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Sloane Kittery Software

Prospect£0Proposal · £28k/yr
made from

AI facts

As at Fri 9 Oct 2026

Sloane Kittery Software has no executed order form, no ARR and no invoices. The proposal of 15 Sep 2026 offers Starter for up to 15 users and 4 business systems at £22k a year plus £6,000 implementation, £28k in the first year. No platform usage is on record. The open new-business deal is at the CRM proposal stage with an expected close of 6 Nov 2026. A negotiation call with Lisa Marchand is booked for 19 Oct 2026.

Read from 4 calls · 3 email threads · 1 deals · 3 people · 2 documents, newest 18 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websitesloanekittery.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityBostonSource: CRM company record
  • Size190 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • 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 nothing is signed and the deal is still at proposal. Chris Albanese rates the functionality as solid, but finance wants an ROI case and legal wants the DPA reviewed. The opportunity is a value case built on manual QBR reporting for Lisa Marchand.

SignalsDocument roll-upSloane Kittery Software / BG-Demo – ProposalSloane Kittery Software / BG-Demo – DemoFinance read

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £28,000Source: CRM deal Sloane Kittery Software – New · new deal · Expected close 6 Nov 2026 · Owner Jordan Pike
  • Last contact24 Sep 2026Email: Proposal for Starter · 15 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike sends Lisa Marchand a written ROI and payback case for the £28k Starter proposal, built on manual QBR reporting hours, ahead of the 19 Oct 2026 negotiation call. proposal
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should send Lisa Marchand, CFO, a written ROI case for the £28k Starter proposal before the 19 Oct 2026 negotiation call. Finance wants payback figures, and no figures have been given yet.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: Sloane Kittery Software has an open £28k Starter proposal at the CRM proposal stage, expected to close 6 Nov 2026. Finance wants an ROI case and legal wants the DPA reviewed. Jordan Pike owes Lisa Marchand a value case before the 19 Oct 2026 call.

Prospect. Sloane Kittery Software has signed nothing: the 15 Sep 2026 proposal offers Starter at £22k a year plus £6,000 implementation, £28k in the first year. The open deal is at the CRM proposal stage, expected to close 6 Nov 2026.

No platform usage, tickets or invoices are on record. Nate Feldman, Director of Customer Success, is the champion and joined all three calls; Chris Albanese, Customer Success Manager, rates the functionality as solid.

On the 18 Sep 2026 call Nate said finance wants an ROI case and legal wants the DPA reviewed. The main risk is that either review pushes signature past early November.

Jordan Pike, Account Executive, sends Lisa Marchand, Chief Financial Officer, a written ROI and payback case built on manual QBR reporting hours by 9 Oct 2026. The negotiation call with Lisa is booked for 19 Oct 2026 at 16:30.

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

Sloane Kittery Software has no ARR and no billing. One open Starter new-business deal sits at proposal, amount £28k, annual value £22k, expected to close 6 Nov 2026. It is a forecast, not a win.

  • No ARR and no billing
  • Open Starter deal at proposal, expected close 6 Nov 2026
  • Deal is a forecast until closed won
The analysis

Recurring revenue: there is none on record, because no order form has started. The CRM shows £0 ARR at the opportunity stage, matching the invoiced run rate and order-form ARR of £0.

Next commitment: none is contracted. The open Starter deal is at the proposal stage with an expected close of 6 Nov 2026.

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

Deals: the open new-business deal has an amount of £28k and an annual value of £22k, created 1 Jul 2026. Its owner, Jordan Pike, is active in HR. The deal is not closed won.

