Deal Management

Assign your HubSpot deals to goals and track progress

215
Total Assigned Deals
4
Active Goals
55
Deals Assigned to Goals

Goal Assignment

Check the boxes to assign deals to your goals. Each deal can be assigned to multiple goals.

🔒 Filter-Based Goals: Goals with filters automatically assign matching deals (greyed out, locked)
Auto-Hide Rules: Deals with "Delayed" in stage name are automatically hidden â€ĸ Deals with "Qualified" in stage name are automatically unhidden

Goal Legend:

Construction Industry Customers (13/20 by 12/31/2025)
SafetyPulse (17/20 by 12/31/2025)
🔍 Filters: safetypulse_ai = true
Broker Lead Sales (8/15 by 12/31/2025)
ARM Alpha customers (2/3 by 12/31/2025)
Click column headers to sort
Deal Name ↕ Amount ↕ Stage ↕ Feeds ↕ Hide ↕ Deployed ↕ Last Contact ↕
↕
↕
↕
↕
Shelby Erectors Inc - SafetyPulse Annual $36,521 Closed Won 52 days 🔒
Southern Tree Professionals, LLC $107,518 Issued 32 days 🔒
Arrow Linen Supply - Risk Report $20,000 Contract Sent 31 days
Southern California Edison - HECA/JSA/NSC $50,000 Appointment Scheduled 31 days
WASH Laundry - JSA/NSC $25,000 Appointment Scheduled 31 days
Administrative Employee Relief Inc (2025) $187,576 Qualified Submission 29 days
Carrefour - Risk Reports $25,000 Appointment Scheduled 26 days
Standard Industries - Initial Pilot $50,000 Qualified 25 days
Foothill Fire Protection Inc - ARM ALPHA DEAL $25,000 Qualified 25 days
Tesla Product Exploration $195,000 Closed Won 22 days
Duke Energy Corporation - New Deal $12,000 Appointment Scheduled 22 days
ARNING COMPANIES, INC $189,051 Issued 21 days 🔒
Kaiser Permanente - Risk Navigator $50,000 Qualified 21 days
Thrift Holdings, LLC $137,468 Issued 19 days 🔒
ATI - Risk Navigator $30,000 Appointment Scheduled 19 days 🔒
Mortenson - Wind Construction $36,000 Pilot 19 days 🔒
Bluestone Hospitality LLC $385,673 Quote Delivered 19 days
Buzz LLC $127,973 Bound - Closed Won 18 days
CCI - Risk Navigator Alpha $30,000 Pilot 18 days
LCSWMA - VCIA/JSA $20,000 Appointment Scheduled 18 days 🔒
Hahn Ready-Mix Company $300,345 Quote Delivered 18 days
Muller Martini Corp $156,932 Pricing Tool Completed 18 days
Holland Pump Company $115,589 Qualified Submission 18 days
Stella-Jones - Pilot $20,000 Presentation Scheduled 17 days 🔒
2025 Hernandez Finish Carpentry, Inc $21,963 Issued 17 days
Steel Service - SafetyPulseAI $3,000 Closed Won 17 days 🔒
Philly's Best Steak Company Inc. -(2025) $272,293 Bound - Closed Won 17 days
Bakhtiari Auto Group(2025) $368,710 Issued 17 days
GW Supermarket of CA, Inc. $937,575 Issued 17 days
BLUvera - New Deal $25,000 Pilot 17 days 🔒
FOMAS International -Italy/India $25,000 Pilot 17 days 🔒
Flint Equipment Co (2025) $151,029 Issued 17 days
zurich - delivery drivers $100,000 Appointment Scheduled 17 days 🔒
PLA - Risk Navigator $25,000 Pilot 17 days
Lorenzo Food Group, Inc $999,396 Bound - Closed Won 17 days
Tri-City Electric - SP/VMS $12,000 Pilot 17 days 🔒
Cypress Gulf Development Corp.(2025) $0 Lead 17 days
Altamarea Services & Administration LLC $176,034 Issued 17 days
RoGar Manufacturing, Inc $128,137 Issued 17 days
United Wash and Dye (A Corp) dba Creative Dry Process, Inc $137,114 Bound - Closed Won 17 days
Marketon, Inc. A Nevada Corporation $92,789 Issued 17 days
Mills Products - SafetyPulse $28,500 Pilot 17 days 🔒
