CENTER FOR PAIN MANAGEMENT

Customer ID: 101032

Edit Customer Back to Customers
Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

October 28, 2025

Not scheduled

3

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Oct 28, 2025 3 activities 0 quotes 0 QBRs
Insights
  • ✅Customer's health score is perfect at 10/10, indicating a stable relationship.
  • ✅Recent activities include two emails and one instance of contact management.
Risks
⚠️No quotes have been generated, indicating a lack of engagement or sales opportunities.
⚠️Win rate is at 0%, suggesting no successful conversions or sales.
Opportunities
📈Potential to initiate new sales discussions or quotes to increase customer value.
📈Opportunity to engage more actively and increase pipeline activity.
Contacts
Dave Petsch

dpets67@sbcglobal.net

Recent Activities
Log Activity
Hard to find IFU
Email Completed
2025-10-28 14:15
View Edit
Hi Dave, Thanks for the reply and feedback. We are working to get our IFU up on our website. Until then, if you need any feel free to reach out to me or our team at support@utak.com We just need ...
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-27 18:11
View Edit
Hey Dave, I’m Andrew Hartmann, and I’m excited to introduce myself as your new account manager at UTAK. I’d love to set up a brief meet and greet to learn about your baseline experience with UTAK s...
Added contact: Dave Petsch
Contact Management Completed
2025-10-27 18:10
View Edit
Added new contact: Dave Petsch, Email: dpets67@sbcglobal.net
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.