COLORADO RIVER PAIN MANAGEMENT

Customer ID: 101156

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Customer Information

Not specified

Not specified

Current/In-Business

Not specified

House Account

10/10

$0.00

September 2025

Activity Summary

October 22, 2025

Not scheduled

4

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 22, 2025 4 activities 0 quotes 0 QBRs
Insights
  • ✅Customer has a perfect health score of 10/10, indicating high satisfaction or no known issues.
  • ✅Recent activities include emails and contact management, suggesting active communication.
  • ✅No quotes or pipeline activity, implying no current sales engagement.
Risks
⚠️No customer value recorded, which may indicate lack of revenue contribution.
⚠️Absence of quotes or pipeline could suggest missed sales opportunities or lack of interest in products/services.
⚠️No QBRs (Quarterly Business Reviews) have been conducted, potentially leading to a lack of strategic alignment.
Opportunities
📈High health score suggests potential to explore revenue-generating opportunities.
📈Active communication channels can be leveraged to initiate sales discussions or gather feedback.
📈Opportunity to improve engagement through QBRs to understand customer needs better and align on potential solutions.
Contacts
Daniel Pulliam

toxicologycrpm@gmail.com

RACHELLE ROMERO

crpmbilling1845@gmail.com

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email Completed
2025-10-22 13:53
View Edit
Hello Rachelle, 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 Labs- Scheduling Our Quarterly Business Review (CID:101156)
Email Completed
2025-10-22 13:52
View Edit
Hi Daniel, 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: RACHELLE ROMERO
Contact Management Completed
2025-10-22 13:51
View Edit
Added new contact: RACHELLE ROMERO, Email: crpmbilling1845@gmail.com
Added contact: Daniel Pulliam
Contact Management Completed
2025-10-22 13:51
View Edit
Added new contact: Daniel Pulliam, Email: toxicologycrpm@gmail.com
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.