Deal Management

Assign your HubSpot deals to goals and track progress

303
Total Assigned Deals
4
Active Goals
58
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 (21/20 by 12/31/2025)
SafetyPulse (20/20 by 12/31/2025)
🔍 Filters: safetypulse_ai = true
Broker Lead Sales (11/15 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 ↕
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↕
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Mills Products - SafetyPulse $3,600 Closed Won 36 days 🔒
Standard Industries - Initial Pilot $50,000 Qualified 35 days
Southern Tree Professionals, LLC $107,518 Issued 30 days 🔒
Structural Services - SafetyPulse $12,000 Appointment Scheduled 25 days 🔒
Carrefour - Risk Reports $25,000 Appointment Scheduled 25 days
Southern California Edison - HECA/JSA/NSC $50,000 Appointment Scheduled 25 days
Agri-Services Agency - SafetyPulse $24,000 Appointment Scheduled 24 days 🔒
SteelEye -SafetyPulse $25,000 Pilot 16 days 🔒
Administrative Employee Relief Inc (2025) $187,576 Qualified Submission 16 days
C.J. Hammer Pump and Machinery Co $117,039 Qualified Submission 16 days
Flow Serve - New Deal $25,000 Assessment 16 days
Steel Service - SafetyPulseAI $3,000 Closed Won 15 days 🔒
Stella-Jones - Pilot $12,000 Closed Won 14 days 🔒
Tri-City Electric - SP/VMS $12,000 Pilot 13 days 🔒
BLUvera - New Deal $25,000 Pilot 12 days 🔒
Duke Energy Corporation - New Deal $12,000 Appointment Scheduled 12 days
Piedmont Steel Company, LLC $0 Qualified Submission 12 days
FM GENERATOR INC $120,493 Qualified Submission 12 days
Sargent Electric - SafetyPulse $36,000 Pilot 11 days 🔒
SP - paper handling / Verkada $159,000 Presentation Scheduled 10 days
Foothill Fire Protection Inc - ARM ALPHA DEAL $25,000 Qualified 9 days
Tippman - SP/Construction $6,500 Closed Won 9 days 🔒
Arrow Linen Supply - Risk Report $20,000 Contract Sent 9 days
LCSWMA - VCIA/JSA $20,000 Pilot 9 days 🔒
Stutsman C Eldon - SafetyPulse $25,000 Pilot 9 days 🔒
Dennis Allen Associates $230,739 Qualified Submission 9 days
Barron-Industries - direct program $20,000 Assessment 9 days
SC Hospitality Holdings LLC $196,511 Issued 8 days
2025 Fibertex Nonwovens Inc $239,825 Issued 7 days
Shelby Erectors Inc - SafetyPulse Annual $36,521 Closed Won 7 days 🔒
General Produce Co., LTD $525,847 Issued 7 days
Lorenzo Food Group, Inc $999,396 Issued 7 days
Holland Pump Company $115,589 Qualified Submission 7 days
Kunkel Enterprises Inc. $395,615 Issued 6 days
Cypress Gulf Development Corp.(2025) $0 Lead 6 days
Berry Pallets Inc $152,118 Issued 6 days
East End Lumber Company Inc $58,015 Issued 6 days
Berlon Holdings LLC $72,209 Issued 6 days
Reinforced Structures Inc $1,850,318 Lead 6 days
Prime Materials Recovery - SafetyPulse pilot $25,000 Appointment Scheduled 6 days 🔒
Schoellhorn-Albrecht Machine Co Inc $96,962 Bound - Closed Won 6 days
Maestro Food Co. Inc. (2025) $509,477 Issued 6 days
x.ai - Datacentre Construction $118,000 Closed Won 6 days 🔒
Gerelco Traffic Controls Inc. $0 Qualified Submission 6 days
Yellow Cab Holdings, LLC $900,254 Issued 5 days
Restaurant Holdings, LLC / GRG Holdings LLC (Gibsons) $994,554 Issued 5 days
2025 Hernandez Finish Carpentry, Inc $21,963 Issued 5 days
Thrift Holdings, LLC $137,468 Issued 5 days 🔒
Bakhtiari Auto Group(2025) $368,710 Issued 5 days
Flint Equipment Co (2025) $151,029 Issued 5 days
About Food Inc $247,911 Issued 5 days
2025 Glass Enterprises Inc $259,702 Issued 5 days
QISG - SP - Verkada Integration $24,000 Pilot 5 days 🔒
