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: Proposal follow-up: next steps · 2 days before 9 Oct 2026
The story
Current to 11 Oct 26Prospect: Ivelbridge Software's CFO asked for the order form on 7 Oct 2026 for a Growth deal at £62,000 first year. Nothing is executed. Lewis Kerr should send a corrected order form before the 20 Oct 2026 negotiation call.
Prospect, Ivelbridge Software is near signing Growth: the final proposal of 28 Sep 2026 quotes £62,000 first year, then £50,000 a year from year two. Nothing is executed; the CRM stage is proposal, expected close 30 Oct 2026.
There is no usage, ticket or invoice history. Toby Carswell, Head of Operations and the champion, joined all four calls, and Toby Eccles, the CFO, asked for the order form on 7 Oct 2026.
Lewis Kerr conceded a lower first-year price and extra connectors in principle on 28 Sep 2026 with no figure, which must stay within the 20% cap. The proposals quote a four-hour first response, not the one-business-hour Growth P1 term.
Lewis should send Toby Eccles the order form by 9 Oct 2026, with a first-year price approved by Owen Tallis, the P1 term and nightly refresh wording, before the negotiation call booked for 20 Oct 2026.
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 2026eventBB-Demo webinar
+11
- 20 Oct 2026callIvelbridge Software / BB-Demo – Negotiation
+1
- 30 Sep 2026email_threadProposal follow-up: next steps
- 28 Sep 2026documentIvelbridge Software - Proposal
- 28 Sep 2026callIvelbridge Software / BB-Demo – Proposal
- 23 Sep 2026email_threadProposal call scheduling
- 23 Sep 2026documentIvelbridge Software - Proposal v1
- 22 Sep 2026eventRevenue leaders roundtable
+12
- 21 Sep 2026callIvelbridge Software / BB-Demo – Demo
- 16 Sep 2026documentIvelbridge Software - Security Questionnaire
- 15 Sep 2026email_threadLet's schedule a demo
- 14 Sep 2026callIvelbridge Software / BB-Demo – Demo
- 28 Aug 2026email_threadFollow-up: Growth for Ivelbridge
- 27 Aug 2026callIvelbridge Software / BB-Demo – Discovery
- 10 Aug 2026dealIvelbridge Software – New
- 26 May 2026eventRevenue leaders roundtable
+12
- 17 Apr 2025eventBB-Demo webinar
+5
- 19 Sep 2024eventBB-Demo webinar
+2
Contacts
Evidence trail
Updated 9 Oct 26Ivelbridge Software's pages are written from 4 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 4 pages. 1 AI record in this trail is not yet analysed.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Ivelbridge Software / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – Discovery entity
- Demo on Ivelbridge Snowflake data AI record
- Ivelbridge Software / BB-Demo – 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 / BB-Demo – Demo entity
- Technical demo: architecture and connectors AI record
- Ivelbridge Software / BB-Demo – 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 / BB-Demo – Demo entity
- Proposal call: price and extra connectors AI record
- Ivelbridge Software / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – Discovery entity
- Demo on Ivelbridge Snowflake data AI record
- Ivelbridge Software / BB-Demo – 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 / BB-Demo – Demo entity
- Technical demo: architecture and connectors AI record
- Ivelbridge Software / BB-Demo – 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 / BB-Demo – Demo entity
- Proposal call: price and extra connectors AI record
- Ivelbridge Software / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – 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 / BB-Demo – Discovery entity
- Demo on Ivelbridge Snowflake data AI record
- Ivelbridge Software / BB-Demo – 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 / BB-Demo – Demo entity
- Technical demo: architecture and connectors AI record
- Ivelbridge Software / BB-Demo – 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 / BB-Demo – Demo entity
- Proposal call: price and extra connectors AI record
- Ivelbridge Software / BB-Demo – 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 / BB-Demo – 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 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