B-Viz
Assunpink Software logo

Assunpink Software

Healthy£22kRenews 5 Jun 27
made from

AI facts

As at Fri 9 Oct 2026

Assunpink Software holds an executed Starter order form signed 22 May 2026 at £22k a year, running 5 Jun 2026 to 4 Jun 2027 with 15 seats and 4 connectors. Active users rose from 8 in Jun 2026 to 14 in Sep 2026 (75%), and questions asked rose from 112 to 555 (396%). Renewal falls on 5 Jun 2027, 239 days away, at £22k, and no deals are open. A ticket about a connector that stopped updating, raised on 16 Sep 2026, is closed with no recorded cause.

Read from 6 calls · 8 email threads · 3 tickets · 1 deals · 11 people · 7 documents, newest 16 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websiteassunpink.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityNew YorkSource: CRM company record
  • Size120 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Amara Obi
  • Customer since5 Jun 2026Source: first executed order form ctr_250_01, signed 22 May 2026 · Starter tier · In the CRM since 20 Feb 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 across several people, both invoices are paid within terms and renewal is 239 days away at an unchanged price. The single admin and fragile trust in fresh data need watching. With 14 of 15 seats active, an extra 10 users is the likely next step.

SignalsFinance readDocument roll-upUsage readAssunpink Software / BG-Demo – TrainingConnector has stopped updatingQ2 2026 digest

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_250_01, 5 Jun 2026 to 4 Jun 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
  • Next renewal5 Jun 2027Basis: order form ctr_250_01 ends 4 Jun 2027 · In 239 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
  • Term5 Jun 2026 to 4 Jun 2027Source: order form ctr_250_01 (new), signed 22 May 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact14 Sep 2026Email: Invitation: Revenue leaders roundtable, London · 25 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Jun 2026 · 3 connectors configured
  • Licensed seats1514 active users in Sep 2026 · Order form ctr_250_01: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike proposes the additional 10 users add-on on the Starter order form to Alyssa Greenberg, because 14 of 15 seats are already active. upsell
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should open an additional 10 users conversation with Alyssa Greenberg now. 14 of 15 Starter seats are active and questions reached 555 in Sep 2026. He should bring a confirmed connector fix and a payback case.

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

AImade from

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Assunpink Software's Starter order form runs to 4 Jun 2027 at £22k, with 14 of 15 seats active and questions up from 112 to 555. Trust in fresh data and a single admin need watching. Jordan Pike should propose an extra 10 users.

Healthy: Assunpink Software holds an executed Starter order form signed 22 May 2026 at £22k a year, running 5 Jun 2026 to 4 Jun 2027. Renewal on 5 Jun 2027 is unchanged at £22k, and both invoices are paid within terms.

Active users rose from 8 in Jun 2026 to 14 in Sep 2026, filling 14 of 15 seats, and questions rose from 112 to 555. Use is spread, led by Carmen Maddox at 19%, but Marisol Ybarra is the only admin.

Trust in fresh data is the soft spot: users reverted to the spreadsheet at the 6 Jul 2026 training, and a connector stopped updating on 16 Sep 2026 with no recorded cause. The records show no payback case for Howard Feinstein, the CFO.

Jordan Pike should propose the additional 10 users add-on to Alyssa Greenberg by 9 Oct 2026, bringing a confirmed connector fix and a payback case.

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_250.

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

Assunpink Software has £22k contracted ARR on one executed Starter order form from Jun 2026. Both invoices are paid within terms. Renewal is on 5 Jun 2027 at an unchanged £22k.

  • ARR £22k since Jun 2026, no movement
  • Both invoices paid within terms
  • Renewal 5 Jun 2027 at unchanged £22k
The analysis

Recurring revenue: ARR began in Jun 2026 as new business of £22k and has not moved since. The executed Starter order form runs 5 Jun 2026 to 4 Jun 2027 with 15 seats and 4 connectors, no discount.

Next commitment: Renewal falls on 5 Jun 2027, 239 days after the as-of date. The price-book rule gives £22k against £22k today, a change of +£0.

Billing: INV-250-0001 (£6,000 net) and INV-250-0002 (£22k net) are both paid within terms. Nothing is overdue, disputed or credited. CRM ARR, the invoiced run rate and order-form ARR all show £22k, so there is no difference to explain.

Deals: The one deal is a new Starter deal, closed won on 22 May 2026, owned by Jordan Pike, who is active in HR. No deals are open.

ARR by monthCRM reconciliationINV-250-0002Assunpink 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 negotiated, kickoff held

    Assunpink Software moved from proposal to kickoff on a Starter deal. The CFO pushed back on payback, discount and total. Two invoices followed on 26 May 2026 and 5 Jun 2026, and kickoff was held on 9 Jun 2026.

    The analysis

    Proposal: On 13 Apr 2026 Jordan Pike arranged a walkthrough with Alyssa Greenberg, who looked set to lead the evaluation. On the 20 Apr 2026 call CFO Howard Feinstein asked for an implementation breakdown, renewal terms and a measurable payback, saying he needed a case he could defend.

    Negotiation: On the 5 May 2026 call, Howard and the Controller, Stanley Kowalczyk, pressed on invoice timing and the renewal price. Howard called a discount that goes away in a year a bit of a trap, and Owen Tallis offered a first-term discount only.