Mortenson - Wind Construction $36,000 Pilot 5 days 🔒
Altamarea Services & Administration LLC $176,034 Issued 5 days
RoGar Manufacturing, Inc $128,137 Issued 5 days
United Wash and Dye (A Corp) dba Creative Dry Process, Inc $137,114 Issued 5 days
The BG Group, LLC $114,991 Issued 5 days 🔒
Gen X HR Solutions $37,492 Issued 5 days
Norfolk Iron & Metal - New Deal $25,000 Presentation Scheduled 5 days
Helio Next Holdings, Inc. $45,619 Issued 5 days
Corporate Ewaste Solution $396,428 Issued 5 days
RealTime Monitoring - electrical contractor $25,000 Pilot 5 days 🔒
Dixon Exhibits, LLC DBA: Dixon Studios, LLC $29,886 Qualified Submission 5 days
Renewal: 2025 Soflo Carpentry LLC $0 Underwriting Review 5 days
Renewal: 2025 Home 2 Carpentry Inc $0 Underwriting Review 5 days
B2 RTO LLC $259,562 PT Completed - Awaiting Info 5 days
K2 Pure Solutions $317,272 Issued 5 days
Rosendin - Safe Work Plan - Enterprise $120,000 Assessment 5 days
IMC MetalsAmerica - Real Time Monitoring $22,000 Assessment 5 days 🔒
American BD Company DBA Opici Family Distributing $2,018,697 Issued 4 days
ARNING COMPANIES, INC $189,051 Issued 4 days 🔒
Tacombi Holdings NA, LLC $355,252 Issued 4 days
Tesla Product Exploration $195,000 Closed Won 4 days
Circle Pizza LLC $724,491 Issued 4 days
Buzz LLC $127,973 Issued 4 days
Terzo Enterprises Inc $908,873 Issued 4 days
2025 Intelligent Blends, LLC $167,154 Issued 4 days
Philly's Best Steak Company Inc. -(2025) $272,293 Issued 4 days
GW Supermarket of CA, Inc. $937,575 Issued 4 days
FOMAS International -Italy/India $25,000 Pilot 4 days 🔒
2025 Yellow Cab Holdings, LLC $929,605 Stage 1065964952 4 days
2025 Plycon Van Lines Inc $450,252 Stage 1065964952 4 days
Cobb Industrial Fabricators, Inc. $63,842 Issued 4 days
Marketon, Inc. A Nevada Corporation $92,789 Issued 4 days
Thanks Mate, Inc $200,190 Issued 4 days
Table Bluff Brewing, Inc $125,945 Issued 4 days
Ebara Mixers Inc $111,919 Issued 4 days
XPO Logistics, Inc. - SafetyPulse $3,600 Closed Won 4 days 🔒
Titan Modular Systems Inc $501,438 Issued 4 days
Diamond Cargo LLC $124,130 Bound - Closed Won 4 days
Puente Hills Hyundai, LLC $503,414 Bound - Closed Won 4 days
Diamond Builders Inc $339,070 Issued 4 days 🔒
2025 Total Warehouse Solutions LLC $527,096 Stage 1065964952 4 days
2026 American BD Company DBA Opici Family Distributing $1,940,986 Stage 1065964952 4 days
Reid Products, Inc. $135,331 Bound - Closed Won 4 days
2026 United States Metal Powders Inc $122,115 Stage 1065964952 4 days
2025 ARNING COMPANIES, INC $176,349 Stage 1065964952 4 days
Badia Spices LLC $850,947 Issued 4 days
Fortera Corporation $176,847 Bound - Closed Won 4 days
Fascella Finishes, Inc $103,066 Qualified Submission 4 days
Grip Tite Mfg Co LLC $66,928 Issued 4 days
2026 Queen Enterprises DBA Price Chopper $321,939 Stage 1065964952 4 days
2026 Gorham Acquisition LLC DBA White Mountain Paper $161,501 Stage 1065964952 4 days
Martin Produce Inc $249,441 Quote Delivered 4 days
Freeman Motors Inc $272,669 Bound - Closed Won 4 days
El Molino De Oro Inc (2026) $294,059 Bound - Closed Won 4 days
Foundation Ten LLC $247,223 Bound - Closed Won 4 days
2026 Old Bridge Minerals Inc $238,879 Stage 1065964952 4 days
Conagra Brands - Enterprise SWP $200,000 Contract Sent 4 days
Wolfe Industrial Inc $85,863 Qualified Submission 4 days
EPIC - Lumber Yard VMS $25,000 Pilot 4 days
JDSO Inc dba Red Boot Beverage; Red Book Distillery $101,368 Stage 1053255774 4 days
DHL - Expansion $150,000 Closed Lost 152 days
