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
  • ✅The customer has a perfect health score, indicating strong engagement or satisfaction.
  • ✅All recent activities occurred on the same day, suggesting a recent push to re-engage with the customer.
  • ✅Two new contacts were added, likely indicating a change in personnel or expansion of the contact base.
Risks
⚠️The total value associated with the customer is currently $0.00, which might indicate no recent transactions or orders.
⚠️The industry is unknown, potentially limiting tailored communication or offerings.
Opportunities
📈The introduction of a new account manager provides an opportunity to strengthen the relationship and explore unmet needs.
📈Scheduling a Quarterly Business Review suggests an opportunity to discuss potential future engagements or sales.
📈Adding new contacts can facilitate broader communication and uncover more business opportunities.
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.