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Ivelbridge Software logo

Ivelbridge Software

Prospect£0Proposal · £62k/yr
made from

AI facts

As at Fri 9 Oct 2026

Ivelbridge Software is a prospect with no executed order form, no ARR and no invoices. The final Growth proposal of 28 Sep 2026 quotes £62k for the first year and £50k a year from year two. No platform usage is on record. The open new Growth deal sits at the CRM proposal stage with an expected close of 30 Oct 2026, and a negotiation call is booked for 20 Oct 2026. On 7 Oct 2026 the CFO asked for the order form.

Read from 5 calls · 4 email threads · 1 deals · 3 people · 3 documents, newest 30 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websiteivelbridge.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityCambridgeSource: CRM company record
  • Size210 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because the CFO, Toby Eccles, asked for the order form on 7 Oct 2026 after CEO sign-off and Toby Carswell joined every call. The open point is terms: the first-year discount must stay within the 20% cap and the four-hour first response needs aligning with Growth.

SignalsProposal follow-up: next stepsDocument roll-upIvelbridge Software / BG-Demo – ProposalIvelbridge Software / BG-Demo – Demo

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £62,000Source: CRM deal Ivelbridge Software – New · new deal · Expected close 30 Oct 2026 · Owner Lewis Kerr
  • Last contact7 Oct 2026Email: Proposal follow-up: next steps · 2 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Lewis Kerr sends Toby Eccles a Growth order form that matches the final proposal, sets the P1 first response at one business hour, keeps the first-year discount within the 20% cap and states the nightly refresh. proposal
Who
Lewis Kerr Lewis Kerr
When
This week by 9 Oct 2026
Why
Lewis Kerr should send Toby Eccles a Growth order form now. It must set the P1 first response at one business hour, keep the first-year discount within the 20% cap and state the nightly refresh, ready for the 20 Oct 2026 negotiation call.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: Ivelbridge Software's CFO asked for the order form on 7 Oct 2026. Nothing is executed. The final Growth proposal quotes £62k first year, and Lewis Kerr must send a compliant order form before the negotiation call booked for 20 Oct 2026.

Prospect Ivelbridge Software has no executed order form or invoices. The final Growth proposal of 28 Sep 2026 quotes £62k first year and £50k a year from year two, and the CRM expects close on 30 Oct 2026.

No usage is on record because Ivelbridge is not yet on the platform. Toby Carswell, Head of Operations, joined all four calls with Lewis Kerr; Toby Eccles, the CFO, asked for the order form on 7 Oct 2026 after CEO sign-off.

All three documents quote a four-hour first response against the Growth one business hour P1 term, and the dashboards were called always fresh despite a nightly refresh. Price was conceded in principle, so the discount must stay within the 20% cap.

Lewis should send Toby Eccles a compliant Growth order form by 9 Oct 2026, ready for the negotiation call booked for 20 Oct 2026.

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

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Finance read

As at Fri 9 Oct 2026

Prospect, one open deal

Standing No invoices

Ivelbridge Software has no ARR and no invoices. One open new Growth deal sits at proposal stage in the CRM, amount £62k, expected to close on 30 Oct 2026. It is a forecast, not a win.

  • Open Growth deal at proposal stage is a forecast
  • Expected close 30 Oct 2026
  • No order form, so no ARR
The analysis

Recurring revenue: no order form has started, so there is no ARR. CRM ARR, the invoiced run rate and order-form ARR are all £0.

Next commitment: none is contracted. The open deal has an expected close date of 30 Oct 2026.

Billing: there are no invoices, so nothing is overdue or disputed.

Deals: the open new Growth deal has an amount of £62k and an annual value of £50k, created on 10 Aug 2026. Its owner, Lewis Kerr, is active in HR. The CRM stage is opportunity.