DHL - Realtime Trial (2) $96,000 Closed Lost 134 days
Southern Road & Bridge - New Deal $12,000 Closed Lost 132 days 🔒
MAS Building and Bridge $15,000 Closed Lost 127 days 🔒
Southern Ohio Medical Center :: SOMC - Benchmark $300 Closed Lost 119 days
Structural Steel Technologies - reolink $25,000 Closed Lost 119 days 🔒
The Christ Hospital Health Network $10,000 Closed Lost 102 days
AIT Worldwide Logistics - SafetyPulseAI $68,000 Closed Lost 101 days 🔒
Pennstress - Safety Pulse - POC $12,000 Closed Lost 101 days 🔒
Mobility ADO - Initial Pilot/POV $20,000 Closed Lost 101 days
LVMH - New Deal $50,000 Closed Lost 99 days
Fairfield Electric, Inc $0 Closed - Unquoted 91 days
Home Solutions of Iowa $0 Declined 80 days
General Coatings Corporation $0 Closed - Unquoted 79 days
Adams Demolition, Inc $243,093 Closed - Unquoted 79 days
Nivra GD Services, LLC $78,119 Declined 78 days
King Shock Technology, Inc $216,266 Closed Lost 78 days
CAPPX Construction, LLC $2,024 Declined 78 days
Structural Steel Technologies - SafetyPulse $12,000 Closed Lost 77 days 🔒
Flock Group, Inc $665,932 Closed Lost 77 days
Balchem Corporation(2025) $1,100,000 Closed - Unquoted 74 days
Canada Tank Solutions USA, Inc. $0 Closed - Unquoted 74 days
Hammberbush Construction and Coatings, Inc $0 Closed - Unquoted 71 days
Liil Ventures - Bus Monitoring $25,000 Closed Lost 70 days
California Steel Services $218,131 Closed Lost 70 days 🔒
Premier Construction Solutions of GA, LLC $65,000 Closed Lost 63 days
Oasis Management Inc. - New Deal $0 Declined 62 days
ROMCIM a CRH - SP @ Construction $25,000 Closed Lost 62 days 🔒
Brackenbox Inc etal $624,828 Closed - Unquoted 61 days
Crawford Concrete, LLC $58,846 Closed Lost 61 days
Plenitude Food Crafts LLC $463,606 Closed Lost 61 days
Best Way Construction LLC $0 Closed - Unquoted 57 days
Herald Construction Company Inc - $0 Closed - Unquoted 57 days
Britt Demolition and Recycling Inc $0 Declined 57 days
St. Croix Wall Systems Inc. $0 Declined 53 days
Apex Steel Erectors LLC $0 Closed - Unquoted 50 days
ALN Steel and Construction LLC $0 Closed - Unquoted 50 days
Finishing Touch Moulding Inc $337,076 Closed Lost 49 days
Hyland Filter Service $197,781 Declined 49 days
Star Companies Inc. $0 Declined 49 days
Supremas Inc $373,430 Closed Lost 48 days
Skylight Specialists of New England $0 Declined 47 days
MZI Telecom, Inc $0 Closed - Unquoted 46 days
Style-Craft, Inc. $24,327 Closed - Unquoted 46 days
M&M Masonry Inc $0 Closed - Unquoted 46 days
Gardner-Watson Studs - SafetyPulse $12,000 Closed Lost 42 days 🔒
Lockton - Sephora $10,000 Closed Lost 39 days
Lawrence Equipment, Inc. $1,990,917 Closed Lost 38 days
WTG Terrazzo & Tile, Inc $0 Closed - Unquoted 35 days
Greener World Solutions Holding Co $0 Closed - Unquoted 34 days
Quality Roofing Services, Inc. $151,800 Declined 33 days
Loyal Plumbing Inc $76,729 Declined 29 days
Allmark Door Company LLC $245,874 Closed - Unquoted 25 days
Wietsma & Lippolis Construction, LLC $0 Declined 25 days
R&R Christo Construction LLC $0 Closed - Unquoted 23 days
Roldan Construction Inc $0 Declined 21 days
Hahn Ready-Mix Company $300,345 Closed Lost 21 days
Town & Country Supermarkets, Inc. $509,373 Closed Lost 21 days
Haas Automation, Inc. $2,982,987 Declined 21 days
Courtesy Corp Inc $655,825 Closed - Unquoted 21 days
W.G. Tomko - SP $12,000 Closed Lost 20 days 🔒
Interstate Construction and Development LLC $0 Declined 20 days
CTX Infrastructure, LLC $0 Declined 20 days
