Crowle Moor Haulage

Scope: the period holds one read, an email thread dated 27 Feb 2026. No calls, tickets or news items are recorded for Crowle Moor Haulage in Q1 2026.

Outreach: Alice Brewer invited Kyle Brumby, IT and Systems Manager, to a webinar on 19 Mar 2026 about keeping connected data sources healthy. She tied the invitation to his recent work on the company's systems and offered to send details if he replied.

Customer view: the thread shows no reply from Kyle, so his interest is not shown. The read rates the thread as neutral.

Opportunity: the webinar topic links to connector upkeep, which could open a conversation on additional connectors. The read also notes that engagement on connector health is unknown.

Open at the end: Alice was to follow up if Kyle did not respond. The thread does not show whether Kyle attended the webinar or whether she followed up.

Demo set-up: On 19 Oct 2023 Mick named the dispatch system and job sheets as the key sources. On 26 Oct 2023 he asked to move a demo to the start of the following week because of workload.

First demo: On 18 Oct 2023 Tobias Renwick showed Mick late-load and customer-contact answers. Mick liked the plain statement of limits, and Tobias owed a written IT note. Pat was not on the call, and price was not discussed.

Second demo: On 26 Oct 2023 Mick saw dispatch and invoice queries on Crowle Moor's own data. He said the in-account model was less of a worry than he thought. The demo exposed a signed delivery note not matched to a job.

News: Also on 26 Oct 2023, Crowle Moor Haulage launched an online booking portal. The item shows no effect on the account.

Proposal: On 31 Oct 2023 Mick said Pat wants to see the proposal before signing off. On 7 Nov 2023 Tom Ashdown presented a Growth proposal at £56k all in, a proposal figure and not an executed price.

Open at the end: Finance had not been on a call, and the order form was not shown as sent or signed. The IT contact wanted data-location detail in writing, and the year-end deadline left little time.

Discovery: on the 28 Sep 2023 call Mick Overton described load updates scattered across the dispatch system, drivers' tablets, customer emails and a spreadsheet. Pat, the Managing Director, joined late and asked what the work would return.

Customer view: Pat said he feared "another system nobody uses after a month". He wants a five-minute read and written follow-up sent to him, not Mick.

Commercial: Tom suggested Growth as a starting point, not a promise, because dispatch, office and drivers are three teams. He mentioned £56k without saying what it covers or whether it is yearly.

Follow-up: on 29 Sep 2023 Tom sent a Growth proposal at £56k, with a demo on the customer's own data and a call to go through it. Pat asked for the numbers before meeting and passed the review to Mick. The figure is the proposal price, not a signed amount.

Open at the end: ownership on the customer side is unsettled, as Mick cannot decide alone. Mick's view of the proposal is not shown. Tom committed to a written breakdown of the figure, an early data quality check and a small test group. The email aimed for signature by 24 Nov 2023.