AGTEC Machinery Ltd

Dealer · Bay of Plenty, New Zealand · customer since 2011
NB Nathan General Manager
Workspace
NB Nathan Barnes General Manager The whole picture. On schedule, at risk, and what it is worth. AB Archie Barnes Production Manager What to build, in what order, at which station, and what will stop him. GB Grant Barnes Sales Manager The order book, the dealer channel, and how the integration actually works. DB Dallas Barnes Marketing Manager Campaigns, enquiries, and where the demand is coming from.
Persona is a lens, not a lock. Switching changes the dashboard and the landing page; it never hides a row.
Open orders
4
$126k
Machines in build
7
2 at risk
Machines owned
10
10 in warranty
Lifetime value
$233k
since 2011
Balance
$36,771
limit $38,000 · Active
OverviewMachines (10)Orders (4)Email (1)

Account

HARMONiQ
HARMONiQ account
C-1015
NZBN
9429 0411 6672
Type
Dealer
Terms
20th following
Currency
NZD · GST 104-882-611
Credit limit
$38,000
Credit status
Active
Dealer band
25% off list
Account manager
Nick Barnes
Aged balance
Current30 days60 days90+ daysTotal
$35,971 $800 $0 $0 $36,771

Contact and CRM

HubSpot
HubSpot company
7841020285
Lifecycle stage
Customer
Primary contact
Dean Roberts
Email
dean@agtec.co.nz
Phone
07 573 9012
Region
Bay of Plenty
Brands carried
Maxam Kinghitter
Open deals
2
Deals won
10

The account exists in both systems. HARMONiQ holds the money, HubSpot holds the relationship, and the Platform is the only place they are shown against the same machine.