B-Viz
Llano Crossing Software logo

Llano Crossing Software

Healthy£22kRenews 25 Jun 27
made from

AI facts

As at Fri 9 Oct 2026

Llano Crossing Software holds a Starter order form signed 11 Jun 2026 at £22k a year, running 25 Jun 2026 to 24 Jun 2027 with 15 licensed users. Active users rose from 1 in Jun 2026 to 10 in Sep 2026, and questions from 13 to 564. Renewal falls on 25 Jun 2027, 259 days away, priced at £22k, and the order form auto-renews without 90 days' notice. Hector Villarreal is the only active admin and asks 71% of questions over the last 90 days.

Read from 9 calls · 8 email threads · 1 tickets · 1 deals · 9 people · 7 documents, newest 10 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websitellanocrossing.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityAustinSource: CRM company record
  • Size140 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Hollie Grieve
  • Customer since25 Jun 2026Source: first executed order form ctr_175_01, signed 11 Jun 2026 · Starter tier · In the CRM since 23 Mar 2026
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Healthy, because usage is climbing fast and both invoices were paid within terms, with no hard signal and renewal 259 days away. The main risk is reliance on Hector Villarreal as sole admin. Widening use to finance viewers is the opportunity.

SignalsFinance readUsage readLlano Crossing Software / BG-Demo – OnboardingQ2 2026 digestDocument roll-up

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£22,000Source: executed order form ctr_175_01, 25 Jun 2026 to 24 Jun 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
  • Next renewal25 Jun 2027Basis: order form ctr_175_01 ends 24 Jun 2027 · In 259 days · Renewal price £22,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term25 Jun 2026 to 24 Jun 2027Source: order form ctr_175_01 (new), signed 11 Jun 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact7 Aug 2026Call: Llano Crossing Software / BG-Demo – Training · 63 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Jun 2026 · 3 connectors configured
  • Licensed seats1510 active users in Sep 2026 · Order form ctr_175_01: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Hollie Grieve agrees a second admin with Kayla Ramirez and books the support leads onboarding session within the 15 Starter seats. delivery
Who
Hollie Grieve Hollie Grieve
When
This week by 9 Oct 2026
Why
Hollie Grieve should agree a second admin with Kayla Ramirez and get the promised support leads session booked. Hector Villarreal is the only admin and asks 71% of questions over the last 90 days, a key-person risk on a growing Starter account.

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

AImade from

The story

As at Fri 9 Oct 2026
Healthy

Healthy: a paid-up Starter customer at £22k a year, renewing 25 Jun 2027. Active users rose from 1 to 10 and questions from 13 to 564 since Jun 2026, but usage rests on one admin, Hector Villarreal.

Healthy: Llano Crossing Software holds a Starter order form at £22k a year, running 25 Jun 2026 to 24 Jun 2027. It renews on 25 Jun 2027 unless 90 days' notice is given, and both invoices were paid within terms.

Active users rose from 1 in Jun 2026 to 10 in Sep 2026, and questions from 13 to 564. Hector Villarreal, the only active admin, asks 71% of questions over the last 90 days, while Kayla Ramirez champions the account.

The one ticket, a dashboard date filter bug, was fixed by Kate Ormerod. Jeff Hollander, the CFO, asked whether renewal locks in the price, but the main risk is reliance on Hector as sole admin.

Hollie Grieve should agree a second admin with Kayla and book the promised support leads session by 9 Oct 2026, within the 15 Starter seats.

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

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£12k£25kJun 26Jul 26Aug 26Sep 26new£22k£22kJun 26: Contracted ARR £22,000; Invoiced ARR £22,000Jul 26: Contracted ARR £22,000; Invoiced ARR £22,000Aug 26: Contracted ARR £22,000; Invoiced ARR £22,000Sep 26: Contracted ARR £22,000; Invoiced ARR £22,000

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £22k; Invoiced ARR £22k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_175.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jun 26£22,000£22,000
Jul 26£22,000£22,000
Aug 26£22,000£22,000
Sep 26£22,000£22,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £22k, all paid

Standing Paid upARR Steady

Contracted ARR is £22k on the Starter order form signed in Jun 2026. CRM, invoices and order form agree. Both invoices were paid within terms. Renewal on 25 Jun 2027 is priced at £22k, no change.

  • ARR £22k, records fully reconciled
  • Renewal 25 Jun 2027 at unchanged £22k
  • Both invoices paid within terms
The analysis

Recurring revenue: ARR began in Jun 2026 at £22k on the executed Starter order form and has not moved since. The deal amount of £28k is the deal figure, not ARR.

