Pipeline
10 deals · vault path: 03-campaigns/ajay-90d/crm/deals/
aware
10 · $250k
- Therma — Semi / Data-Center Ops AI Pilottherma-llc · $25k · 5%Mike Fisher
- TDIndustries — Service / Maintenance AI Pilottdindustries · $25k · 5%Frank Musolino
- Southland — Service Dispatch + Energy Analytics Pilotsouthland · $25k · 5%Jim Meacham
- RK Industries — Precon Estimating AI Pilotrk-industries · $25k · 5%Jon Kinning
- McKinstry — Energy/Decarb + Regulated-Data Pilotmckinstry · $25k · 5%Joseph Hagar
- MacDonald-Miller — Service Ops AI Pilotmacdonald-miller · $25k · 5%Rory Olson
- Helm Group — Multi-Sub Ops Standardization Pilothelm-group · $25k · 5%Brian Helm
- Dynamic Systems — Post-Acquisition ERP Modernization Pilotdsi · $25k · 5%Jeff Henkener
- Apollo Mechanical — Industrial Process AI Pilotapollo-mechanical · $25k · 5%Angie Haisch
- ACCO — ERP/AP Modernization Pilotacco · $25k · 5%Bradley Graham
engaged
0 · $0k
- drop here
qualified
0 · $0k
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proposal
0 · $0k
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pilot-signed
0 · $0k
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won
0 · $0k
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lost
0 · $0k
- drop here
Tip: drag any card between columns to update its stage · click to open the deal
All deals (detail)
| Deal | Account | Stage | Amount | Prob | Primary contact | Last activity |
|---|---|---|---|---|---|---|
| Therma — Semi / Data-Center Ops AI Pilot | therma-llc | aware | $25,000 | 5% | Mike Fisher | 2026-04-21 |
| TDIndustries — Service / Maintenance AI Pilot | tdindustries | aware | $25,000 | 5% | Frank Musolino | Tue Apr 21 2026 05:30:00 GMT+0530 (India Standard Time) |
| Southland — Service Dispatch + Energy Analytics Pilot | southland | aware | $25,000 | 5% | Jim Meacham | Tue Apr 21 2026 05:30:00 GMT+0530 (India Standard Time) |
| RK Industries — Precon Estimating AI Pilot | rk-industries | aware | $25,000 | 5% | Jon Kinning | Tue Apr 21 2026 05:30:00 GMT+0530 (India Standard Time) |
| McKinstry — Energy/Decarb + Regulated-Data Pilot | mckinstry | aware | $25,000 | 5% | Joseph Hagar | Tue Apr 21 2026 05:30:00 GMT+0530 (India Standard Time) |
| MacDonald-Miller — Service Ops AI Pilot | macdonald-miller | aware | $25,000 | 5% | Rory Olson | Tue Apr 21 2026 05:30:00 GMT+0530 (India Standard Time) |
| Helm Group — Multi-Sub Ops Standardization Pilot | helm-group | aware | $25,000 | 5% | Brian Helm | Tue Apr 21 2026 05:30:00 GMT+0530 (India Standard Time) |
| Dynamic Systems — Post-Acquisition ERP Modernization Pilot | dsi | aware | $25,000 | 5% | Jeff Henkener | Tue Apr 21 2026 05:30:00 GMT+0530 (India Standard Time) |
| Apollo Mechanical — Industrial Process AI Pilot | apollo-mechanical | aware | $25,000 | 5% | Angie Haisch | Tue Apr 21 2026 05:30:00 GMT+0530 (India Standard Time) |
| ACCO — ERP/AP Modernization Pilot | acco | aware | $25,000 | 5% | Bradley Graham | Tue Apr 21 2026 05:30:00 GMT+0530 (India Standard Time) |