SAGIS DIAGNOSTICS

Customer ID: 100991

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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

November 12, 2025

Not scheduled

8

Activities

0

Quotes
Quick Actions
Log Activity Create Quote Schedule QBR
AI Insights
LLM-generated; verify before action. Refresh
Health 10/10 Last contact Nov 12, 2025 8 activities 0 quotes 0 QBRs
Insights
  • ✅SAGIS DIAGNOSTICS has a perfect health score, indicating excellent engagement or satisfaction.
  • ✅Multiple new contacts were added on 2025-11-12, suggesting recent updates or expansion in their team.
  • ✅Frequent communication on 2025-11-12, including introduction to a new account manager and requests for feedback, shows active relationship management.
Risks
⚠️The total value is $0.00, indicating no current financial transactions or engagements.
⚠️Lack of recent quotes may suggest missed opportunities to convert interactions into sales.
Opportunities
📈Engage new contacts (Michelle Spruill, Matthew Roy, Jennifer Ho) to explore potential business needs.
📈Follow up on feedback requests to understand customer requirements and tailor offerings.
📈Use the optimization review email as a starting point to propose process improvements or solutions.
Contacts
Juan Castillo

jcastillo@sagisdx.com

JENNIFER HO

JHO@SAGISDX.COM

Matthew Roy

mroy@sagisdx.com

MICHELLE SPRUILL

MSPRUILL@SAGISDX.COM

Recent Activities
Log Activity
Hello from UTAK: I’m Your New Account Manager
Email
2025-11-12 15:13
View Edit
Hello Matthew, 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 U...
Your feedback helps shape what’s next at UTAK
Email
2025-11-12 15:13
View Edit
Hi Michelle, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are...
Your feedback helps shape what’s next at UTAK
Email
2025-11-12 15:12
View Edit
Hi Jennifer, I hope you’re doing well! I’m reaching out to gather feedback directly from our customers on how our products are performing in real-world lab settings. Your experience and insights are...
Added contact: MICHELLE SPRUILL
Contact Management Completed
2025-11-12 15:11
View Edit
Added new contact: MICHELLE SPRUILL, Email: MSPRUILL@SAGISDX.COM
Quick optimization review to streamline your process?
Email
2025-11-12 15:11
View Edit
Hi Juan, I hope you’re doing well! As we head into autumn, I’ve been taking some time to connect with our partners to make sure they’re getting the most value out of their UTAK products and workflows...
Added contact: Matthew Roy
Contact Management Completed
2025-11-12 15:10
View Edit
Added new contact: Matthew Roy, Email: mroy@sagisdx.com
Added contact: JENNIFER HO
Contact Management Completed
2025-11-12 15:09
View Edit
Added new contact: JENNIFER HO, Email: JHO@SAGISDX.COM
UTAK Labs- Scheduling Our Quarterly Business Review (CID:100991)
Email Completed
2025-09-11 19:04
View Edit
Hi Juan, 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. W...
Quotes
New Quote
No quotes for this customer.
QBRs
Schedule QBR

No QBRs scheduled.