CERTIVIA LABORATORIES

Customer ID: 101058

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 27, 2025

Not scheduled

6

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 27, 2025 6 activities 0 quotes 0 QBRs
Insights
  • ✅CERTIVIA LABORATORIES has a perfect health score, indicating strong engagement or satisfaction.
  • ✅Multiple contacts were added recently, suggesting a possible expansion or restructuring in their team.
  • ✅Recent communications are all from 2025-10-27, indicating a concentrated effort to engage or update the customer.
Risks
⚠️The total value remains at $0.00, which could indicate a lack of recent purchases or orders.
⚠️No recent quotes have been generated, suggesting a potential gap in sales opportunities or interest.
Opportunities
📈The introduction of a new account manager could be leveraged to strengthen the relationship and understand customer needs better.
📈Scheduling a Quarterly Business Review presents an opportunity to discuss future plans and upsell services or products.
📈The recent addition of new contacts may open avenues for personalized communication and targeted offers.
Contacts
karla torres

karla.torres@certivialab.com

THOMAS DAVID

tdavid@certivialab.com

XU LI

xu.li@certivialab.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-27 16:44
View Edit
Hi Xu, 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 so f...
UTAK Updates That Could Help Simplify Things
Email Completed
2025-10-27 16:43
View Edit
Hello Thomas, We’ve recently made some updates to our process that we think could help reduce friction on your side and make things run more smoothly. We’d love to schedule a quick call to walk you...
UTAK Labs- Scheduling Our Quarterly Business Review (CID:101058)
Email Completed
2025-10-27 16:41
View Edit
Hi Karla, I hope you’re doing well! It’s hard to believe another quarter has flown by. I’d love to set up some time for our Quarterly Business Review so we can catch up and look ahead together. ...
Added contact: XU LI
Contact Management Completed
2025-10-27 16:40
View Edit
Added new contact: XU LI, Email: xu.li@certivialab.com
Added contact: THOMAS DAVID
Contact Management Completed
2025-10-27 16:40
View Edit
Added new contact: THOMAS DAVID, Email: tdavid@certivialab.com
Added contact: karla torres
Contact Management Completed
2025-10-27 16:39
View Edit
Added new contact: karla torres, Email: karla.torres@certivialab.com
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.