Sterling Ridge Wealth Advisors
AI Receptionist Demo
Organizations
Accounts and organizations tracked across conversations
Demo data — resets nightlyTotal Organizations
0
active accounts
Active Tickets
0
open across all accounts
Combined Monthly Revenue
$0
avg $2,387 per account
Healthy Accounts
0%
6 of 10 in good standing
Account Book
Sorted, searchable and filterable — click a column to sort
| Organization | Industry | Contacts | Active Tickets | Plan | Monthly Revenue | Health |
|---|---|---|---|---|---|---|
| Hazelwood Farms | Transport | 26 | 2 | Growth | $4,025 | Watch |
| Ridgeline Ventures | Professional services | 28 | 3 | Scale | $3,172 | Good |
| Lakeshore Legal Group | Technology | 30 | 3 | Scale | $672 | At risk |
| Oak Hill Dental Partners | Hospitality | 29 | 2 | Growth | $1,054 | Good |
| Braxton Consulting | Technology | 15 | 3 | Growth | $810 | Good |
| Meridian Property Group | Technology | 6 | 6 | Starter | $3,285 | Good |
| Newport Marine LLC | Healthcare | 22 | 6 | Scale | $2,671 | Watch |
| Sterling Medical Associates | Manufacturing | 12 | 5 | Starter | $2,961 | Good |
| Whitfield Family Trust | Manufacturing | 18 | 3 | Scale | $2,168 | At risk |
| Palmer Family Office | Retail | 38 | 1 | Enterprise | $3,053 | Good |