Agri-Services Agency - SafetyPulse $24,000 Appointment Scheduled 17 days 🔒
Echo USA of Temple City Inc $213,637 Referred 17 days
The BG Group, LLC $114,991 Issued 17 days 🔒
Thanks Mate, Inc $200,190 Issued 17 days
Ebara Mixers Inc $114,238 Quote Delivered 17 days
XPO Logistics, Inc. - SafetyPulse $25,000 Presentation Scheduled 17 days 🔒
iSpice, LLC $457,667 Quote Delivered 17 days
Titan Modular Systems Inc $501,438 Bound - Closed Won 17 days
Diamond Builders Inc $339,070 Issued 17 days 🔒
Heimark Distributing, LLC(2026) $1,017,974 Quote Delivered 17 days
Supremas Inc $373,430 Quote Delivered 17 days
Red Chamber Co. $759,520 Quote Delivered 17 days
SC Hospitality Holdings LLC $196,511 Bound - Closed Won 17 days
Midwest Canvas Corporation(2025) $386,012 Quote Delivered 17 days
Badia Spices LLC $967,753 Quote Delivered 17 days
Fortera Corporation $176,847 Bound - Closed Won 17 days
Redwood Beverage Group, LLC - New Deal $709,880 Quote Delivered 17 days
Dennis Allen Associates $230,739 Qualified Submission 17 days
Fascella Finishes, Inc $103,066 Qualified Submission 17 days
Reinforced Structures Inc $1,850,318 Lead 17 days
Herald Construction Company Inc - $0 Qualified Submission 17 days
Dixon Exhibits, LLC DBA: Dixon Studios, LLC $0 Qualified Submission 17 days
W.G. Tomko - SP $12,000 Qualified 16 days 🔒
QISG - SP - Verkada Integration $24,000 Pilot 16 days 🔒
Tippman - SP/Construction $6,500 Closed Won 16 days 🔒
Gardner-Watson Studs - SafetyPulse $12,000 Appointment Scheduled 16 days 🔒
SteelEye -SafetyPulse $25,000 Pilot 16 days 🔒
Structural Services - SafetyPulse $12,000 Appointment Scheduled 16 days 🔒
Sargent Electric - SafetyPulse $36,000 Pilot 16 days 🔒
Stutsman C Eldon - SafetyPulse $25,000 Pilot 16 days 🔒
Norfolk Iron & Metal - New Deal $25,000 Appointment Scheduled 16 days
RealTime Monitoring - electrical contractor $25,000 Appointment Scheduled 16 days 🔒
Prime Materials Recovery - SafetyPulse pilot $25,000 Appointment Scheduled 16 days 🔒
DHL - Expansion $150,000 Closed Lost 106 days
DHL - Realtime Trial (2) $96,000 Closed Lost 88 days
Southern Road & Bridge - New Deal $12,000 Closed Lost 86 days 🔒
MAS Building and Bridge $15,000 Closed Lost 81 days 🔒
Structural Steel Technologies - reolink $25,000 Closed Lost 74 days 🔒
Southern Ohio Medical Center :: SOMC - Benchmark $300 Closed Lost 73 days
The Christ Hospital Health Network $10,000 Closed Lost 57 days
AIT Worldwide Logistics - SafetyPulseAI $68,000 Closed Lost 56 days 🔒
Pennstress - Safety Pulse - POC $12,000 Closed Lost 56 days 🔒
Mobility ADO - Initial Pilot/POV $20,000 Closed Lost 55 days
LVMH - New Deal $50,000 Closed Lost 53 days
Maverick Environment Equipment LLC $67,418 Closed - Unquoted 47 days
MZI Telecom, Inc $0 Closed - Unquoted 47 days
Quality Roofing Services, Inc. $151,800 Declined 47 days
Interstate Construction and Development LLC $0 Declined 47 days
24-7 Grease Trap & Services, Inc. $0 Declined 47 days
CTX Infrastructure, LLC $0 Declined 47 days
Skylight Specialists of New England $0 Declined 46 days
Hyland Filter Service $197,781 Declined 45 days
Fairfield Electric, Inc $0 Closed - Unquoted 45 days
Roldan Construction Inc $0 Declined 45 days
Anderson Charnesky Structural Steel, Inc $0 Declined 45 days
Allmark Door Company LLC $245,874 Closed - Unquoted 45 days
