Acme Widgets CRM

Client Information

Client ID: 001

Company Name: Acme Widgets

Industry: Manufacturing

Company Size: 150 employees

Location: 1234 Industry Rd, Techville, TX

Website: www.acmewidgets.com

Primary Contact

Name: Jane Doe

Position: Purchasing Manager

Phone: (555) 123-4567

Email: jane.doe@acmewidgets.com

Sales Information

Account Manager: John Smith

Last Contact Date: August 10, 2024

Next Follow-up: August 17, 2024

Stage: Negotiation

Potential Deal Value: $50,000

Open Order

Notes and Recent Activity

Last Meeting Notes: Discussed potential for increased order volume and terms for a bulk discount. Jane expressed interest in a proposal.

Follow-up Actions: Prepare a detailed proposal including pricing tiers and submit by next meeting.

Documents

AcmeWidgets_Contract_Draft_2024.pdf

AcmeWidgets_Proposal_Aug2024.pdf

OrderHistory2023.xlsx

Communication Logs

Recent Emails

Email Customer:

Calls: