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Wiesenthal Software

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

AI facts

As at Fri 9 Oct 2026

Wiesenthal Software, a Leipzig B2B software company, holds no executed order form and no invoices. The final proposal of 1 Oct 2026 offers Starter for one customer success team, with a £22k year-one subscription and £6,000 implementation. There is no B-Viz tenant, so no usage is recorded. The open new-business deal is at CRM proposal stage at £28k, expected to close 9 Nov 2026. A negotiation call is booked for 12 Oct 2026 with Jörg Zimmermann and Katharina Richter.

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

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Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websitewiesenthal.exampleSource: CRM company record
  • CountryGermanySource: CRM company record · CRM code DE · Region EU
  • HQ cityLeipzigSource: CRM company record
  • Size210 employeesSource: CRM company record
  • CRM ownerMatteo RicciSource: 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 deal is live and moving: Katharina Richter has joined all three calls and accepted the 9 Nov 2026 date. Approval is not yet confirmed, because she must check with a colleague. The opportunity is extra users or a Growth step-up later.

SignalsDocument roll-upWiesenthal Software / BG-Demo – ProposalWiesenthal Software / BG-Demo – DemoWiesenthal Software / BG-Demo – DiscoveryQ1 2024 digest

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

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Key facts

Updated 9 Oct 26
  • Open dealProposal · £28,000Source: CRM deal Wiesenthal Software – New · new deal · Expected close 9 Nov 2026 · Owner Matteo Ricci
  • Last contact1 Oct 2026Call: Wiesenthal Software / BG-Demo – Proposal · 8 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Matteo Ricci prepares a Starter order form from the 1 Oct 2026 final proposal and confirms with Katharina Richter who else must approve before the 12 Oct 2026 negotiation call. proposal
Who
Matteo Ricci Matteo Ricci
When
This week by 9 Oct 2026
Why
Matteo Ricci should turn the 1 Oct 2026 Starter proposal into an order form and confirm with Katharina Richter who else must approve. Both should be done before the negotiation call booked for 12 Oct 2026 at 08:15, so the deal can be signed by 9 Nov 2026.

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

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The story

As at Fri 9 Oct 2026
Prospect

Prospect: a new-business Starter deal of £28k sits at the CRM's proposal stage, expected to close 9 Nov 2026. Nothing is executed, and Katharina Richter must check with a colleague before approval is confirmed.

Prospect, Wiesenthal Software holds no executed order form and no invoices. The final 1 Oct 2026 Starter proposal offers a £22k subscription and £6,000 implementation, and the CRM's open deal of £28k is expected to close 9 Nov 2026.

There is no B-Viz tenant, so no usage is recorded. Katharina Richter, Head of Customer Success, has joined all three calls, while Jörg Zimmermann, Managing Director and the CRM's economic buyer, speaks little.

There are no tickets or disputes. The main risk is unconfirmed approval: Katharina must check with a colleague, and both proposals remain open items, with the superseded 28 Sep 2026 draft still on file.

Matteo Ricci prepares a Starter order form from the final proposal by 9 Oct 2026 and confirms who else must approve before the negotiation call booked for 12 Oct 2026 at 08:15. He then aims for a signature by 9 Nov 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

No ARR and no billing. One open new-business Starter deal at proposal stage, amount £28k, annual value £22k, expected to close 9 Nov 2026. It is a forecast, not a win.

  • No order form, so no ARR
  • Open Starter deal at proposal stage, expected close 9 Nov 2026
  • Deal owner is active in HR
The analysis

Recurring revenue: there is no ARR on record because no order form has started. The CRM shows £0 over one record at the opportunity stage, and the invoiced run rate and order-form ARR are both £0.

Next commitment: none is contracted. The open deal is a forecast with an expected close of 9 Nov 2026.

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

Deals: the open new-business Starter deal is at proposal stage, amount £28k, annual value £22k. Its owner, Matteo Ricci, is active in HR.

Wiesenthal Software – 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. Q1 2024

    Q1 2024: one webinar invitation, no reply

    Q1 2024 holds one read: a 7 Mar 2024 email thread in which Nell Ashcombe invited Lukas Hartwig to a 21 Mar 2024 customer success webinar. The thread has no customer response, so interest is not shown.

    The analysis

    Scope: the period holds one read, an email thread dated 7 Mar 2024 titled as a webinar for customer success teams.

    Invitation: Nell Ashcombe invited Lukas Hartwig to a webinar on 21 Mar 2024. The read describes it as a logistical event invitation.

    Customer view: there is no customer response in the thread. The read does not show whether Lukas attended or was interested.

    Open at the end: nothing is open from this period. The read records no commitments, risks, opportunities or next steps, and its sentiment is neutral.