Quality Linings and Painting, Inc $119,720 Closed Lost 45 days
TruTemp - Maynor Service Company $0 Declined 45 days
Adonai Enterprises, Inc $80,928 Closed Lost 45 days
Wietsma & Lippolis Construction, LLC $0 Declined 45 days
Moore Industries International Inc $73,729 Closed Lost 45 days
American Jerky Company LLC $945,976 Closed Lost 45 days
Star Companies Inc. $0 Declined 45 days
St. Croix Wall Systems Inc. $0 Declined 45 days
G5 Office Interiors LLC $0 Declined 45 days
Style-Craft, Inc. $24,327 Closed - Unquoted 45 days
Ipswich Bay Glass Co Inc $115,293 Declined 42 days
Oasis Management Inc. - New Deal $0 Declined 42 days
Finishing Touch Moulding Inc $337,076 Closed Lost 35 days
IDG HoldCo LLC $635,039 Closed Lost 35 days
Jackson-Cook LC $145,602 Closed Lost 35 days
Home Solutions of Iowa $0 Declined 34 days
General Coatings Corporation $0 Closed - Unquoted 33 days
Adams Demolition, Inc $243,093 Closed - Unquoted 33 days
Nivra GD Services, LLC $78,119 Declined 32 days
King Shock Technology, Inc $216,266 Closed Lost 32 days
JDS Construction Group LLC (2026) $0 Declined 32 days
CAPPX Construction, LLC $2,024 Declined 32 days
Porter Steel - SafetyPulse - 6 cameras $12,000 Closed Lost 31 days 🔒
Reliable Wholesale Lumber, Inc.(2025) $842,015 Closed Lost 31 days
Feast California Cafe, (LLC) DBA: Corner Baker $643,859 Closed Lost 31 days
TS Painting & Drywall $0 Declined 31 days
Structural Steel Technologies - SafetyPulse $12,000 Closed Lost 31 days 🔒
Crystal Heating & Cooling Service Inc. $139,596 Closed - Unquoted 31 days
XPO Logistics, Inc. - SafetyPulse Warehousing $100,000 Closed Lost 31 days 🔒
Flock Group, Inc $665,932 Closed Lost 31 days
WTG Terrazzo & Tile, Inc $0 Closed - Unquoted 31 days
ADT Pizza LLC $318,068 Closed Lost 31 days
Balchem Corporation(2025) $1,100,000 Closed - Unquoted 28 days
Canada Tank Solutions USA, Inc. $0 Closed - Unquoted 28 days
Wave Steel, LLC $0 Closed - Unquoted 25 days
1 800 Heaters, Inc. $0 Declined 25 days
Apex Steel Erectors LLC $0 Closed - Unquoted 25 days
ALN Steel and Construction LLC $0 Closed - Unquoted 25 days
Hammberbush Construction and Coatings, Inc $0 Closed - Unquoted 25 days
Airmax Heating and Cooling, Inc. $22,000 Declined 24 days
Nawkaw, Inc. $127,135 Closed Lost 24 days
2025 WMC Inc $40,520 Flat Cancelled 24 days
2025 Opta Group LLC $344,949 Non-Renewed 24 days
Brackenbox Inc etal $624,828 Closed - Unquoted 24 days
R&R Christo Construction LLC $0 Closed - Unquoted 24 days
Lawrence Equipment, Inc. $1,990,917 Closed Lost 24 days
Displayit, LLC $1,055,919 Closed Lost 24 days
Liil Ventures - Bus Monitoring $25,000 Closed Lost 24 days
Lockton - Sephora $10,000 Closed Lost 24 days
Plumb Pro Inc DBA Halls Plumbing $0 Declined 24 days
E5 Equity Partners LLC, DBA 2C $41,018 Declined 24 days
California Steel Services $218,131 Closed Lost 24 days 🔒
Plenitude Food Crafts LLC $463,606 Closed Lost 24 days
Rustic Canyon Family of Restaurants Inc $478,144 Closed Lost 24 days
Piedmont Mining LLC $0 Declined 23 days
Thrasher Electric LLC $431,059 Declined 23 days
Best Way Construction LLC $0 Closed - Unquoted 23 days
Beach Cities Toy, LLC Beach Cities Toyota Westminster - $346,428 Closed - Unquoted 22 days
ERS Gunite & Ready Mix LLC $0 Declined 21 days
Crawford Concrete, LLC $58,846 Closed Lost 21 days
Rite Stuff Foods Inc $135,687 Closed Lost 21 days
