What was said
What this says
Current to 11 Oct 26Written notes after a call with Dana Whitaker: usage up on the previous quarter, no tickets, good day-to-day experience, and room in the 40 licensed users for more property managers. No customer reply in the thread.
Ask: Elena Novak recorded that Dana wants to decide who to invite before anything changes, and asked for the list of people to be given access.
Customer view: Dana described operations seeing tenant tickets, lease-renewal calls and service contracts together, saving manual checks across systems. Elena will carry this into the renewal value summary.
Next: Elena will confirm in writing what is needed to add people within the current plan. The term runs to 1 Feb 2027. There is no customer response in the thread.
The thread
Updated 9 Oct 26Messages
- Elena Novak 4 Aug 2026 13:25Dear Dana, Thank you for your time on the call. As promised, here are the notes and actions in writing, so that we both have the same record. What we covered: First, usage. Active use is up on the previous quarter, and your team is using the brain steadily, with the 40 licensed users on the Growth tier not yet fully taken up. That leaves room for the additional property managers you mentioned. To confirm, I understood that you would like to decide who should be invited before we change anything. Second, support. There were no tickets last month and nothing is outstanding on invoices. You told me the day-to-day experience has been good, and I am glad to hear it. Third, the way the teams work with it. You described how operations now see tenant tickets, lease-renewal calls and service contracts together, and that this is saving people from checking several systems by hand. I will make sure that this is reflected in the value summary we prepare for the renewal conversation. Actions: First, Dana to send me the list of people who should be given access, when convenient. Second, I will check what is needed to add them within the current plan and confirm to you in writing. Third, I will propose a date for our next review nearer the time. Your subscription runs until 1 Feb 2027, so we have time, but I prefer to start the conversation early rather than late. If I have recorded anything incorrectly, please tell me and I will correct it. Kind regards, Elena Elena Novak Customer Success Manager, EU BB-Demo