AI facts
Current to 11 Oct 26Ivelbridge Software has no executed order form and no invoices. The final Growth proposal of 28 Sep 2026 quotes £62,000 for the first year, including implementation, and £50,000 a year from year two. The open deal sits at the CRM stage proposal with an expected close of 30 Oct 2026. There is no platform usage yet. A negotiation call is booked for 20 Oct 2026, and the proposals quote a four-hour first response.
AI opinion
Current to 11 Oct 26Prospect, because the CFO asked for the order form on 7 Oct 2026 after CEO sign-off and the champion has attended every call. The first-year concession has no figure yet and must stay within the 20% cap. Opportunity: email and calls connectors from the start.
Next step
Current to 11 Oct 26- What
- Lewis Kerr sends Toby Eccles the Growth order form with an exact first-year price within the 20% discount cap, the one-business-hour P1 response and the nightly refresh wording. proposal
- Who
Lewis Kerr
- When
- this_week by 9 Oct 2026
- Why
- Lewis Kerr should send Toby Eccles the Growth order form now, with a priced first-year concession within the 20% cap, the one-business-hour P1 term and nightly refresh wording, so the 20 Oct 2026 call closes terms rather than reopens them.
Profile
Updated 9 Oct 26- IndustryB2B softwareSource: CRM company record
- Websiteivelbridge.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityCambridgeSource: CRM company record
- Size210 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 · Written 11 Oct 2026
Key facts
Updated 9 Oct 26- Open dealProposal · £62,000Source: CRM deal Ivelbridge Software – New · new deal · Expected close 30 Oct 2026 · Owner Lewis Kerr
- Last contact7 Oct 2026Email: Sales thread, 4 messages · 2 days before 9 Oct 2026
The story
ARR journey
Platform usage
Documents
Updated 9 Oct 26- presales
Folders and documents as a list
- Proposals (2)
- Draft Growth tier proposal draft · proposal · 23 Sep 2026
- Growth tier commercial proposal issued · proposal · 28 Sep 2026
- Security (1)
- Security questionnaire for Growth evaluation issued · security questionnaire · 16 Sep 2026
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Ivelbridge Software – New | proposal | £62,000 | 30 Oct 2026 |
Open tickets
Activity
- 19 Nov 2026eventB-Brain webinar
+11
- 20 Oct 2026callIvelbridge Software / B-Brain – Negotiation
+1
- 30 Sep 2026email_threadSales thread, 4 messages
- 28 Sep 2026documentIvelbridge Software - Proposal
- 28 Sep 2026callIvelbridge Software / B-Brain – Proposal
- 23 Sep 2026email_threadSales thread, 2 messages
- 23 Sep 2026documentIvelbridge Software - Proposal v1
- 22 Sep 2026eventRevenue leaders roundtable
+12
- 21 Sep 2026callIvelbridge Software / B-Brain – Demo
- 16 Sep 2026documentIvelbridge Software - Security Questionnaire
- 15 Sep 2026email_threadSales thread, 2 messages
- 14 Sep 2026callIvelbridge Software / B-Brain – Demo
- 28 Aug 2026email_threadSales thread, 3 messages
- 27 Aug 2026callIvelbridge Software / B-Brain – Discovery
- 10 Aug 2026dealIvelbridge Software – New
- 26 May 2026eventRevenue leaders roundtable
+12
- 17 Apr 2025eventB-Brain webinar
+5
- 19 Sep 2024eventB-Brain webinar
+2
Contacts
Evidence trail
Updated 9 Oct 26Ivelbridge Software's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 12 AI summaries of 13 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 3 pages. 2 AI records in this trail are not yet analysed.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Ivelbridge Software / B-Brain – Discovery entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software / B-Brain – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software / B-Brain – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software / B-Brain – Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_004 raw row
- Ivelbridge Software entity
- Ivelbridge Software / B-Brain – Negotiation entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_005 raw row
- Ivelbridge Software entity
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- +12 more
- Ivelbridge Software / B-Brain – Discovery entity
- AI opinion page block
- Ivelbridge Software prospect near signing AI record
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- Ivelbridge Software: proposals, nothing executed AI record
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge security questionnaire, Growth AI record
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Security Questionnaire entity
- Growth tier proposal, draft v1 AI record
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Growth tier proposal AI record
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Proposal entity
- +1 more
- Ivelbridge Software - Security Questionnaire entity
- Discovery: customer health in one place AI record
- Ivelbridge Software / B-Brain – Discovery entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / B-Brain – Discovery entity