Town & Country Supermarkets, Inc. $509,373 Closed Lost 21 days
Carrycase Enterprises, Inc $85,633 Closed - Unquoted 20 days
Maita Enterprises, Inc. $360,000 Closed Lost 19 days
Heck’s Excavating Inc $0 Declined 18 days
Alpha Masonry Inc $0 Declined 18 days
All American Drilling Inc, DBA Fisher Pump & Well Service $0 Declined 18 days
Rise Concrete Inc $0 Declined 18 days
ROBOCARE LLC DBA RoboCare USA $94,766 Declined 18 days
Triple-E Machinery Moving, Inc $0 Declined 18 days
Rago & Son Inc $236,316 Closed Lost 18 days
FOLDING SHUTTER CORPORATION $36,533 Closed - Unquoted 17 days
2025 Home 2 Carpentry Inc $9,322 Closed Lost 17 days
2025 Soflo Carpentry LLC $8,342 Closed Lost 17 days
Do It Right Plumbers Inc. $46,121 Declined 17 days
2025 Sumitomo Demag North America $63,568 Closed Lost 17 days
Vogel Sheet Metal and Heating Inc $837,372 Declined 17 days
Kitchen & Bath Center, LLC $40,317 Closed Lost 17 days
2025 J&R Remodeling Services Group LLC $11,303 Closed Lost 17 days
2025 M&M Asphalt Maintenance Inc $176,668 Closed Lost 17 days
Timothy Rose Contracting $0 Declined 17 days
Roadway Construction, LLC $0 Closed - Unquoted 17 days
Apple Roofing LLC $0 Closed - Unquoted 17 days
Generations Painting Group $80,000 Declined 17 days
Arrow Asphalt & Engineering Inc., $0 Closed - Unquoted 17 days
TNH Development, LLC $54,230 Declined 17 days
Greater Southern Demolition, INC $0 Closed - Unquoted 17 days
Riteway Systems Inc. DBA Riteway Demolition $0 Closed - Unquoted 17 days
Safety Guys LLC $0 Closed - Unquoted 17 days
TNT Construction LLC $0 Closed - Unquoted 17 days
KBL Construction LLC $0 Closed - Unquoted 17 days
Joliet Steel & Construction Inc $0 Declined 17 days
Kanect Co. $0 Declined 17 days
The Greenwich Tent Company $0 Declined 17 days
Hacor, Inc $1,786,678 Closed Lost 17 days
Kuehne Chemical Company $284,821 Closed Lost 17 days
Georgia Nut Company $1,153,356 Closed Lost 17 days
Ingardia Bros Produce, Inc $1,077,860 Closed Lost 17 days
Porta Via Calabasas, LLC - New Deal $222,014 Closed Lost 17 days
Trim-Rite Food Corporation(2025) $230,600 Closed Lost 17 days
FDH Machinery and Pump Installation $269,136 Closed - Unquoted 17 days
Jupiter Aluminum Corporation(2025) $845,979 Closed Lost 17 days
Progressive Pipeline Management, LLC(2025) $0 Declined 17 days
Bon Appetit Danish, Inc $895,693 Closed Lost 17 days
WNC Laundry LLC $439,455 Closed - Unquoted 17 days
Pra Company DBA Vantage Plastics Inc $495,759 Closed Lost 17 days
Capital Energy LLC $0 Declined 17 days
McGrath-Colosimo, Ltd $1,166,658 Closed Lost 17 days
Premier Construction Solutions of GA, LLC $65,000 Closed Lost 17 days
VENTURA HARBOR RESTAURANT ASSOCIATES INC $301,054 Closed Lost 17 days
NISAMEX, LLC $600,000 Closed Lost 17 days
Alco Iron & Metal Company(2025) $1,200,000 Declined 17 days 🔒
2025 Harold Brothers Mechanical $586,360 Non-Renewed 17 days
New Look Cosmetics, Inc $330,985 Closed Lost 17 days
Divergent Technologies, Inc.(2025) $664,171 Closed Lost 17 days
Salsa & Beer, Inc $284,539 Declined 17 days
ROMCIM a CRH - SP @ Construction $25,000 Closed Lost 16 days 🔒

Add Deal Manually

Manual deal addition coming soon! For now, all deals assigned to you are automatically loaded.

Deal Name

Amount
$0
Stage
Unknown
Last Contact
Unknown
Number of Feeds
Broker
Options
Goal Assignments
Open in HubSpot →