XPO Logistics, Inc. - SafetyPulse Warehousing $100,000 Closed Lost 20 days 🔒
2025 WMC Inc $40,520 Flat Cancelled 19 days
Quality Linings and Painting, Inc $119,720 Closed Lost 19 days
TruTemp - Maynor Service Company $0 Declined 19 days
Piedmont Mining LLC $0 Declined 19 days
Nawkaw, Inc. $127,135 Closed Lost 18 days
Thrasher Electric LLC $431,059 Declined 18 days
PLA - Risk Navigator $25,000 Closed Lost 18 days
CCI - Risk Navigator Alpha $30,000 Closed Lost 18 days
ATI - Risk Navigator $30,000 Closed Lost 18 days 🔒
Kaiser Permanente - Risk Navigator $50,000 Closed Lost 18 days
Feast California Cafe, (LLC) DBA: Corner Baker $643,859 Closed Lost 18 days
Pra Company DBA Vantage Plastics Inc $495,759 Closed Lost 18 days
Plumb Pro Inc DBA Halls Plumbing $0 Declined 18 days
Crystal Heating & Cooling Service Inc. $139,596 Closed - Unquoted 18 days
Wave Steel, LLC $0 Closed - Unquoted 17 days
Fenix Parent LLC $811,224 Closed Lost 16 days
Jackson-Cook LC $145,602 Closed Lost 15 days
iSpice, LLC $457,667 Closed Lost 15 days
Ellsworth Cooperative Creamery $449,685 Closed Lost 15 days
Creative Management Services LLC (2026) $0 Closed - Unquoted 15 days
South Bay Ford, Inc $431,686 Closed Lost 14 days
Surteco North America Inc. $850,000 Closed Lost 14 days
RP Automotive, Inc. dba SoCal Penske Dealer Group $1,115,971 Declined 14 days
Ipswich Bay Glass Co Inc $115,293 Declined 13 days
24-7 Grease Trap & Services, Inc. $0 Declined 13 days
G5 Office Interiors LLC $0 Declined 13 days
Reliable Wholesale Lumber, Inc.(2025) $842,015 Closed Lost 13 days
Maverick Environment Equipment LLC $67,418 Closed - Unquoted 12 days
G.A. Management Chicago LLC $253,343 Closed Lost 12 days
ATTA Elevators USA Inc $0 Declined 12 days
Alpha Masonry Inc $0 Declined 11 days
Displayit, LLC $1,055,919 Closed Lost 11 days
ADT Pizza LLC $318,068 Closed Lost 11 days
Villari Food Group, LLC $419,551 Closed Lost 11 days
Airmax Heating and Cooling, Inc. $22,000 Declined 9 days
American Jerky Company LLC $945,976 Closed Lost 9 days
Northern Equipment Company, Inc. $52,423 Closed - Unquoted 8 days
Do It Right Plumbers Inc. $46,121 Declined 7 days
2025 Sumitomo Demag North America $63,568 Closed Lost 7 days
Anderson Charnesky Structural Steel, Inc $0 Declined 7 days
Generations Painting Group $80,000 Declined 7 days
TNH Development, LLC $54,230 Declined 7 days
Adonai Enterprises, Inc $80,928 Closed Lost 7 days
Capital Energy LLC $0 Declined 7 days
Alco Iron & Metal Company(2025) $1,200,000 Declined 7 days 🔒
Heimark Distributing, LLC(2026) $1,017,974 Closed Lost 7 days
Rustic Canyon Family of Restaurants Inc $478,144 Closed Lost 7 days
Red Chamber Co. $759,520 Closed Lost 7 days
American Louver Company, LLC (2026) $440,294 Closed Lost 7 days
Del's Metal Co Caldwell Recyclers Inc DBA Midwest Recyclers $199,364 Closed Lost 7 days
RJ Torching Inc $97,632 Declined 7 days
Steel Craft, Inc $0 Declined 7 days
FOLDING SHUTTER CORPORATION $36,533 Closed - Unquoted 6 days
2025 Home 2 Carpentry Inc $9,322 Closed Lost 6 days
2025 Soflo Carpentry LLC $8,342 Closed Lost 6 days
Kitchen & Bath Center, LLC $40,317 Closed Lost 6 days
Heck’s Excavating Inc $0 Declined 6 days
Timothy Rose Contracting $0 Declined 6 days
Roadway Construction, LLC $0 Closed - Unquoted 6 days
Arrow Asphalt & Engineering Inc., $0 Closed - Unquoted 6 days
Greater Southern Demolition, INC $0 Closed - Unquoted 6 days
Riteway Systems Inc. DBA Riteway Demolition $0 Closed - Unquoted 6 days
Safety Guys LLC $0 Closed - Unquoted 6 days