    Order form: On 20 May 2026 Jordan sent the Starter order form at £28k and asked for an answer by 22 May 2026. Howard found the total higher than expected and passed the payment terms to Stanley. The reads do not show it being signed.

    Billing: On 26 May 2026 finance invoiced £6,000, due 25 Jun 2026, and on 5 Jun 2026 £22k for 15 users, due 5 Jul 2026. Both asked Stanley for a PO number, and neither thread shows a reply.

    Kickoff: On 9 Jun 2026 Alyssa agreed the connector order: helpdesk, CRM, usage feed. Her main worry is that support leads will not use it.

    Open at the end: Payment and PO numbers were unconfirmed. The helpdesk admin owner was unnamed, and the payback measurement was only proposed.

    Assunpink Software / BG-Demo – ProposalAssunpink Software / BG-Demo – NegotiationYour order form for signatureYour first invoice from BG-DemoInvoice for your annual subscriptionAssunpink Software / BG-Demo – Kickoff

    Made from 3 calls · 4 email threads

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

  2. Q1 2026

    Q1 2026: discovery and demo, proposal pending

    Three reads in March 2026: a discovery call, a follow-up email and a demo. Alyssa Greenberg was positive. A £28k Starter figure was floated, and CFO Howard, who approves spend, had not yet been involved.

    The analysis

    Discovery: On 12 Mar 2026 Jordan opened a discovery call with Alyssa Greenberg, Director of Customer Success. She described a Monday spreadsheet routine joining tickets and usage, and agreed to a demo on her own data.

    Commercial: Jordan floated a Starter tier for one team and quoted about £28k on the call. The 13 Mar 2026 email from Jordan Pike repeated £28k as a working number, not a proposal or agreed price.

    Customer view: Alyssa did not react to the £28k figure. She asked for the proposal to come to her first and said Howard will look at the total before anything else.

    Demo: On 31 Mar 2026 Hannah Lowe showed sample tickets and usage on one timeline in a test space inside the customer's Snowflake account. Alyssa said it was exactly what she needed and much better than expected.

    People: Howard, the CFO, controls spend and wants a case, not a demo. He had not been on any call, and the evidence does not show his view.

    Open at the end: Hannah owes written answers on data and tier access controls. Jordan owes a proposal after Hannah's notes, a value case for Howard and a check-in with Alyssa. Alyssa did not know the company had a Snowflake account, and the three ticket tagging methods need fixing before go-live.

    Assunpink Software / BG-Demo – DiscoveryFollowing up after our discovery callAssunpink Software / BG-Demo – Demo

    Made from 2 calls · 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
14up 6 vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
555up 443 vs 3 months earlier
Connectors configured · Sep 26
3up 1 vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
2.0 GBup 0.8 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)1514555Jun 26: Active users 8; Licensed seats 15; Questions asked 112Jul 26: Active users 11; Licensed seats 15; Questions asked 416Aug 26: Active users 12; Licensed seats 15; Questions asked 276Sep 26: Active users 14; Licensed seats 15; Questions asked 555

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 14; Licensed seats 15; Questions asked 555. Basis: product usage, facts.usage_monthly:org_250, signals:org_250.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jun 26815112
Jul 261115416
Aug 261215276
Sep 261415555
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB21.2 GB42.5 GBJun 26Jul 26Aug 26Sep 26Included connectors (4)2.0 GB31Jun 26: Connectors configured 2; Active admins 1; Data volume 1.27 GBJul 26: Connectors configured 3; Active admins 1; Data volume 1.94 GBAug 26: Connectors configured 3; Active admins 1; Data volume 1.98 GBSep 26: Connectors configured 3; Active admins 1; Data volume 2.02 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 2.0 GB. Basis: product usage, facts.usage_monthly:org_250, signals:org_250.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jun 26211.27 GB
Jul 26311.94 GB
Aug 26311.98 GB
Sep 26312.02 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage rising since August 2026

Direction Rising

Usage is rising: 514 questions in the last 4 weeks against 370 in the 4 before (+39%). September 2026 set the 12-month peak of 555 questions, with 14 of 15 seats active and use spread across several people.

  • Questions up 39% over the last 4 weeks against the 4 before
  • 14 of 15 seats active (93%), at the Starter seat limit
  • One admin, Marisol Ybarra, and 3 of 4 connectors configured
The analysis

Recent weeks: the last 4 weeks against the 4 before show questions 370 to 514 (+39%) and average daily active users 2.9 to 3.9 (+34%). The weeks ending 2 Oct 2026 and 9 Oct 2026 each held about 134 questions or fewer, the highest of the 13.

Trend: usage dipped in August 2026 (276 questions) and rose to 555 in September 2026, up from 112 in June 2026. Records indexed rose from 947,937 on 9 Sep 2026 to 965,756 on 9 Oct 2026.

Who uses it: Marisol Ybarra is the only active admin. Carmen Maddox asked 272 of 1,430 questions (19%) in the last 90 days, Kayla Holt 204 (14%) and Raj Vasquez 192 (13%).

Against the order form: the Starter order form contracts 15 seats and 4 connectors. September 2026 had 14 active users (93% of seats) and 3 connectors 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

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

Assunpink 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 24 AI summaries of 27 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 11 people (11 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 10 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.

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