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Totley Rise Software

Prospect£0Proposal · £62k/yr
made from

AI facts

As at Fri 9 Oct 2026

Totley Rise Software, a Sheffield B2B software company, has no order form, no invoices and £0 ARR. The final proposal of 5 Oct 2026 quotes a Growth subscription at £50k a year, within a £62k deal value that includes implementation. There is no tenant, so no usage is on record, and no tickets have been raised. The open new-business deal is at proposal stage with an expected close of 8 Dec 2026. A negotiation call is booked for 20 Oct 2026.

Read from 4 calls · 3 email threads · 1 deals · 4 people · 3 documents, newest 7 Oct 26

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Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websitetotleyrise.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ citySheffieldSource: CRM company record
  • Size140 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: 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 Totley Rise is in a live Growth evaluation with nothing signed. Simon Furniss will not commit without a clear cost split and support route, and no test on real client data is on record. Louise Sutcliffe's record as a champion at another customer is the main opportunity.

SignalsDocument roll-upFinance readTotley Rise Software / BG-Demo – ProposalTotley Rise Software / BG-Demo – DemoLouise SutcliffeQ2 2025 digest

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

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Key facts

Updated 9 Oct 26
  • Open dealProposal · £62,000Source: CRM deal Totley Rise Software – New · new deal · Expected close 8 Dec 2026 · Owner Lewis Kerr
  • Last contact7 Oct 2026Call: Totley Rise Software / BG-Demo – Proposal · 2 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Lewis Kerr sends Simon Furniss one pack with the one-off and subscription cost split, terms, support route, named contact, success measures and the three-client test result before the 20 Oct 2026 negotiation call. proposal
Who
Lewis Kerr Lewis Kerr
When
This week by 9 Oct 2026
Why
Lewis Kerr should get Simon Furniss the written cost split, support route and success measures, with Louise Sutcliffe's three sample clients tested on Totley Rise's own data, before the negotiation call booked for 20 Oct 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: Totley Rise Software has a Growth proposal at £50k a year within a £62k deal, with nothing executed. Simon Furniss wants a cost split and a support route, and Lewis Kerr owes him a pack before the negotiation call booked for 20 Oct 2026.

Prospect: Totley Rise Software is evaluating Growth, with nothing executed. The final proposal of 5 Oct 2026 quotes £50k a year within a £62k deal value including implementation, and the CRM's 8 Dec 2026 close is a target.

There is no tenant, so no usage is on record, and the 4 Sep 2026 demo used sample data only. Louise Sutcliffe joined all three calls and has championed B-Viz at another BG-Demo customer.

No tickets are on record. The main risk is the decision: Simon Furniss, Chief Executive, said he will not pay for something his team stops using, and certifications promised in the security questionnaire are not on file.

Lewis Kerr is to send Simon one pack with the cost split, support route, success measures and a three-client test on real data by 9 Oct 2026, before the negotiation call with Owen Tallis booked for 20 Oct 2026.

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

Totley Rise Software is a prospect with no order form, no ARR and no billing. One open new-business Growth deal sits at proposal stage, amount £62k, annual value £50k, expected to close 8 Dec 2026.

  • No order form, no ARR, no billing
  • One open Growth deal at proposal stage
  • Expected close 8 Dec 2026 is a forecast
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, which matches the invoiced run rate and order-form ARR.

Next commitment: none is contracted. The open deal is a forecast, not a win, and is expected to close on 8 Dec 2026.

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

Deals: the open new-business Growth deal is at proposal stage, amount £62k, annual value £50k. Lewis Kerr owns it and HR shows him as active.

Totley Rise 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. Q2 2025

    Q2 2025: one webinar invitation, no reply

    One read in the period: a 29 Apr 2025 email in which Sofia Marchetti invited Jason Bramley to a BG-Demo webinar on 15 May 2025. The thread shows no customer response.

    The analysis

    This period holds one read, an email thread.

    Webinar: on 29 Apr 2025 Sofia Marchetti invited Jason Bramley and his data and access colleagues to a BG-Demo webinar on 15 May 2025. The session covered running B-Viz inside the customer's Snowflake account, with time for security and IT control questions.

    Customer view: the thread holds no reply, so the evidence does not show interest, attendance or sentiment. The read rates it as neutral and purely an event invitation.

    Open at the end: Sofia was to send joining details if Jason confirmed. The thread does not show whether he did. The read notes the webinar could engage IT on how B-Viz runs in the customer's Snowflake account.

    Webinar invitation

    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

3 documents in 2 folders. 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
Totley Rise Software – Newproposal£62,0008 Dec 2026
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

Totley Rise 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 · 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.

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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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