    Webinar for customer success teams

    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

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
Wiesenthal Software – Newproposal£28,0009 Nov 2026
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 12 Oct 2026upcoming callWiesenthal Software / BG-Demo – Negotiation Matteo Ricci, Owen Tallis, Jörg Zimmermann, Katharina RichterWiesenthal Software logoMatteo RicciOwen TallisJörg Zimmermann+1
  • Held
  • 1 Oct 2026documentWiesenthal Software - Proposal Matteo RicciWiesenthal Software logoMatteo Ricci
  • 1 Oct 2026callWiesenthal Software / BG-Demo – Proposal Matteo Ricci, Katharina Richter, Jörg ZimmermannWiesenthal Software logoMatteo RicciKatharina RichterJörg Zimmermann
  • 28 Sep 2026documentWiesenthal Software - Proposal v1 Matteo RicciWiesenthal Software logoMatteo Ricci
  • 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
  • 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
  • 15 Sep 2026callWiesenthal Software / BG-Demo – Demo Matteo Ricci, Hannah Lowe, Katharina RichterWiesenthal Software logoMatteo RicciHannah LoweKatharina Richter
  • 10 Sep 2026email threadScheduling demo Matteo Ricci, Katharina RichterWiesenthal Software logoMatteo RicciKatharina Richter
  • 8 Sep 2026email threadWebinar: Your renewals, read by the brain Alice Brewer, Jörg ZimmermannWiesenthal Software logoAlice BrewerJörg Zimmermann
  • 2 Sep 2026email threadRevenue leaders roundtable Alice Brewer, Lukas HartwigWiesenthal Software logoAlice BrewerLukas Hartwig
  • 27 Aug 2026callWiesenthal Software / BG-Demo – Discovery Matteo Ricci, Katharina Richter, Jörg ZimmermannWiesenthal Software logoMatteo RicciKatharina RichterJörg Zimmermann
  • 5 Aug 2026dealWiesenthal Software – New Matteo Ricci, Katharina RichterWiesenthal Software logoMatteo RicciKatharina Richter
  • 23 Sep 2025eventRevenue leaders roundtable Alice Brewer, Claire Haddon, Ellie Rowcliffe, Raj Sandhu, Ravi Atherton, Sam Yates, Luis Herrera, Fran Whiting, Ian Prendergast, Russell Bland, Sukhvinder Dhillon, Allison Pereira, Shane Twomey, Huw Bevan, Kristin Lindahl, Kenneth Fell, Rakesh Solanki, Emma Haworth, Ian Fairclough, Colin Airey, Susan Tweddle, Stefanie Lange, Felicity Gurney, Stephen Quick, Kirsty Ingham, Megan Ibbotson, Katharina Richter, Ben Ratcliffe, Nigel Fairbrother, Marloes Hendriks, Tracy Kaminski, Toby Westwood, Ellie Marchant, Janet Readman, Annika Lund, Rhodri Vaughan, Hans Kok, Terence Bradley, Emma Illingworth, Julian Ferrers, Bryony Searle, Lauren Pilkington, Nadia Bashir, Niamh Fogarty, Declan Moran, Siobhán Nolan, Ilse Smits, Kirsteen Boyd, Andy BuckleyAlice BrewerClaire HaddonEllie Rowcliffe+46
  • 21 Mar 2024eventBG-Demo webinar Nell Ashcombe, Mark Siddall, Imogen Hartley, Moira Sinclair, Kirsty Rigby, Neil Entwistle, Olivier Delmotte, Phoebe Lacey, Méabh Crowley, Nadeem Qureshi, Tina Goddard, Nathan Booth, Lukas Hartwig, Sanjay Krishnan, Katharina Huber, Ailsa Pringle, Holly Garside, Christine DiNardo, Nicola Ellwood, Marie Goossens, Wes Jago, Ailsa Dunlop, Trevor Mayhew, Petra Lüders, Pauline Metcalfe, Liam Corner, Florian BeckerNell AshcombeMark SiddallImogen Hartley+24
  • 7 Mar 2024email threadWebinar for customer success teams Nell Ashcombe, Lukas HartwigWiesenthal Software logoNell AshcombeLukas Hartwig
  • 16 Nov 2023eventBG-Demo webinar Nell Ashcombe, Mark Siddall, Craig Paterson, Linda Gourlay, Lydia Ashurst, Neil Entwistle, Toby Mellor, Valerie Okon, Yasmin Chaudhry, Rhian Morgan, Phil Royston, Katharina Richter, Lesley Charlton, Carl Ibbotson, Oliver Rushworth, Janet Readman, Filip Maes, Luke Kershaw, Nadia BashirNell AshcombeMark SiddallCraig Paterson+16
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

Wiesenthal 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 10 AI summaries of 11 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. 2 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.

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

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