TNT Construction LLC $0 Closed - Unquoted 6 days
KBL Construction LLC $0 Closed - Unquoted 6 days
Circle Pizza LLC (Jencap) $0 Closed - Unquoted 6 days
Kanect Co. $0 Declined 6 days
Kuehne Chemical Company $284,821 Closed Lost 6 days
Ingardia Bros Produce, Inc $1,077,860 Closed Lost 6 days
WNC Laundry LLC $439,455 Closed - Unquoted 6 days
JDS Construction Group LLC (2026) $0 Declined 6 days
4R Family Enterprises $439,062 Closed Lost 6 days
Lawson Concrete Inc $501,207 Declined 6 days
1 800 Heaters, Inc. $0 Declined 5 days
2025 J&R Remodeling Services Group LLC $11,303 Closed Lost 5 days
2025 M&M Asphalt Maintenance Inc $176,668 Closed Lost 5 days
All American Drilling Inc, DBA Fisher Pump & Well Service $0 Declined 5 days
Rise Concrete Inc $0 Declined 5 days
ROBOCARE LLC DBA RoboCare USA $94,766 Declined 5 days
The Greenwich Tent Company $0 Declined 5 days
Triple-E Machinery Moving, Inc $0 Declined 5 days
Hacor, Inc $1,786,678 Closed Lost 5 days
IDG HoldCo LLC $635,039 Closed Lost 5 days
ERS Gunite & Ready Mix LLC $0 Declined 5 days
Georgia Nut Company $1,153,356 Closed Lost 5 days
Porta Via Calabasas, LLC - New Deal $222,014 Closed Lost 5 days
Trim-Rite Food Corporation(2025) $230,600 Closed Lost 5 days
Moore Industries International Inc $73,729 Closed Lost 5 days
FDH Machinery and Pump Installation $269,136 Closed - Unquoted 5 days
zurich - delivery drivers $100,000 Closed Lost 5 days 🔒
Maita Enterprises, Inc. $360,000 Closed Lost 5 days
Bon Appetit Danish, Inc $895,693 Closed Lost 5 days
Carrycase Enterprises, Inc $85,633 Closed - Unquoted 5 days
McGrath-Colosimo, Ltd $1,166,658 Closed Lost 5 days
WASH Laundry - JSA/NSC $25,000 Closed Lost 5 days
VENTURA HARBOR RESTAURANT ASSOCIATES INC $301,054 Closed Lost 5 days
Rago & Son Inc $236,316 Closed Lost 5 days
NISAMEX, LLC $600,000 Closed Lost 5 days
Bluestone Hospitality LLC $385,673 Closed Lost 5 days
New Look Cosmetics, Inc $330,985 Closed Lost 5 days
Salsa & Beer, Inc $284,539 Declined 5 days
Redwood Beverage Group, LLC - New Deal $709,880 Closed Lost 5 days
LNL Anodizing Inc $61,002 Closed Lost 5 days
FDR Services Corp (Duplicate) $729,400 Closed Lost 5 days
Norcal Pool Construction, Inc. DBA: South Bay Gunite $0 Declined 5 days
Vogel Sheet Metal and Heating Inc $837,372 Declined 4 days
Apple Roofing LLC $0 Closed - Unquoted 4 days
Joliet Steel & Construction Inc $0 Declined 4 days
2025 Opta Group LLC $344,949 Non-Renewed 4 days
Beach Cities Toy, LLC Beach Cities Toyota Westminster - $346,428 Closed - Unquoted 4 days
Colt CZ Group North America, Inc. $1,504,459 Closed Lost 4 days
Jupiter Aluminum Corporation(2025) $845,979 Closed Lost 4 days
Progressive Pipeline Management, LLC(2025) $0 Declined 4 days
Porter Steel - SafetyPulse - 6 cameras $12,000 Closed Lost 4 days 🔒
Rite Stuff Foods Inc $135,687 Closed Lost 4 days
TS Painting & Drywall $0 Declined 4 days
Echo USA of Temple City Inc $213,637 Closed Lost 4 days
E5 Equity Partners LLC, DBA 2C $41,018 Declined 4 days
2025 Harold Brothers Mechanical $586,360 Non-Renewed 4 days
Divergent Technologies, Inc.(2025) $664,171 Closed Lost 4 days
Muller Martini Corp $156,932 Closed - Unquoted 4 days
Midwest Canvas Corporation(2025) $310,634 Closed Lost 4 days
General Tool, Inc $245,661 Closed Lost 4 days
Southern Lifting and Hoisting, LLC $90,000 Closed - Unquoted 4 days
WestCor Companies, LLC $0 Declined 4 days
Taurus Staffing Inc $0 Declined 4 days

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