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Demo: Lone Star Trades /
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Opportunities

Dashboard

New deal

95 open deals worth $409,550; weighted by stage that is $139,940 likely to close. 34 won so far for $145,650.

New lead2
$3,65010% likely
  1. Osage Roofing & Exteriors of Dallas: AI receptionistKim Ortiz · Osage Roofing & Exteriors of Dallas$1,450abandoned91d
  2. Whitaker Water Heater Pros: Missed-call text backErin Sanders · Whitaker Water Heater Pros$2,200abandoned105d
Contacted2
$8,90020% likely
  1. Haskins Brothers Heating & Air: Local SEOLuis Murphy · Haskins Brothers Heating & Air$7,350abandoned37d
  2. Sooner Roof Systems: AI receptionistErin Fisher · Sooner Roof Systems$1,550abandoned139d
Meeting booked2
$9,60040% likely
  1. Price Brothers HVAC Services: Missed-call text backJessica Brooks · Price Brothers HVAC Services$1,250abandoned136d
  2. Prairie Plumbing of Oklahoma City: Website rebuildKim Reed · Prairie Plumbing of Oklahoma City$8,350abandoned102d
Proposal sent0
$060% likely
  1. Drop a deal here
Negotiation0
$080% likely
  1. Drop a deal here

Price Brothers HVAC Services: Missed-call text back

Sales pipeline · created Jun 27, 2026
Value$1,250
abandoned

Reason: Went with a cheaper quote

Contact
Jessica Brooks
Company
Price Brothers HVAC Services
Phone
—
Source
Cold email
Owner
Maya Ortiz

History

  1. Marked abandoned: Went with a cheaper quote

    Jul 15, 12:54 AM · Maya Ortiz

  2. Contacted → Meeting booked

    Jul 1, 9:03 PM · Maya Ortiz

  3. New lead → Contacted

    Jun 29, 2:39 PM · Maya Ortiz

  4. Created at $1,250

    Jun 27, 8:16 AM · Maya Ortiz
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