DIAMOND STONE INVESTMENT LLC

Customer ID: 101467

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

9/10

$346.60

September 2025

Activity Summary

December 04, 2025

Not scheduled

7

Activities

1

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 9/10 Last contact Dec 04, 2025 7 activities 1 quotes 0 QBRs Value $347
Insights
  • ✅DIAMOND STONE INVESTMENT LLC has a high health score of 9/10, indicating strong engagement and satisfaction.
  • ✅The company has made a purchase worth $346.60, reflecting their current value.
  • ✅Engagement includes multiple email communications, suggesting active correspondence.
Risks
⚠️There is no open pipeline, which may indicate a lack of ongoing or future deals.
⚠️Absence of QBRs (Quarterly Business Reviews) could lead to missed opportunities for deeper engagement and understanding of client needs.
Opportunities
📈The 100% win rate showcases potential for increasing future deal sizes or frequency.
📈Regular email communication can be leveraged to introduce new offerings or upsell.
📈Initiating QBRs could strengthen the relationship and uncover further business opportunities.
Contacts
solomon

solomon@dsi.om

Vijay Sarathy

Sales Manager

vijay@dsi.om

Recent Activities
Log Activity
5919 will be ordered
Email
2025-12-04 14:33
View Edit
Hi Vijay, Thank you for this update! Let us know if we can be of any support. Regards, Andrew Hartmann Business Development Manager – 25020 Avenue Tibbitts Valencia, CA 91355 – D +1.6...
5919 follow up
Email
2025-12-03 19:27
View Edit
Hi Vijay, I saw that our team had issued the attached quote but we have not seen an order placed. I wanted to touch base to see if you had made a decision if this will be ordered or not? Any upda...
Added contact: Vijay Sarathy
Contact Management Completed
2025-11-07 00:03
View Edit
Added new contact: Vijay Sarathy, Title: Sales Manager, Email: vijay@dsi.om
FW: Price request - Quote #5919
Email
2025-11-07 00:03
View Edit
Dear Raleigh, Greetings from Diamond stone Investment!!!! We have a tender for 4 nos each of UTAK HC1 &HC2 .(50700 &50701) Could you please confirm your price for the same at the earliest. ...
FW: Price request - Quote #5919
Email
2025-11-07 00:03
View Edit
Hi Vijay, Hope you’re doing well and are having a beautiful week! Attached is the quote with pricing for the requested items. If you’d like to proceed with an order, please send a purchase order t...
UTAK Product catalog
Email Completed
2025-10-17 14:25
View Edit
Hello Solomon, I hope you are well. UTAK recently updated our product catalog and I wanted to send it along for you to review. Let us know if you have any questions. Thank you,
Added contact: solomon
Contact Management Completed
2025-10-17 14:23
View Edit
Added new contact: solomon, Email: solomon@dsi.om
Quotes
New Quote
Quote # Amount Status Confidence Date Valid Until Intelligence Actions
5919 $346.60 Accepted — 2025-11-06 2026-02-04 —
QBRs
Schedule QBR

No QBRs scheduled.