Ivelbridge Software – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

AImade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

3 documents in 2 folders; 1 drafts hang on their executed paper. All documents

  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

DealStageAmountClose
Ivelbridge Software – Newproposal£62,00030 Oct 2026
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 20 Oct 2026upcoming callIvelbridge Software / BG-Demo – Negotiation Lewis Kerr, Owen Tallis, Toby Eccles, Toby CarswellIvelbridge Software logoLewis KerrOwen TallisToby Eccles+1
  • 19 Nov 2026upcoming eventBG-Demo webinar Alice Brewer, Harriet Gale, Sanne Bakker, Brooke Dawson, Warren Petrie, Orla Keane, Melissa Garnett, Sam Yates, Nathan Wragg, Kristen Abernathy, Bradley Faircloth, Gordon McInnes, Helen Varley, Aisling Kiely, Shane Twomey, Kristin Lindahl, Eleanor Pickering, Maureen Ellis, Martina Engel, Allan Stoker, Gemma Varley, Glen Nuttall, Kirsty Hepworth, Lorraine Coombes, Imran Qureshi, Noor el Amrani, Janet Readman, Brianna Hollis, Belinda Moss, Linnea Holm, Jenna Lindstrom, Aoife Brophy, Lucas Goossens, Vicky Brearley, Megan Entwistle, Toby Eccles, Kevin Bishop, Elspeth Haldane, Lauren Pilkington, Ronan Healy, Joanne Unwin, Sue Ditchfield, Maarten Bosman, Phil CatterallAlice BrewerHarriet GaleSanne Bakker+41
  • Held
  • 30 Sep 2026email threadProposal follow-up: next steps Lewis Kerr, Toby Carswell, Toby EcclesIvelbridge Software logoLewis KerrToby CarswellToby Eccles
  • 28 Sep 2026documentIvelbridge Software - Proposal Lewis KerrIvelbridge Software logoLewis Kerr
  • 28 Sep 2026callIvelbridge Software / BG-Demo – Proposal Lewis Kerr, Toby Carswell, Toby EcclesIvelbridge Software logoLewis KerrToby CarswellToby Eccles
  • 23 Sep 2026email threadProposal call scheduling Lewis Kerr, Toby CarswellIvelbridge Software logoLewis KerrToby Carswell
  • 23 Sep 2026documentIvelbridge Software - Proposal v1 Lewis KerrIvelbridge Software logoLewis Kerr
  • 22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Kirsty Hepworth, Gillian Thewlis, Rhys Gulliver, Imran Qureshi, Liz Waddington, Noor el Amrani, Amy Royle, Gail Moorcroft, Nathan Hulme, Lorna Cairns, Vincent Ackerley, Orla Mannion, Glenn Wojcik, Pauline Northey, Marisol Ybarra, Monique Jefferson, Dennis Mrozek, Jens Krause, Kristen Haugen, Gijs Koster, Marie Wouters, Mette Kjær, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana KurtzAlice BrewerLouise PringEamon Burke+55
  • 21 Sep 2026callIvelbridge Software / BG-Demo – Demo Lewis Kerr, Hannah Lowe, Toby CarswellIvelbridge Software logoLewis KerrHannah LoweToby Carswell
  • 16 Sep 2026documentIvelbridge Software - Security Questionnaire Theo GallagherIvelbridge Software logoTheo Gallagher
  • 15 Sep 2026email threadLet's schedule a demo Lewis Kerr, Toby CarswellIvelbridge Software logoLewis KerrToby Carswell
  • 14 Sep 2026callIvelbridge Software / BG-Demo – Demo Lewis Kerr, Theo Gallagher, Toby CarswellIvelbridge Software logoLewis KerrTheo GallagherToby Carswell
  • 28 Aug 2026email threadFollow-up: Growth for Ivelbridge Lewis Kerr, Toby Carswell, Toby EcclesIvelbridge Software logoLewis KerrToby CarswellToby Eccles
  • 27 Aug 2026callIvelbridge Software / BG-Demo – Discovery Lewis Kerr, Toby Carswell, Toby EcclesIvelbridge Software logoLewis KerrToby CarswellToby Eccles
  • 10 Aug 2026dealIvelbridge Software – New Lewis Kerr, Toby CarswellIvelbridge Software logoLewis KerrToby Carswell
  • 26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Rebecca Ainsworth, Gillian Thewlis, Stuart Kitson, Thijs Brouwer, Julia Obermaier, Bas Vermeulen, Alexandra Peck, Margaret Crisp, Lynne Featherstone, Frank DeLuca, Birgit Wolff, Kylie Dwyer, Erik Wallin, Wesley Calhoun, Priscilla Adams, Suresh Pillai, Darryl MacKinnon, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia HartmannAlice BrewerKofi MensahEllie Rowcliffe+54
  • 17 Apr 2025eventBG-Demo webinar Sofia Marchetti, Liam Doherty, Anders Nyqvist, Rhona Aitken, Adrian Mellor, Matthew Grice, Shannon Lockwood, Barry Coxon, Cheryl Tomczak, Stefanie Lange, Willem Arts, Fergus Tierney, Fraser Moncrieff, Ailsa Pringle, Lynn Staniforth, Wouter Kok, Liam Sedgwick, Jenny Trethewey, Geoff Lamb, Louise Sutcliffe, Hans Kok, Robin Gittins, Faye Lund, Niels van Leeuwen, Julien Faure, Lauren Pacheco, Faye Metcalfe, Toby Eccles, Jade Riley, Ed Ingham, Desmond Oyelaran, Matt Colenso, Nigel Ferris, Jade Kenwright, Clare HuddlestonSofia MarchettiLiam DohertyAnders Nyqvist+32
  • 19 Sep 2024eventBG-Demo webinar Nell Ashcombe, Callum Reid, Robert Vane, Roger Pickles, Graham Tovey, Marloes de Vries, Helen Varley, Ffion Rees, Owain Jenkins, Stijn Gielen, Glenys Routledge, Paul Hetherington, Leanne Partington, Danielle Novotny, Janet Readman, Aaron Crowther, Hans Kok, Henry Graves, Lewis Tait, Niels van Leeuwen, Toby Carswell, Kirsty Priestley, Graeme Charlton, Tyrell Haynes, Ailsa Dunlop, Iain Lumsden, Tracey BainbridgeNell AshcombeCallum ReidRobert Vane+24
CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds
  • Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Ivelbridge Software's pages are written from 4 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 12 AI summaries of 13 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 4 pages. 3 AI records in this trail are not written yet.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Documents · Events · Email
made from

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.

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