B-Viz
Cramond Trustee Services logo

Cramond Trustee Services

Prospect£0Demo · £62k/yr
made from

AI facts

As at Fri 9 Oct 2026

Cramond Trustee Services has no order form, no tenant and no invoices, so there is no tier, price or contract on record. There is no platform usage, as no tenant exists. One open new-business Growth deal is at demo stage at £62k, with an expected close of 18 Dec 2026 and a proposal call booked for 12 Oct 2026 at 13:45. On the 8 Sep 2026 discovery call, Harvey Doyle quoted Growth with twenty connectors, against 8 in the price book.

Read from 3 calls · 2 email threads · 1 deals · 3 people, newest 8 Oct 26

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Profile

Updated 9 Oct 26
  • IndustryPensions administrationSource: CRM company record
  • Websitecramond.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityEdinburghSource: CRM company record
  • Size120 employeesSource: CRM company record
  • CRM ownerHarvey DoyleSource: 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 Eilidh Rutherford said she was ready on 8 Oct 2026 and Niall Sutherland accepted a proposal, but nothing is on paper. The verbal Growth terms on connectors, implementation weeks and refresh need correcting before the proposal. The opportunity is a new Growth customer across about forty schemes.

SignalsFinance readCramond Trustee Services / BG-Demo – DiscoveryCramond Trustee Services / BG-Demo – DemoQ4 2024 digest

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

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Key facts

Updated 9 Oct 26
  • Open dealDemo · £62,000Source: CRM deal Cramond Trustee Services – New · new deal · Expected close 18 Dec 2026 · Owner Matteo Ricci
  • Last contact8 Oct 2026Call: Cramond Trustee Services / BG-Demo – Demo · 1 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Harvey Doyle sends Niall Sutherland and Eilidh Rutherford a written Growth proposal at £62k with 8 connectors, 8 weeks of implementation and refresh stated as a service level, before the 12 Oct 2026 proposal call. proposal
Who
Harvey Doyle Harvey Doyle
When
This week by 9 Oct 2026
Why
Harvey Doyle should send Niall Sutherland and Eilidh Rutherford a Growth proposal checked against the price book before the 12 Oct 2026 proposal call. The verbal terms on connectors, implementation weeks and refresh do not match Growth.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: one open Growth deal at £62k at the CRM's demo stage, expected to close 18 Dec 2026. The champion says she is ready, but the decision-maker missed the demo and the verbal terms differ from the price book.

Prospect: Cramond Trustee Services has no order form, tenant or invoices. One open Growth deal sits at the CRM's demo stage at £62k, expected to close 18 Dec 2026.

No tenant exists, so there is no usage. Eilidh Rutherford, Head of Trustee Operations and champion, joined both calls and said she was ready on 8 Oct 2026. Niall Sutherland, Chief Executive and decision-maker, missed the demo.

Growth was quoted verbally at twenty connectors and twelve weeks, against 8 connectors and 8 weeks in the price book, and the refresh was called guaranteed. Matteo Ricci owns the deal in the CRM, while Harvey Doyle runs the calls.

Harvey should send Niall and Eilidh a written Growth proposal at £62k with 8 connectors, 8 weeks of implementation and refresh as a service level by 9 Oct 2026, ahead of the proposal call booked for 12 Oct 2026 at 13:45.

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

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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

Cramond Trustee Services has no ARR and no billing. One open new-business Growth deal sits at demo stage, with an expected close of 18 Dec 2026. It is a forecast, not a win.

  • No order form, so no ARR
  • One open Growth deal at demo stage
  • Expected close 18 Dec 2026
The analysis

Recurring revenue: there is no ARR on record, because no order form has started. The CRM shows £0 ARR and the stage opportunity.

Next commitment: none is contracted. The open new-business deal has an expected close of 18 Dec 2026.

Billing: there are no invoices, so nothing is paid, overdue or disputed. Invoiced run rate and order-form ARR are both £0, matching the CRM.

Deals: the open Growth deal is at demo stage, with an amount of £62k and an annual value of £50k. It is a forecast until closed won. Its owner, Matteo Ricci, is active in HR.

