B-Viz
Eccup Software logo

Eccup Software

Lost£0

AI facts

As at Fri 9 Oct 2026

Eccup Software held a Growth order form from 7 May 2024 to 6 May 2025 at £42k a year after a 5% first-term discount, plus a £12k implementation. The renewal deal closed lost on 7 Apr 2025 with the reason budget, and no executed renewal is on file. No questions have been asked in the last 12 months, and every contact platform user was deactivated on 6 May 2025. Both invoices were paid within terms. The last contact was an unanswered roundtable invitation on 7 Sep 2026.

Read from 19 calls · 29 email threads · 8 tickets · 1 news items · 2 deals · 9 people · 12 documents, newest 7 Sep 26

Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websiteeccup.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLeedsSource: CRM company record
  • Size240 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Marcus Bell
  • Customer since7 May 2024Source: first executed order form ctr_239_01, signed 22 Apr 2024 · Growth tier · In the CRM since 12 Jan 2024
  • TypeChurneddiffersSource: contracts and invoices (signals) · CRM stage former_customer · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Lost, because the Growth term ended on 6 May 2025 without renewal and usage stopped that day. The CFO, Vincent Ackerley, never saw enough value on 40 licensed seats to fund it. Holly Garside, the former champion, is now at a prospect, a relationship worth keeping.

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

Key facts

Updated 9 Oct 26
  • TierGrowthSource: deal_239_01
  • Last contact7 Sep 2026Email: Invitation: Revenue leaders roundtable in London · 32 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since May 2024 · 6 connectors configured
  • Licensed seats4024 active users in Sep 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Marcus Bell writes personally to Vincent Ackerley, following up the unanswered roundtable invitation with an offer to walk through a usage case built from the final contract year's questions. Re engage
Who
Marcus Bell Marcus Bell
When
This week by 9 Oct 2026
Why
Marcus Bell should follow up Vincent Ackerley's unanswered 7 Sep 2026 roundtable invitation with a personal offer of a usage case. The case would be built from the 7058 questions his teams asked, since budget and an unproven usage case ended the Growth renewal.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Eccup Software's Growth order form ended on 6 May 2025 after the renewal closed lost on budget, and usage stopped that day. Marcus Bell is to offer Vincent Ackerley, the CFO, a usage case by 9 Oct 2026.

Lost: Eccup Software held a Growth order form from 7 May 2024 to 6 May 2025 at £42k a year. The renewal deal closed lost on 7 Apr 2025 for budget, and both invoices were paid within terms.

No questions have been asked in the last 12 months, against 7058 in the year to April 2025, led by Rhys Fenwick at 18% and Vincent Ackerley, the CFO, at 13%. Holly Garside, the former champion, has moved to a prospect.

Vincent would not commit without a usage case in Mar 2025, and Alice Brewer's 7 Sep 2026 roundtable invitation to him has no reply. The tenant still shows 24 active users and 6 connectors in September 2026, which needs checking.

Marcus Bell writes personally to Vincent by 9 Oct 2026, offering a usage case from the final contract year's questions. Tobias Renwick explains the tenant figures by then.

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

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£25k£50kMay 24Aug 24Nov 24Feb 25May 25newchurn£0£0May 24: Contracted ARR £41,800; Invoiced ARR £41,800Jun 24: Contracted ARR £41,800; Invoiced ARR £41,800Jul 24: Contracted ARR £41,800; Invoiced ARR £41,800Aug 24: Contracted ARR £41,800; Invoiced ARR £41,800Sep 24: Contracted ARR £41,800; Invoiced ARR £41,800Oct 24: Contracted ARR £41,800; Invoiced ARR £41,800Nov 24: Contracted ARR £41,800; Invoiced ARR £41,800Dec 24: Contracted ARR £41,800; Invoiced ARR £41,800Jan 25: Contracted ARR £41,800; Invoiced ARR £41,800Feb 25: Contracted ARR £41,800; Invoiced ARR £41,800Mar 25: Contracted ARR £41,800; Invoiced ARR £41,800Apr 25: Contracted ARR £41,800; Invoiced ARR £41,800May 25: Contracted ARR £0; Invoiced ARR £0

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (May 25): Contracted ARR £0; Invoiced ARR £0. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_239.