- Demo on Ivelbridge Snowflake data AI record
- Ivelbridge Software / B-Brain – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / B-Brain – Demo entity
- Technical demo: architecture and connectors AI record
- Ivelbridge Software / B-Brain – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / B-Brain – Demo entity
- Proposal call: price and extra connectors AI record
- Ivelbridge Software / B-Brain – Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_004 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / B-Brain – Proposal entity
- +13 more
- Ivelbridge Software – New entity
- Ivelbridge Software prospect near signing AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_045 facts table
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- Ivelbridge Software – New entity
- facts.arr_monthly:org_045 facts table
- AI facts page block
- Ivelbridge Software prospect near signing AI record
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- Ivelbridge Software: proposals, nothing executed AI record
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge security questionnaire, Growth AI record
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Security Questionnaire entity
- Growth tier proposal, draft v1 AI record
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Growth tier proposal AI record
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Proposal entity
- +1 more
- Ivelbridge Software - Security Questionnaire entity
- Discovery: customer health in one place AI record
- Ivelbridge Software / B-Brain – Discovery entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / B-Brain – Discovery entity
- Demo on Ivelbridge Snowflake data AI record
- Ivelbridge Software / B-Brain – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / B-Brain – Demo entity
- Technical demo: architecture and connectors AI record
- Ivelbridge Software / B-Brain – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / B-Brain – Demo entity
- Proposal call: price and extra connectors AI record
- Ivelbridge Software / B-Brain – Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_004 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / B-Brain – Proposal entity
- +13 more
- Ivelbridge Software – New entity
- Ivelbridge Software prospect near signing AI record
- Contacts page block
- Toby Carswell entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/contacts.csv per_4501:org_045 raw row
- Ivelbridge Software entity
- Toby Eccles entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/contacts.csv per_4502:org_045 raw row
- Ivelbridge Software entity
- Ed Kershaw entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/contacts.csv per_4503:org_045 raw row
- Ivelbridge Software entity
- Toby Carswell entity
- Open deals page block
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- Ivelbridge Software – New entity
- Documents page block
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Security Questionnaire entity
- hero page block
- Ivelbridge Software prospect near signing AI record
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- Ivelbridge Software: proposals, nothing executed AI record
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge security questionnaire, Growth AI record
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Security Questionnaire entity
- Growth tier proposal, draft v1 AI record
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Growth tier proposal AI record
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Proposal entity
- +1 more
- Ivelbridge Software - Security Questionnaire entity
- Discovery: customer health in one place AI record
- Ivelbridge Software / B-Brain – Discovery entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / B-Brain – Discovery entity
- Demo on Ivelbridge Snowflake data AI record
- Ivelbridge Software / B-Brain – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / B-Brain – Demo entity
- Technical demo: architecture and connectors AI record
- Ivelbridge Software / B-Brain – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / B-Brain – Demo entity
- Proposal call: price and extra connectors AI record
- Ivelbridge Software / B-Brain – Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_004 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / B-Brain – Proposal entity
- +13 more
- Ivelbridge Software – New entity
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- facts.reconciliation_t0:org_045 facts table
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- Ivelbridge Software entity
- Ivelbridge Software – New entity
- Ivelbridge Software prospect near signing AI record
- Key facts page block
- Evidence trail page block
- The story (not yet analysed) page block
- Next step page block
- Open tickets (not yet analysed) page block
- Profile page block
- Sources page block
- Platform usage (not yet analysed) page block