Marcus Chen — Zoho CRM

Lead Information Edit

Lead Status

🔥 Hot

Lead Source

Inbound — Webinar

Industry

SaaS / Cloud Infrastructure

Annual Revenue

$4.2M

No. of Employees

180

Rating

★★★★☆

Lead Owner

Rachel Kim

Created

Mar 19, 2026

Last Activity

Apr 4, 2026

Description Lead Intake Sync [APP]

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Address Edit

City

Austin, TX

Country

United States

ZIP

78701

Activities

+ Log Activity

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Notes

Emails

Calls

Meetings

Today · Apr 4, 2026

📝

Rachel Kim added a note 9:55 AM

Follow-up call went well — Marcus confirmed their DevOps toolchain evaluation is wrapping up end of April. Strong signal on the platform tier. Sending RFP template by EOD.

Edit Delete

Apr 2, 2026

📧

Rachel Kim sent an email 3:08 PM

Re: Apex Dynamics — Platform Evaluation

To: m.chen@apexdynamics.co

Hi Marcus, great connecting at the SaaS Summit. Attached is the feature comparison matrix you requested. Let me know if the April 7th slot works for a deeper technical walkthrough with your infrastructure team.

View email Reply

📞

Rachel Kim logged a call 11:30 AM

Duration: 22 min · Outcome: Interested
Initial discovery call. Pain point: current CI/CD pipeline breaks under load spikes. Budget range $30–50K annually. Key decision maker: Marcus + CTO Priya Nair.

Edit View recording

Mar 25, 2026

✅

System task completed 10:00 AM

Initial outreach email sent. Lead moved from New → Contacted.

Open Tasks

+ Add Task

Send RFP template to Marcus Chen

Apr 4 (Today)

Schedule technical deep-dive with Apex infra team

Apr 7

Prepare custom pricing proposal (200-seat tier)

Apr 10

Send feature comparison matrix

Apr 2