Accounts
32
Multi-site
2
One relationship, many buildings
Sites under management
43
Lifetime value
$210k
29 linked to QuickBooks
QuickBooks
Connected to Sandbox Company US 57ec. Import brings customers in and refreshes contact details. It never touches your segments, notes or pipeline.
| Name↕ | Segment↕ | City↕ | Primary contact↕ | Sites↕ | Lifetime value▼ | Since↕ | Compliance↕ |
|---|---|---|---|---|---|---|---|
| Meridian Retail Partners | Retail & franchise | Wesley Chapel | Rick Alvarez 727-555-0177 | 4 | $210k | Aug 2026 | Clear |
| Bayside Property Group | Property management | Clearwater | Angela Reyes 727-555-0142 | 9 | - | - | Clear |
| Harbor Dental | Medical & dental | Palm Harbor | Dr. Priya Nandakumar | 1 | - | - | Clear |
| Amy's Bird Sanctuary | Property management | Bayshore | Amy Lauterbach (650) 555-3311 | 1 | - | - | Clear |
| Bill's Windsurf Shop | Property management | Half Moon Bay | Bill Lucchini (415) 444-6538 | 1 | - | - | Clear |
| Cool Cars | Property management | Half Moon Bay | Grace Pariente (415) 555-9933 | 1 | - | - | Clear |
| Diego Rodriguez | Property management | Palo Alto | - (650) 555-4477 | 1 | - | - | Clear |
| Dukes Basketball Camp | Property management | Tucson | Peter Dukes (520) 420-5638 | 1 | - | - | Clear |
| Dylan Sollfrank | Property management | - | - | 1 | - | - | Clear |
| Freeman Sporting Goods | Property management | Middlefield | Kirby Freeman (650) 555-0987 | 1 | - | - | Clear |
| Freeman Sporting Goods | Property management | Middlefield | Sasha Tillou (415) 555-9933 | 1 | - | - | Clear |
| Freeman Sporting Goods | Property management | Middlefield | Amelia (650) 555-0987 | 1 | - | - | Clear |
| Geeta Kalapatapu | Property management | Middlefield | - (650) 555-0022 | 1 | - | - | Clear |
| Gevelber Photography | Property management | Half Moon Bay | Lisa Gevelber (415) 222-4345 | 1 | - | - | Clear |
| Jeff's Jalopies | Property management | Menlo Park | Jeff Chin (650) 555-8989 | 1 | - | - | Clear |
| John Melton | Property management | Menlo Park | - (650) 555-5879 | 1 | - | - | Clear |
| Kate Whelan | Property management | Menlo Park | - (650) 554-8822 | 1 | - | - | Clear |
| Kookies by Kathy | Property management | Middlefield | Kathy Kuplis (650) 555-7896 | 1 | - | - | Clear |
| Mark Cho | Property management | Menlo Park | - (650) 554-1479 | 1 | - | - | Clear |
| Paulsen Medical Supplies | Property management | Middlefield | Kathy Paulsen (650) 557-4569 | 1 | - | - | Clear |
| Pye's Cakes | Property management | South Orange | Karen Pye (973) 555-4652 | 1 | - | - | Clear |
| Rago Travel Agency | Property management | Bayshore | Jeff Rago (650) 555-1596 | 1 | - | - | Clear |
| Red Rock Diner | Property management | Bayshore | Stephanie Martini (650) 555-4973 | 1 | - | - | Clear |
| Rondonuwu Fruit and Vegi | Property management | San Jose | Rondonuwu and Vegi (650) 555-2645 | 1 | - | - | Clear |
| Shara Barnett | Property management | Palo Alto | - (650) 555-4563 | 1 | - | - | Clear |
| Barnett Design | Property management | Middlefield | Shara Barnett (650) 557-1289 | 1 | - | - | Clear |
| Sonnenschein Family Store | Property management | Middlefield | Russ Sonnenschein (650) 557-8463 | 1 | - | - | Clear |
| Sushi by Katsuyuki | Property management | Maplewood | Katsuyuki Yanagawa (505) 570-0147 | 1 | - | - | Clear |
| Travis Waldron | Property management | Monlo Park | - (650) 557-9977 | 1 | - | - | Clear |
| Video Games by Dan | Property management | Tucson | Dan Wilks (650) 555-3456 | 1 | - | - | Clear |
| Wedding Planning by Whitney | Property management | Menlo Park | Whitney Brewer (650) 557-2473 | 1 | - | - | Clear |
| Weiskopf Consulting | Property management | Bayshore | Nicola Weiskopf (650) 555-1423 | 1 | - | - | Clear |