Show the figures as a table
MonthContracted ARRInvoiced ARR
May 24£41,800£41,800
Jun 24£41,800£41,800
Jul 24£41,800£41,800
Aug 24£41,800£41,800
Sep 24£41,800£41,800
Oct 24£41,800£41,800
Nov 24£41,800£41,800
Dec 24£41,800£41,800
Jan 25£41,800£41,800
Feb 25£41,800£41,800
Mar 25£41,800£41,800
Apr 25£41,800£41,800
May 25£0£0
Accountingmade from

Finance read

As at Fri 9 Oct 2026

Churned May 2025, ARR £0, all paid

Standing Paid upARR Ended

Contracted ARR was £42k on a Growth order form that ended on 6 May 2025 and is now £0. The renewal deal closed lost on 7 Apr 2025 for budget. Both invoices were paid within terms and the CRM agrees.

  • Churned: Growth order form ended 6 May 2025
  • Renewal lost on budget, 7 Apr 2025
  • CRM, invoices and order form agree at £0
The analysis

Recurring revenue: Contracted ARR began at £42k in May 2024 and churned to £0 in May 2025. The CRM shows £0 with stage former_customer, so CRM, invoices and order form agree.

Next commitment: None. No deal is open and no order form is live.

Billing: Both invoices, INV-239-0001 and INV-239-0002, are paid within terms. Nothing is overdue or disputed.

Deals: The new Growth deal closed won on 22 Apr 2024. The renewal closed lost on 7 Apr 2025 with the reason budget; owner Tom Ashdown is active in HR.

Made from 2 deals · 2 fact tables · 2 invoices

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

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 2025

    Q2 2025: Growth renewal and connector faults

    Four reads: a 22 Apr 2025 renewal check-in where Holly Garside leaned yes but needs her chief executive's approval, and three tickets on a broken helpdesk connector, a dashboard filter and wrong-provider records.

    The analysis

    Renewal: On 22 Apr 2025 Marcus Bell held a check-in shortly before the contract end on 6 May 2025. Holly said "it's a yes from me" on Growth at £42k, but she cannot commit budget alone.

    Value: Holly struggles to explain to her chief executive why so few of the forty seats are filled. She asked for the usage page with the quarter comparison, the ticket summary, a one-page note of what is contracted and the annual cost.

    Support, connector: Also on 22 Apr 2025 Holly reported that new tickets stopped loading after a helpdesk change. Bethan Lister asked for a reconnect, the first response took 644 minutes, and the ticket was solved on 29 Apr 2025.

    Support, usage: On 22 Apr 2025 Oliver Rushworth asked how to see one provider on a dashboard. Olivia Grant said the filter sits in the dashboard builder, and the ticket was solved on 28 Apr 2025.

    Support, data accuracy: On 30 Apr 2025 Holly reported tickets under the wrong provider and some duplicated. Bethan reproduced the duplicate and passed the other case to Arjun; the ticket was solved on 30 May 2025 and closed on 3 Jun 2025.

    Open at the end: The evidence does not show the renewal outcome, the chief executive's decision, whether the reconnect worked, or a release date for the wrong-provider fix, which Holly asked to be told about.

    Made from 1 call · 3 tickets

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

  2. Q1 2025

    Q1 2025: CFO wants usage case before renewal

    Growth renewal ahead of the 6 May 2025 term end. CFO Vincent Ackerley questioned value on 40 licensed seats, refused to commit and asked for a usage case. The March QBR was positive. Nothing was agreed at quarter end.

    The analysis

    Renewal notice: On 5 Feb 2025 Marcus Bell gave renewal notice quoting the contracted £42k for 40 licensed users. Vincent asked for a usage summary and what Eccup Software would lose, and said he would check budget.

    Timing: On 20 Feb 2025 Vincent asked for usage numbers by email before any call and said "Let's not rush it." The 24 Feb 2025 call with Tom Ashdown and Marcus had him probing about seven active users against 40 licensed.

    Pricing: Tom confirmed the term ends 6 May 2025, renewal date 7 May 2025, and promised next-term pricing in writing. No renewal price had been quoted by the 19 Mar 2025 call.

    Engagement: Sofia Marchetti sent webinar invitations on 14 Feb 2025 (to Sunita Rana) and 11 Mar 2025 (to Vincent). Neither drew a reply. On 13 Mar 2025 Vincent was warmer about rising usage.

    Call and QBR: On 19 Mar 2025 Vincent would not commit before seeing a usage case. Holly Garside said renewals preparation fell from two people over two days to an afternoon. At the 24 Mar 2025 QBR, use was concentrated in Oliver Rushworth, a key-person risk, and the support queue was quiet.

