CLINICAL REFERENCE LAB

Customer ID: 8950

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Unknown

Not specified

Andrew

10/10

$28613.00

August 2025

Activity Summary

November 19, 2025

Not scheduled


20

Activities

3

Quotes
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 19, 2025 20 activities 3 quotes 1 QBRs Value $28613
Insights
  • The customer has a perfect health score of 10/10, indicating strong engagement and satisfaction.
  • A significant recent order of 25K urine tests suggests high purchasing activity and reliance on services.
  • Multiple contacts were added recently, showing potential for expanded relationships and communication channels.
Risks
⚠️The industry and category are unknown, which may limit tailored engagement strategies and risk assessments.
⚠️A large volume of activity related to UTAK feedback requests indicates potential issues or improvements needed in that area.
Opportunities
📈The recent addition of several contacts can be leveraged to build deeper relationships and increase customer loyalty.
📈The high recent order value presents an opportunity to upsell or cross-sell additional services or products.
📈Frequent communication suggests an opportunity to gather detailed feedback and further tailor offerings to meet the customer's needs.
Contacts
Amy Vallery

Strategic Sourcing Manager

Amy.Vallery@CRLcorp.com

913.693.2549

Jennie Wang Primary

Manager - Toxicology Quality Control

Jinhua.Wang@CRLcorp.com

913.693.8808

BRETT OSWALD

DIRECTOR OF TOXICOLOGY

oswaldb@crlcorp.com

(913)693-1220

G. Clouette

clouetteg@crlcorp.com

D Fordyce

fordyced@crlcorp.com

T Harvey

harveyt@crlcorp.com

Michael Herrera

michael.herrera@crlcorp.com

D. Kunz

kuntzd@crlcorp.com

M. Magee

mageem@crlcorp.com

M. Pedersen

pedersenm@crlcorp.com

C. Porter

porterc@crlcorp.com

Sarah Small

Sarah.Small@crlcorp.com

David Kuntz

David.Kuntz@crlcorp.com

Recent Activities
Log Activity
25K urine order placed
Email
2025-11-19 17:50
View Edit
Hi Debbie, Thank you for this order! Adding in our team @Support@UTAK whom can process this and will send confirmation. Orders team- Please see the attached for processing and please note the f...
5764 PO is in process
Email
2025-11-17 18:45
View Edit
Thanks for the update Jennie 😊 We will keep our eye out for the PO coming in. Regards, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.66...
Quote 5764 follow up
Email Completed
2025-11-10 18:48
View Edit
Happy Monday Jennie, Just wanted to touch base on the bulk urine order to see if you are still planning to place it this month? If you have any update on your ETA it is greatly appreciated. Tha...
RE: UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-06 18:24
View Edit
Dear David, Thank you for your kind reply, as this is incredibly helpful. Wishing you a beautiful finish to your week and let me know if there’s anything I can assist you with ever. Best, ...
Added contact: David Kuntz
Contact Management Completed
2025-11-06 18:23
View Edit
Added new contact: David Kuntz, Email: David.Kuntz@crlcorp.com
RE: UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-06 18:23
View Edit
It would General Laboratory Reagent.
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 23:02
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 23:02
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 23:02
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 23:02
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 23:02
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 23:02
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
Added contact: Sarah Small
Contact Management Completed
2025-11-03 22:58
View Edit
Added new contact: Sarah Small, Email: Sarah.Small@crlcorp.com
Added contact: C. Porter
Contact Management Completed
2025-11-03 22:58
View Edit
Added new contact: C. Porter, Email: porterc@crlcorp.com
Added contact: M. Pedersen
Contact Management Completed
2025-11-03 22:57
View Edit
Added new contact: M. Pedersen, Email: pedersenm@crlcorp.com
Added contact: M. Magee
Contact Management Completed
2025-11-03 22:57
View Edit
Added new contact: M. Magee, Email: mageem@crlcorp.com
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 22:57
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
Added contact: D. Kunz
Contact Management Completed
2025-11-03 22:56
View Edit
Added new contact: D. Kunz, Email: kuntzd@crlcorp.com
Added contact: Michael Herrera
Contact Management Completed
2025-11-03 22:56
View Edit
Added new contact: Michael Herrera, Email: michael.herrera@crlcorp.com
UTAK Feedback Request - RUO Blank Matrix Labeling
Email
2025-11-03 22:56
View Edit
Dear CLINICAL REFERENCE LAB I hope this message finds you well. We are writing to inform you and get your feedback on a change to the regulatory classification of our blank matrix products. After a...
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
6016 $1451.00 Accepted 2025-12-08 2026-03-08
5764 $27162.00 Accepted 2025-09-25 2025-12-24
0 $0.00 Accepted 2025-09-25 2025-12-24
Quarter Scheduled Status Completed Customer Sat
Q3 2025 AH 2025-09-24 Completed 2025-09-24 8 Edit