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Sloane Kittery Software logo

Sloane Kittery Software

Prospect£0Proposal · £28k/yr
made from

AI facts

Current to 12 Oct 26

Sloane Kittery Software has no executed order form and no invoices; CRM ARR is £0 and the CRM stage is opportunity. The open new-business deal is a Starter subscription at £28k, stage proposal, with expected close 6 Nov 2026. The proposal of 15 Sep 2026 quotes £22k a year plus £6,000 implementation. No usage is recorded and there are no tickets. A negotiation call with Lisa Marchand, Chief Financial Officer, is booked for 19 Oct 2026.

Read from 4 calls · 3 email threads · 1 deals · 3 people · 2 documents, newest 18 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websitesloanekittery.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityBostonSource: CRM company record
  • Size190 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · Written 12 Oct 2026
CRMmade from

AI opinion

Current to 12 Oct 26

Prospect, because nothing is signed and the Starter proposal is held up by finance's request for an ROI case and legal's review of the DPA. The booked call with Lisa Marchand brings finance in directly. Opportunity: Growth later, if more teams adopt.

SignalsDocument roll-upSloane Kittery Software - ProposalSloane Kittery Software / BB-Demo – ProposalProposal for Starter

AI · claude-opus-5-5 · 12 Oct 2026

AImade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £28,000Source: CRM deal Sloane Kittery Software – New · new deal · Expected close 6 Nov 2026 · Owner Jordan Pike
  • Last contact24 Sep 2026Email: Proposal for Starter · 15 days before 9 Oct 2026
Computedmade from

Next step

Current to 12 Oct 26
What
Jordan Pike sends Lisa Marchand, through Nate Feldman, an ROI case with payback figures for the £28k Starter proposal ahead of the 19 Oct 2026 negotiation call. proposal
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should send Lisa Marchand an ROI case with payback figures before the 19 Oct 2026 negotiation call. Finance's ROI question has stalled the £28k Starter proposal, and no figures exist yet.

AI · claude-opus-5-5 · 12 Oct 2026

AImade from

The story

Current to 12 Oct 26
Prospect

Prospect: Sloane Kittery Software has an unsigned £28k Starter proposal, held up by finance's request for an ROI case and legal's DPA review. Jordan Pike should send Lisa Marchand an ROI case before the negotiation call booked for 19 Oct 2026.

Prospect. Sloane Kittery Software has nothing executed: the 15 Sep 2026 proposal offers Starter at £22k a year plus £6,000 implementation, £28k in Year 1, with the CRM deal at proposal stage and expected close 6 Nov 2026.

No usage, tickets or invoices exist, as there is no subscription. Nate Feldman, Director of Customer Success, joined all three calls; he says four connectors cover the stack, and Chris Albanese accepts the 07:00 nightly refresh.

On the 18 Sep 2026 call, Nate said finance wants an ROI case and legal wants the DPA reviewed, and his close was soft. Without payback figures, the deal could stall or slip past early November.

Jordan Pike should send Lisa Marchand, the Chief Financial Officer, an ROI case with payback figures through Nate by 9 Oct 2026. The negotiation call with Lisa, Owen Tallis and Nate is booked for 19 Oct 2026.

AI · claude-opus-5-5 · 12 Oct 2026

AImade from

ARR journey

Not yet analysedNo ARR history: no order forms or invoices for this organisation.
Accountingmade from

Platform usage

Not yet analysedNo platform usage: this organisation has no tenant in product analytics.
Usagemade from

Documents

Updated 9 Oct 26

2 documents in 1 folders; 1 drafts hang on their executed paper. All documents

  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

DealStageAmountClose
Sloane Kittery Software – Newproposal£28,0006 Nov 2026
CRMmade from

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • not yet analysed
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds

Sloane Kittery 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 9 AI summaries of 10 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 3 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)
Computedmade from
Sources AI · Calls · CRM · Documents · Events · Email
made from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Press Ask Brain in the header. Type a question, or pick one of the examples.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

DataRecords
Organisations150
People at customers573
BB-Demo staff48
Calls1,382
Email threads2,122
Support tickets789
Documents850
Deals217
Invoices187
Events49
News items84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

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