    Support: On 14 Mar 2025 Oliver asked for ticket counts by team. Connor Webb logged it with the product team; no delivery date is shown.

    Open at the end: Vincent still wanted the usage summary and was not rushing. Budget was unconfirmed, no price was given and the renewal was undecided.

    Made from 3 calls · 7 email threads · 1 ticket

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

  3. Q4 2024

    Q4 2024: usage check-in ahead of renewal

    Five reads. A ticket on duplicate records, an unanswered CFO invitation, then a December check-in where Holly Garside, the champion, said few people use B-Viz and her CFO will want usage evidence before the 6 May 2025 term end.

    The analysis

    Support: On 9 Oct 2024 Becky Lofthouse reported organisations appearing twice in account search after a refresh. Bethan Lister asked for examples and planned to check shared web domains.

    Finance: On 9 Nov 2024 Sofia Marchetti invited Vincent Ackerley, Chief Financial Officer, to a London roundtable on 26 Nov 2024. She noted he signed the Growth contract, and the thread holds no reply.

    Check-in: On 16 Dec 2024 Marcus Bell offered slots for a pre-Christmas check-in. Holly asked first what the usage says overall.

    Call: The 18 Dec 2024 call was positive. Holly uses B-Viz every Monday to see which care providers have gone quiet and called it "the whole reason we bought it".

    Usage: Seven or eight people are active against 40 licensed, mostly customer success. Holly asks most of the questions, which is a key-person risk.

    Renewal: The term ends 6 May 2025 at £42k a year, with renewal on 7 May 2025. Holly said her CFO always asks what they would lose, so Marcus offered a one-page usage summary.

    Follow-up: On 19 Dec 2024 Marcus sent notes. Nothing is open on tickets or invoices, and there is no customer reply.

    Open at the end: Marcus owes the usage summary and a January team session. Holly is to send a helpdesk ticket example. The duplicate-records cause and the CFO's interest are not shown.

    Made from 1 call · 3 email threads · 1 ticket

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

  4. Q3 2024

    Q3 2024: CFO value test ahead of renewal

    Eccup Software trained well in July and the champion saw value, but a new CFO questioned use at the 24 Sep 2024 QBR. A slow-page ticket tied to a late nightly refresh opened on 27 Sep 2024. Renewal is still unagreed.

    The analysis

    Onboarding: On 1 Jul 2024 Callie Brennan trained Becky Lofthouse and Oliver Rushworth. Becky found value quickly, but few users were logged in against forty licensed and Oliver was the only admin named.

    Training: On 4 Jul 2024 Becky built a three-tile dashboard. The usage feed was still weekly, and Oliver had asked for daily; Callie wanted that in writing first.

    Renewal groundwork: Marcus Bell offered a check-in on 19 Aug 2024. On 28 Aug 2024 Holly Garside said B-Viz saved her manual reconciling, but she must show her CFO the value before anything is agreed.

    Terms: Marcus stated Growth at £42k a year, with the term running to 6 May 2025.

    Support: On 3 Sep 2024 Holly asked for renewals and per-provider usage on one page. Bethan Lister gave dashboard steps and Holly confirmed it worked.

    CFO QBR: On 24 Sep 2024 Vincent Ackerley, the CFO, joined and decided nothing. He saw six to seven active users against forty licensed, and next year is not budgeted.

    Support: A high priority ticket, a source broken after Eccup changed a system, was closed within the Growth response time. On 27 Sep 2024 Oliver reported pages taking over a minute, linked to a late nightly refresh.

    Open at the end: The refresh fix, a second admin and the daily feed were unconfirmed. Vincent wanted usage by team and cost per provider, which needs a finance connector, and the contract detail is to be checked against the order form.

    Made from 4 calls · 1 email thread · 2 tickets

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

  5. Q2 2024

    Q2 2024: Growth signed, onboarding begun

    Eccup Software signed the Growth order form after a cautious 5 Apr 2024 negotiation, then onboarded through May and June. CRM, helpdesk and usage connectors are live and finance is pending. Oliver Rushworth is the sole admin, and value proof for Holly Garside's chief executive is open.

    The analysis

    Negotiation: On 5 Apr 2024 Vincent Ackerley asked for usage evidence and the subscription and implementation shown separately, and would not commit to the 22 Apr 2024 target. Tom Ashdown's Growth proposal was £54k, and Sunita Rana asked what it covers.

