Who they are
Insight
As at Fri 9 Oct 2026Sunil Kapoor was the admin and heaviest user at Ashwell Mercer Interiors, asking 63% of its questions in the last 90 days. He shaped data trust but not the commercial decision. His access ended on 22 Aug 2026 and the Growth contract was not renewed.
Role: Systems and Reporting Manager in Reading, CRM role admin, and the named admin from onboarding. His platform account was created on 23 Aug 2024 and deactivated on 22 Aug 2026.
Influence: he steered the client-list matching and held back wider invites until figures tied to the ledger. Craig Ashwell and Valerie Okon judged value and renewal; Sunil's word carried weight on whether the data could be trusted.
Watch: his heavy share of questions was a key-person risk. The 19 Aug 2026 call recorded that administrators would not adopt the contract or renew, so he is now a relationship to keep, not an active user.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Ashwell Mercer Interiors | Systems and Reporting Manager | admin | sunil.kapoor@ashwellmercer.example |
Activity
- 19 Aug 2026callAshwell Mercer Interiors / BG-Demo – Check In
+1
- 28 May 2026ticketSupplier records duplicated in the brain
- 6 May 2026ticketUser access not working
- 21 Apr 2026ticketActive projects missing from the brain
- 16 Apr 2026ticketInvoice Payment Terms Query
- 7 Apr 2026email threadFollow-up from our QBR
+1
- 2 Apr 2026callAshwell Mercer Interiors / BG-Demo – QBR
+1
- 31 Mar 2026ticketProject Count Mismatch in Reports
- 19 Feb 2026eventBG-Demo webinar
+40
- 14 Feb 2026email threadInvitation: BG-Demo webinar on Thursday 19 February 2026
- 5 Jan 2026email threadFollow-up from our QBR conversation
+2
- 2 Jan 2026callAshwell Mercer Interiors / BG-Demo – QBR
+2
- 16 Dec 2025ticketProject connector sync has stopped
- 11 Dec 2025ticketDashboard filter not working correctly
- 19 Nov 2025ticketHow to reconcile variations with invoices
- 21 Oct 2025ticketHow to set up dashboard joins across project and finance data
- 2 Oct 2025email threadFollow-up from our QBR: usage and next steps
+1
- 1 Oct 2025callAshwell Mercer Interiors / BG-Demo – QBR
+1
- 31 Jul 2025email threadSupport follow-up on your open ticket
- 30 Jul 2025ticketProject revenue dashboard calculation timeout
- 16 Jul 2025ticketAccess permissions issue for new team members
- 7 Jul 2025email threadFollow-up from the QBR: usage and next steps
+1
- 4 Jul 2025callAshwell Mercer Interiors / BG-Demo – QBR
+1
- 2 Jul 2025ticketData quality issue: project revenue records
- 10 Apr 2025email threadFollow-up from the QBR
+1
- 9 Apr 2025callAshwell Mercer Interiors / BG-Demo – QBR
+1
- 3 Jan 2025email threadFollowing up on our QBR call
+1
- 2 Jan 2025callAshwell Mercer Interiors / BG-Demo – QBR
+1
- 15 Oct 2024ticketDuplicate client records
- 14 Oct 2024callAshwell Mercer Interiors / BG-Demo – Training
- 3 Oct 2024callAshwell Mercer Interiors / BG-Demo – Onboarding
- 30 Sep 2024callAshwell Mercer Interiors / BG-Demo – Onboarding
- 27 Sep 2024email threadOnboarding schedule and access for the remaining connectors
- 23 Sep 2024callAshwell Mercer Interiors / BG-Demo – Onboarding
- 20 Sep 2024email threadOnboarding: next steps after today's call
- 17 Sep 2024email threadBooking the next onboarding session
- 16 Sep 2024callAshwell Mercer Interiors / BG-Demo – Onboarding
- 11 Sep 2024email threadOnboarding session: new time
- 5 Sep 2024callAshwell Mercer Interiors / BG-Demo – Onboarding
- 2 Sep 2024email threadKickoff follow-up and next steps
+1
- 30 Aug 2024callAshwell Mercer Interiors / BG-Demo – Kickoff
+1
- 28 Aug 2024email threadBooking the next onboarding session
- 17 Jun 2024email threadAshwell Mercer demo: what we covered and what comes next
+1
- 17 Jun 2024callAshwell Mercer Interiors / BG-Demo – Demo
+1