (0%)
0 Cold (0%)

Total

2

Residential Development Soil Testing

New Business

$32011.00

Probability:

85%

Close:

Mar 02, 2026

AI Score:

82/100

Active

Bridge Foundation Analysis

New Business

$234444.00

Probability:

30%

Close:

Feb 27, 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 15, 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 …

Oct 24

8 months, 2 weeks ago

Proposal 28 min Positive sales_manager

Discussion about proposal details

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

Oct 24

8 months, 2 weeks ago

Site Visit 85 min Neutral sales_manager

Discussion about proposal details

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

Oct 07

9 months ago

Note 115 min Positive sales_manager