    Signing: Tom sent the order form on 18 Apr 2024. Vincent returned a signed copy on 23 Apr 2024, one day late, and the thread does not show the countersigned copy.

    Billing: Invoice INV-239-0001 (£14k, implementation) went out on 23 Apr 2024, and INV-239-0002 (£50k, first-year subscription) on 7 May 2024. Payment is not shown in either thread.

    Onboarding: At the 14 May 2024 kickoff Holly set the goal as renewals first, then tickets read against usage. Single sign-on, which is Enterprise only, was parked for renewal.

    Progress: By 29 May 2024 CRM end dates matched and the helpdesk had loaded. On 17 Jun 2024 the usage connector was on and Holly liked the renewals page.

    Support and outreach: One how-to ticket on provider filtering was solved on 4 Jun 2024. Invitations to Holly, Vincent and Becky Lofthouse (Customer Day, webinar) drew no reply, but Becky booked training for three people on 28 Jun 2024.

    Open at the end: Oliver is still the only admin and few of the forty licences are active. Finance approval for its connector is pending, and Holly still has to show her chief executive the value.

    Made from 6 calls · 11 email threads · 1 ticket

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

  6. Q1 2024

    Q1 2024: Growth deal stalls on CFO budget

    Discovery, two demos and a proposal for the Growth tier moved with a warm champion, Holly Garside. By the end of March 2024 the CFO, Vincent Ackerley, had not decided and wanted the yearly figure in writing and a usage case.

    The analysis

    Discovery: On 2 Feb 2024 Holly Garside, Head of Customer Success, described stitching CRM, helpdesk and usage exports by hand, with Oliver as the bottleneck. Tom Ashdown pointed her to Growth and mentioned a placeholder of £54k for the whole deal, implementation included, not an offer.

    Demos: On 23 Feb 2024 Tobias Renwick demoed on Eccup's own extracts. Usage is in Snowflake but tickets and CRM are not, so connectors are needed.

    The 4 Mar 2024 demo asked about data location. Becky Lofthouse said she rebuilds ticket history by hand each quarter, and worried about who sets it up.

    Proposal: On 12 Mar 2024 Vincent said he would not decide that day. He wanted a written proposal and a usage case for the board, plus terms for adding people later.

    Price: Tom sent the Growth proposal on 14 Mar 2024 at £54k, covering implementation and the first term. Vincent asked whether it is in budget and required the yearly figure in writing. Tom said £54k is not annual.

    People: Holly is the champion. The chief executive has not seen a demo live or a value case, and Holly cannot commit budget without her.

    Open at the end: On 27 Mar 2024 Vincent agreed to a terms call, wanting to start with usage. The 22 Apr 2024 target close, the yearly figure in writing and the chief executive's view were all still open. A webinar invitation of 13 Mar 2024 got no reply.

    Made from 4 calls · 6 email threads

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

  7. Q4 2023

    Q4 2023: unspecified expansion announced

    One read in the period: a 30 Oct 2023 news item on Eccup Software announcing an expansion with no stated scale or timing, and a mention of investment in customer success tools. No action is needed yet.

    The analysis

    One read: this period holds a single news item and nothing else, so there are no calls, emails or tickets to set against it.

    News: On 30 Oct 2023 Yorkshire Software Review reported that Eccup Software, a Leeds vendor of care-planning and compliance software, had announced an expansion. It gave no detail on scale or timing.

    News: The company also said it is investing in customer success tools. Observers were waiting for detail on new products, customer segments or a larger presence in the north of England.

    Assessment in the read: the importance is neutral and the significance medium. The expansion is unspecified, so it is not yet a reason to act. It could open a wider engagement if it adds teams or customer segments.

    Open at the end: what the expansion involves and which teams it touches. The read suggests asking the customer at the next call. The read also notes that the item is old, so later news should be checked. The evidence does not show any customer reaction or contract change in this period.

