B-Viz
Eccup Software logo

Check-in notes

Email thread

Eccup Software logo Eccup Software · cs

Marcus Bell sent notes after the check-in. A small group uses B-Viz against 40 licensed users, nothing is open on tickets or invoices, and the term runs to 6 May 2025. There is no reply in the thread.

What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell sent notes after the check-in. A small group uses B-Viz against 40 licensed users, nothing is open on tickets or invoices, and the term runs to 6 May 2025. There is no reply in the thread.

Ask: Marcus recorded that a small group uses B-Viz regularly, well below 40 licensed users. He will send a per-person usage summary and consider a session for the wider team.

Customer view: No customer response in the thread. Holly Garside was to think about which colleagues would benefit.

Next: Marcus picks up the renewal conversation in the new year, ahead of the 6 May 2025 term end.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages1
First message2024-12-19
Last message2024-12-19

Messages

  1. Marcus Bell
    Marcus Bell 19 Dec 2024 10:31
    to Holly Garside
    Hi Holly, Thanks for your time this morning. Here are my notes from the call, so we both have the same picture. What we covered: - Your team is using B-Viz to read tickets, renewals and usage for each of your care providers, which is what you bought it for. - A small group of people are using it regularly. Usage has crept up a little recently, though it is nowhere near the number of licensed users you have, which is 40. There is plenty of room to bring more of the team in if you want to. - No support tickets open and nothing outstanding on invoices, so as far as I can see there is nothing getting in the way. What I'll do: - Send you a short usage summary after the break, broken down by person, so you can see who is asking the questions. - Look at whether a short session for the wider customer success team would help. What you said you'd do: - Think about which colleagues would get the most from it. Your current term runs to 6 May 2025, so we will pick up the renewal conversation in the new year. No rush before then. Happy to jump on a call any time if something comes up. Have a good Christmas. Thanks, Marcus

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help

Ask B

B-Viz · read-only