Cramond Trustee Services – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

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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. Q4 2024

    Q4 2024: one roundtable invite, no reply

    One read in the period: a marketing invitation of 14 Nov 2024 to a London roundtable on 26 Nov 2024. The thread shows no customer response, and nothing else is recorded for the quarter.

    The analysis

    Scope: the period holds one read, an email thread dated 14 Nov 2024. No calls, tickets or news items are recorded for Cramond Trustee Services in the quarter.

    Invitation: Sofia Marchetti invited Rona Baxter to an in-person roundtable in London on Tuesday 26 Nov 2024, from 10:00 to 12:30. It was pitched at revenue leaders, on how organisations use data to drive team performance.

    Customer view: the thread shows no reply. Rona is a compliance and information security manager, so the invite was not aimed at her role.

    Open at the end: nothing is open. The evidence does not show whether Rona attended, and it records no sentiment, commitment, price or renewal discussion in the quarter.

    Roundtable invite

    Made from 1 email thread

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

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Platform usage

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

Usagemade from

Documents

No documents in the document store for this subject.

Documentsmade from

Open deals

DealStageAmountClose
Cramond Trustee Services – Newdemo£62,00018 Dec 2026
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 12 Oct 2026upcoming callCramond Trustee Services / BG-Demo – Proposal Harvey Doyle, Eilidh Rutherford, Niall SutherlandCramond Trustee Services logoHarvey DoyleEilidh RutherfordNiall Sutherland
  • Held
  • 8 Oct 2026callCramond Trustee Services / BG-Demo – Demo Harvey Doyle, Theo Gallagher, Eilidh RutherfordCramond Trustee Services logoHarvey DoyleTheo GallagherEilidh Rutherford
  • 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
  • 9 Sep 2026email threadDiscovery call Harvey Doyle, Eilidh Rutherford, Niall SutherlandCramond Trustee Services logoHarvey DoyleEilidh RutherfordNiall Sutherland
  • 8 Sep 2026callCramond Trustee Services / BG-Demo – Discovery Harvey Doyle, Eilidh Rutherford, Niall SutherlandCramond Trustee Services logoHarvey DoyleEilidh RutherfordNiall Sutherland
  • 14 Aug 2026dealCramond Trustee Services – New Matteo Ricci, Eilidh RutherfordCramond Trustee Services logoMatteo RicciEilidh Rutherford
  • 24 Feb 2026eventRevenue leaders roundtable Alice Brewer, Joost Verbeek, Douglas Baird, Craig Oduya, Lachlan Nguyen, Luis Herrera, Jo Fowler, Inge de Boer, Kofi Asamoah, Joanne Feeney, Natasha Greaves, Adrian Mellor, Daan Visser, Fleur Jansen, Marloes de Vries, Sunita Bains, Ethan Brody, Deirdre Barry, Dylan Price, Tina Goddard, Emma Haworth, Ian Fairclough, Colin Airey, Philipp Schulz, Clodagh Fitzgerald, Grant Mattner, Ruth Ackroyd, Stuart Kenyon, Eilidh Rutherford, Oliver Kirkby, Tracy Bullock, Jill Heron, Wim Goossens, Karen Oxley, Ciaran Doherty, Lauren Bickerstaff, Sarah Dodds, Bart Huisman, Ailsa Pringle, Lynn Staniforth, Kayleigh Pounder, Troy Henderson, Chantelle Errington, Waqas Hanif, Annika Lund, Jonas Hofmann, Nicola Ellwood, Ian Greenhalgh, Kyle Jenkins, Rashid Suwaidi, Polly Illingworth, Malcolm Ridgway, Ruud Verhoeven, Bas Kuijpers, Ingrid Solberg, Kyle Brandvold, Wouter BrouwerAlice BrewerJoost VerbeekDouglas Baird+54
  • 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
  • 14 Nov 2024email threadRoundtable invite Sofia Marchetti, Rona BaxterCramond Trustee Services logoSofia MarchettiRona Baxter
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

Cramond Trustee Services' 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 5 AI summaries of 6 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 2 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 · 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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