    Made from 1 news item

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

Platform usage

Updated 9 Oct 26
Active users · May 25
24of 40 included on the tier
Questions asked · May 25
115
Connectors configured · May 25
6of 8 included on the tier
Active admins · May 25
2
Data volume · May 25
9.3 GB
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
002040040800May 24Jul 24Sep 24Nov 24Jan 25Mar 25May 25Included users (40)4024115May 24: Active users 11; Licensed seats 40; Questions asked 111Jun 24: Active users 19; Licensed seats 40; Questions asked 309Jul 24: Active users 23; Licensed seats 40; Questions asked 649Aug 24: Active users 26; Licensed seats 40; Questions asked 402Sep 24: Active users 28; Licensed seats 40; Questions asked 739Oct 24: Active users 28; Licensed seats 40; Questions asked 786Nov 24: Active users 28; Licensed seats 40; Questions asked 726Dec 24: Active users 28; Licensed seats 40; Questions asked 533Jan 25: Active users 28; Licensed seats 40; Questions asked 685Feb 25: Active users 28; Licensed seats 40; Questions asked 683Mar 25: Active users 28; Licensed seats 40; Questions asked 733Apr 25: Active users 28; Licensed seats 40; Questions asked 702May 25: Active users 24; Licensed seats 40; Questions asked 115

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 (May 25): Active users 24; Licensed seats 40; Questions asked 115. Basis: product usage, facts.usage_monthly:org_239, signals:org_239.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
May 241140111
Jun 241940309
Jul 242340649
Aug 242640402
Sep 242840739
Oct 242840786
Nov 242840726
Dec 242840533
Jan 252840685
Feb 252840683
Mar 252840733
Apr 252840702
May 252440115
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB45.0 GB810.0 GBMay 24Jul 24Sep 24Nov 24Jan 25Mar 25May 25Included connectors (8)9.3 GB62May 24: Connectors configured 1; Active admins 2; Data volume 1.27 GBJun 24: Connectors configured 4; Active admins 2; Data volume 5.17 GBJul 24: Connectors configured 6; Active admins 2; Data volume 7.91 GBAug 24: Connectors configured 6; Active admins 2; Data volume 8.07 GBSep 24: Connectors configured 6; Active admins 2; Data volume 8.22 GBOct 24: Connectors configured 6; Active admins 2; Data volume 8.37 GBNov 24: Connectors configured 6; Active admins 2; Data volume 8.52 GBDec 24: Connectors configured 6; Active admins 2; Data volume 8.68 GBJan 25: Connectors configured 6; Active admins 2; Data volume 8.83 GBFeb 25: Connectors configured 6; Active admins 2; Data volume 8.97 GBMar 25: Connectors configured 6; Active admins 2; Data volume 9.13 GBApr 25: Connectors configured 6; Active admins 2; Data volume 9.28 GBMay 25: Connectors configured 6; Active admins 2; Data volume 9.31 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 (May 25): Connectors configured 6; Active admins 2; Data volume 9.3 GB. Basis: product usage, facts.usage_monthly:org_239, signals:org_239.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
May 24121.27 GB
Jun 24425.17 GB
Jul 24627.91 GB
Aug 24628.07 GB
Sep 24628.22 GB
Oct 24628.37 GB
Nov 24628.52 GB
Dec 24628.68 GB
Jan 25628.83 GB
Feb 25628.97 GB
Mar 25629.13 GB
Apr 25629.28 GB
May 25629.31 GB

Usage read

As at Fri 9 Oct 2026

Usage ended May 2025

Direction Ended

Usage has ended: no usage in any of the last 13 weeks, and the last day with any usage was 6 May 2025. Seven contact platform users were deactivated that day, and there is no live order form.

  • No usage in the last 13 weeks
  • Last usage 6 May 2025
  • All seven listed contacts deactivated on 6 May 2025
  • No live order form
The analysis

Recent weeks: No usage was reported in any of the 13 weeks to 9 Oct 2026. The last day with any usage was 6 May 2025.

Trend: Questions asked over the last 12 months and the last 90 days are both zero.

Who uses it: In the 12 months to April 2025, Rhys Fenwick asked 1,272 questions (18%), Becky Lofthouse 1,157 (16%) and Vincent Ackerley 888 (13%). Holly Garside, Vincent Ackerley, Oliver Rushworth, Becky Lofthouse, Rhys Fenwick, Usman Khan and Adam Rowe were all deactivated on 6 May 2025.

Against the order form: There is no live order form. September 2026 still shows 24 active users, 40 licensed users and 6 connectors configured, which sits oddly with zero questions.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

12 documents in 6 folders; 3 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.

Open tickets

No open tickets.

Helpdeskmade from

Activity

Contacts

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

Eccup Software's pages are written from 3 organisation-level AI texts (assessment / next steps), 7 period digests and 1 narrative-level AI text, which in turn draw on 69 AI summaries of 73 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 8 people (8 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 12 pages.

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

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

Ask B

B-Viz · read-only