Next commitment: Renewal falls on 25 Jun 2027, 259 days after 9 Oct 2026, at £22k against £22k today.

Billing: INV-175-0001 was paid on 29 Jun 2026 and INV-175-0002 on 13 Jul 2026, both within terms. Nothing is overdue or disputed.

Deals: The new Starter deal is closed won and owned by Jordan Pike, who is active in HR. CRM ARR, the invoiced run rate and the order form all match.

ARR by monthINV-175-0002CRM reconciliationLlano Crossing Software – New

Made from 1 deal · 2 fact tables · 2 invoices

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

AImade from

History by quarter

As at Fri 9 Oct 2026

Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.

  1. Q2 2026

    Q2 2026: Starter deal agreed, kickoff held

    Llano Crossing Software moved from discovery to a Starter deal. The CFO agreed the £28k all-in proposal, the order form and two invoices followed, and the 30 Jun 2026 kickoff was positive. Signature and payment are not shown.

    The analysis

    Discovery and demo: On 8 Apr 2026 Kayla Ramirez wanted tickets, usage and email in one place for about six people, and the CFO Jeff Hollander asked whether it would retain customers or cut support cost. After the 27 Apr 2026 demo on Llano Crossing's own data, Kayla said they wanted to move forward.

    Proposal: On 12 May 2026 Jeff queried the £28k all-in cost (£6,000 implementation plus £22k for year one) and the four-week timeline, then said he was comfortable. This was a proposal, not executed paper.

    Negotiation: On 28 May 2026 Jeff and Melinda Ochoa asked about expansion, early termination and whether renewal locks in the price. Owen Tallis said renewal is at the current market price, so the renewal price question stayed open.

    Order form: Jeff confirmed by email on 1 Jun 2026 and asked for the order form. On 9 Jun 2026 he asked that the term run 12 months from go-live, and Jordan Pike confirmed.

    Billing: Rachel Dunmore sent INV-175-0001 (£6,000, due 12 Jul 2026) on 12 Jun 2026 and INV-175-0002 (£22k, due 25 Jul 2026) on 25 Jun 2026. Neither thread shows a customer reply.

    Kickoff: On 30 Jun 2026 Hamza Akhtar set out a four-week plan. Kayla was excited and asked for live training for about 15 people.

    Open at the end: The signed order form is not shown in any read. Payment of both invoices, Hector's product analytics questionnaire and access to helpdesk and Salesforce admin rights were also open.

    Llano Crossing Software / BG-Demo – DiscoveryLlano Crossing Software / BG-Demo – ProposalLlano Crossing Software / BG-Demo – NegotiationOrder form readyInvoice INV-175-0001Llano Crossing Software / BG-Demo – Kickoff

    Made from 5 calls · 6 email threads

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

  2. Q4 2024

    Q4 2024: one roundtable invitation, no reply

    One read in the period: a 7 Nov 2024 email from Sofia Marchetti inviting Melinda Ochoa to a London roundtable on 26 Nov 2024. The thread holds no customer response, so interest is not shown.

    The analysis

    Invitation: the period holds one read, an email thread dated 7 Nov 2024 titled Roundtable invitation.

    Sofia Marchetti invited Melinda Ochoa to a London roundtable on 26 Nov 2024 for heads of revenue operations at software businesses.

    Customer view: the thread contains no reply from Melinda, so the evidence does not show any interest, attendance or sentiment beyond neutral.

    Open at the end: the evidence does not show any follow-up, next step, risk or opportunity. No calls, tickets or news items fall in the period.

    Roundtable invitation

    Made from 1 email thread

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
10up 9 vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
564up 551 vs 3 months earlier
Connectors configured · Sep 26
3up 3 vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
0.9 GBup 0.9 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00830015600Jun 26Jul 26Aug 26Sep 26Included users (15)1556410Jun 26: Active users 1; Licensed seats 15; Questions asked 13Jul 26: Active users 7; Licensed seats 15; Questions asked 217Aug 26: Active users 8; Licensed seats 15; Questions asked 248Sep 26: Active users 10; Licensed seats 15; Questions asked 564

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 10; Licensed seats 15; Questions asked 564. Basis: product usage, facts.usage_monthly:org_175, signals:org_175.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jun 2611513
Jul 26715217
Aug 26815248
Sep 261015564
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB20.5 GB41.0 GBJun 26Jul 26Aug 26Sep 26Included connectors (4)0.9 GB31Jun 26: Connectors configured 0; Active admins 1; Data volume 0.00 GBJul 26: Connectors configured 3; Active admins 1; Data volume 0.86 GBAug 26: Connectors configured 3; Active admins 1; Data volume 0.88 GBSep 26: Connectors configured 3; Active admins 1; Data volume 0.90 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 3; Active admins 1; Data volume 0.9 GB. Basis: product usage, facts.usage_monthly:org_175, signals:org_175.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jun 26010.00 GB
Jul 26310.86 GB
Aug 26310.88 GB
Sep 26310.90 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage rising since July 2026

Direction Rising

Usage is rising. Over the last 4 weeks questions went from 351 to 532 (+52%) against the 4 before. One person asks 71% of questions in the last 90 days and there is a single admin, so the growth rests on very few people.