Sloane Kittery 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

2 documents in 1 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
Sloane Kittery Software – Newproposal£28,0006 Nov 2026
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 19 Oct 2026upcoming callSloane Kittery Software / BG-Demo – Negotiation Jordan Pike, Owen Tallis, Lisa Marchand, Nate FeldmanSloane Kittery Software logoJordan PikeOwen TallisLisa Marchand+1
  • Held
  • 24 Sep 2026eventYour renewals, read by the brain Alice Brewer, Louise Carver, Douglas Baird, Greg Haskins, Raj Sandhu, Nate Feldman, Lotte Vermeulen, Rania Khoury, Tamsin Nancarrow, Rosa Ellwood, Tammy Ledbetter, Steven Holroyd, Russell Bland, Daan Visser, Fleur Jansen, Marloes de Vries, Andrea Neumann, Owain Jenkins, Asif Nuttall, Julian Gatcombe, Niall Sutherland, Wesley Crabtree, Jörg Zimmermann, Sierra Valdez, Angus Macrae, Gareth Lumb, Ashok Patel, Graham Rowntree, Shona Barraclough, Josh Fairburn, Stephen Arden, Gail Moorcroft, Florian Wimmer, Euan Drummond, Sinéad Kilkelly, Pieter van Dam, Cian Farrell, Gráinne Lynch, Shonda Barnes, Koen Wouters, Jonas Lehmann, Wei Jie Ong, Mike Delaney, Andre Holloway, Nicola Shaw, Neil Ashworth, Lorraine Kowalczyk, Philip Annear, Graeme Charlton, Ruud Verhoeven, Mirjam Hendriks, Tyrell Haynes, Ingrid SolbergAlice BrewerLouise CarverDouglas Baird+50
  • 18 Sep 2026email threadProposal for Starter Jordan Pike, Nate FeldmanSloane Kittery Software logoJordan PikeNate Feldman
  • 18 Sep 2026callSloane Kittery Software / BG-Demo – Proposal Jordan Pike, Nate FeldmanSloane Kittery Software logoJordan PikeNate Feldman
  • 15 Sep 2026documentSloane Kittery Software - Proposal Jordan PikeSloane Kittery Software logoJordan Pike
  • 12 Sep 2026email threadWebinar invitation Alice Brewer, Nate FeldmanSloane Kittery Software logoAlice BrewerNate Feldman
  • 10 Sep 2026documentSloane Kittery Software - Proposal v1 Jordan PikeSloane Kittery Software logoJordan Pike
  • 24 Aug 2026callSloane Kittery Software / BG-Demo – Demo Jordan Pike, Theo Gallagher, Nate Feldman, Chris AlbaneseSloane Kittery Software logoJordan PikeTheo GallagherNate Feldman+1
  • 29 Jul 2026callSloane Kittery Software / BG-Demo – Discovery Jordan Pike, Nate FeldmanSloane Kittery Software logoJordan PikeNate Feldman
  • 27 Jul 2026email threadLet's schedule discovery Jordan Pike, Nate FeldmanSloane Kittery Software logoJordan PikeNate Feldman
  • 1 Jul 2026dealSloane Kittery Software – New Jordan Pike, Nate FeldmanSloane Kittery Software logoJordan PikeNate Feldman
  • 12 Mar 2025eventData leaders conference (BG-Demo stand) Sofia Marchetti, Nate Feldman, Saira Khalid, Shaun Godley, Elliot Kirkby, Fergal Desmond, Alan Rennie, Lee Garside, Karen Midgley, Markus Krause, Dan Firth, Sam Nuttall, Anjali Desai, Kirsteen Boyd, Trevor MayhewSofia MarchettiNate FeldmanSaira Khalid+12
  • 17 Oct 2024eventBG-Demo webinar Sofia Marchetti, Rajesh Mistry, Nate Feldman, Elliot Allott, Sam Yates, Brianna Ocampo, Asif Jagger, Ian Prendergast, Lee Garside, Cerys Llewellyn, Huw Bevan, Owain Jenkins, Clive Wardle, Deborah Gowland, Tariq Hussain, Diane Cropper, Jill Heron, Tariq Mahmood, Irene Coulson, Claudia Becker, Anders Thomsen, Faye Lund, Bas Timmermans, Dan Firth, Neha Kapoor, Jess Ferrand, Lauren Pilkington, Declan Moran, Fraser McAllister, Iain LumsdenSofia MarchettiRajesh MistryNate Feldman+27
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

Sloane Kittery 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 9 AI summaries of 10 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 3 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.

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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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