  • Questions up 52% over the last 4 weeks against the 4 before
  • Hector Villarreal asks 71% of questions in the last 90 days
  • One active admin only
  • 10 of 15 Starter seats active
The analysis

Recent weeks: Questions in the last 4 weeks were 532 against 351 in the 4 before (+52%), and average daily active users went from 2.1 to 3.3 (+57%). The busiest week was the one ending 2 Oct 2026, with 148 questions, and no week had zero questions.

Trend: Active users grew from 1 in June 2026 to 10 in September 2026 (+900%), and questions from 13 to 564 (+4238%). June was the first month on record, so the percentages start from a very low base. Three connectors were added in July 2026 and records indexed are still rising.

Who uses it: Hector Villarreal is the only active admin and asked 759 of 1,042 questions in the last 12 months (73%), and 71% in the last 90 days. Kristen Chen is next at 9%, a key-person risk.

Against the order form: 10 active users are 67% of the 15 seats on the Starter order form, and 3 of 4 connectors are configured.

Usage by weekUsage by month

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

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

  • commercial
  • delivery
  • 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

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 10 Sep 2026ticketDashboard not displaying filtered data correctly Hector Villarreal, Kate OrmerodLlano Crossing Software logoHector VillarrealKate Ormerod
  • 7 Aug 2026callLlano Crossing Software / BG-Demo – Training Hamza Akhtar, Kayla Ramirez, Hector VillarrealLlano Crossing Software logoHamza AkhtarKayla RamirezHector Villarreal
  • 3 Aug 2026email threadTraining session Hamza Akhtar, Kayla RamirezLlano Crossing Software logoHamza AkhtarKayla Ramirez
  • 22 Jul 2026callLlano Crossing Software / BG-Demo – Onboarding Hamza Akhtar, Hector Villarreal, Kayla RamirezLlano Crossing Software logoHamza AkhtarHector VillarrealKayla Ramirez
  • 16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Rhys Gulliver, Imran Qureshi, Meredith Sullivan, Sanne Verhoeven, Stephen Arden, Amy Royle, Gail Moorcroft, Lukas Brandl, Niamh Fahy, Eoin Burke, Nicholas Pengelly, Marisol Ybarra, Siobhán Dunne, Gráinne Lynch, Maarten Zwart, Anouk Bosman, Claudia Becker, Lucas Goossens, Kendra Oakes, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El IdrissiAlice BrewerCallum ReidFran Whiting+53
  • 13 Jul 2026callLlano Crossing Software / BG-Demo – Onboarding Hamza Akhtar, Hector Villarreal, Kayla RamirezLlano Crossing Software logoHamza AkhtarHector VillarrealKayla Ramirez
  • 8 Jul 2026callLlano Crossing Software / BG-Demo – Onboarding Hamza Akhtar, Hector Villarreal, Kayla RamirezLlano Crossing Software logoHamza AkhtarHector VillarrealKayla Ramirez
  • 30 Jun 2026callLlano Crossing Software / BG-Demo – Kickoff Hamza Akhtar, Hollie Grieve, Kayla RamirezLlano Crossing Software logoHamza AkhtarHollie GrieveKayla Ramirez
  • 28 Jun 2026documentLlano Crossing Software - Onboarding Plan Hamza AkhtarLlano Crossing Software logoHamza Akhtar
  • 25 Jun 2026email threadInvoice INV-175-0002 Rachel Dunmore, Melinda OchoaLlano Crossing Software logoRachel DunmoreMelinda Ochoa
  • 25 Jun 2026invoiceINV-175-0002 Melinda OchoaLlano Crossing Software logoMelinda Ochoa
  • 22 Jun 2026email threadKickoff call Hamza Akhtar, Kayla RamirezLlano Crossing Software logoHamza AkhtarKayla Ramirez
  • 18 Jun 2026eventBG-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Malcolm Hebden, Wouter Smits, Alexandra Peck, Margaret Crisp, Kiran Bassi, Nicholas Pengelly, Erin Gallant, Birgit Wolff, Claire Ogden, Johan Berglund, Juliet Ambler, Lawrence Chen, Femke de Wit, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia HartmannAlice BrewerNaomi FordhamGemma Yates+38
  • 12 Jun 2026email threadInvoice INV-175-0001 Rachel Dunmore, Melinda OchoaLlano Crossing Software logoRachel DunmoreMelinda Ochoa
  • 12 Jun 2026invoiceINV-175-0001 Melinda OchoaLlano Crossing Software logoMelinda Ochoa
  • 11 Jun 2026documentLlano Crossing Software - Order Form (signed) Jordan PikeLlano Crossing Software logoJordan Pike
  • 11 Jun 2026documentLlano Crossing Software - Data Processing Agreement (signed) Jordan PikeLlano Crossing Software logoJordan Pike
  • 11 Jun 2026documentLlano Crossing Software - Master Services Agreement (signed) Jordan PikeLlano Crossing Software logoJordan Pike
  • 9 Jun 2026email threadOrder form ready Jordan Pike, Jeff HollanderLlano Crossing Software logoJordan PikeJeff Hollander
  • 28 May 2026email threadStarter tier proposal Jordan Pike, Owen Tallis, Jeff Hollander, Kayla Ramirez, Melinda OchoaLlano Crossing Software logoJordan PikeOwen TallisJeff Hollander+2
  • 28 May 2026callLlano Crossing Software / BG-Demo – Negotiation Jordan Pike, Owen Tallis, Jeff Hollander, Kayla Ramirez, Melinda OchoaLlano Crossing Software logoJordan PikeOwen TallisJeff Hollander+2
  • 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
  • 26 May 2026documentLlano Crossing Software - Master Services Agreement v2 Jordan PikeLlano Crossing Software logoJordan Pike
  • 12 May 2026callLlano Crossing Software / BG-Demo – Proposal Jordan Pike, Kayla Ramirez, Jeff HollanderLlano Crossing Software logoJordan PikeKayla RamirezJeff Hollander
  • 11 May 2026documentLlano Crossing Software - Proposal Jordan PikeLlano Crossing Software logoJordan Pike
  • 6 May 2026documentLlano Crossing Software - Proposal v1 Jordan PikeLlano Crossing Software logoJordan Pike
  • 27 Apr 2026callLlano Crossing Software / BG-Demo – Demo Jordan Pike, Hannah Lowe, Kayla Ramirez, Hector VillarrealLlano Crossing Software logoJordan PikeHannah LoweKayla Ramirez+1
  • 20 Apr 2026email threadDemo scheduling Jordan Pike, Kayla RamirezLlano Crossing Software logoJordan PikeKayla Ramirez
  • 8 Apr 2026callLlano Crossing Software / BG-Demo – Discovery Jordan Pike, Kayla Ramirez, Jeff HollanderLlano Crossing Software logoJordan PikeKayla RamirezJeff Hollander
  • 23 Mar 2026dealLlano Crossing Software – New Jordan Pike, Kayla RamirezLlano Crossing Software logoJordan PikeKayla Ramirez
  • 26 Nov 2024eventRevenue leaders roundtable Sofia Marchetti, Craig Paterson, Paul Rigby, Moira Sinclair, Scott Galbraith, Jackie Revill, Neil Entwistle, Yasmin Openshaw, Søren Lund, Valerie Okon, Steven Holroyd, Kristin Lindahl, Brenda Oldroyd, Melinda Ochoa, Grant Mattner, Shirley Bowman, Felicity Gurney, Rona Baxter, Tracy Bullock, Octavia Blake, Mhairi MacLeod, Anil Bhatt, Derek Lindqvist, Lorna Cairns, Terry Hinchcliffe, Lynn Staniforth, Vincent Ackerley, Wouter Kok, Caroline Westby, Graeme Outram, Duncan Greenwood, Johan Berglund, Shonda Barnes, Robin Gittins, Lawrence Chen, Ken Duckworth, Henrik Lorenz, Wes Jago, Lauren Pilkington, Becky Tattersall, Ryan Heslop, Niamh Fogarty, Florian BeckerSofia MarchettiCraig PatersonPaul Rigby+40
  • 7 Nov 2024email threadRoundtable invitation Sofia Marchetti, Melinda OchoaLlano Crossing Software logoSofia MarchettiMelinda Ochoa
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

Llano Crossing Software's pages are written from 3 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 25 AI summaries of 28 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 9 people (9 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 11 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Usage
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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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.
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