B-Glass
Wellbrook Facilities logo

Wellbrook Facilities

Healthy£20kRenews 1 May 27
made from

AI facts

As at Fri 9 Oct 2026

Wellbrook Facilities is on Starter under the order form signed 8 Apr 2026: £20k a year from 1 May 2026 to 30 Apr 2027, with 99.5% availability and P1 response in 4 business hours. Active users held at 10 over the last four months (0%), against 15 licensed users, while questions asked went from 175 to 199 (14%). Renewal falls on 1 May 2027, 204 days away, at a renewal price of £22k (12.8%). The CRM owner, Priya Raman, left BG-Demo on 28 Aug 2026.

Read from 14 calls · 24 email threads · 16 tickets · 3 deals · 4 people · 9 documents, newest 15 Jul 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryFacilities managementSource: CRM company record
  • Websitewellbrook.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLeicesterSource: CRM company record
  • Size1,100 employeesSource: CRM company record
  • CRM ownerPriya RamandiffersSource: CRM company record · Account Executive · Left 28 Aug 2026: the CRM still names them · CSM Marcus Bell · The sources disagree
  • Customer since1 May 2024Source: first executed order form ctr_170_01, signed 17 Apr 2024 · Starter tier · In the CRM since 27 Dec 2023
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 14 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Healthy, because Wellbrook renewed on 8 Apr 2026, pays every invoice within terms and asks steadily, with questions up 14% over four months. The account now has no active CRM owner, and one unnamed user asks 48% of questions. The Growth tier, parked on 17 Mar 2026, remains open.

SignalsWellbrook Facilities - Order Form (signed)INV-170-0004Wellbrook Facilities / BG-Demo – RenewalDuplicate records in HubSpot sync

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£19,500Source: executed order form ctr_170_03, 1 May 2026 to 30 Apr 2027 · CRM £19,500 · Invoiced run rate £19,500 · As of 9 Oct 2026
  • Next renewal1 May 2027Basis: order form ctr_170_03 ends 30 Apr 2027 · In 204 days · Renewal price £22,000 (+12.8%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 May 2026 to 30 Apr 2027Source: order form ctr_170_03 (renewal), signed 8 Apr 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact20 May 2026Email: Revenue leaders roundtable, 26 May 2026 · 142 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since May 2024 · 3 connectors configured
  • Licensed seats1510 active users in Sep 2026 · Order form ctr_170_03: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Marcus Bell takes ownership of Wellbrook Facilities and confirms a documented fix for the HubSpot duplicate records ticket with Rakesh Solanki. delivery
Who
Marcus Bell Marcus Bell
When
This week by 9 Oct 2026
Why
Marcus Bell should take ownership of Wellbrook Facilities and confirm a documented fix for the HubSpot duplicate records with Rakesh Solanki. The ticket of 14 Jul 2026 is still open and the CRM owner left on 28 Aug 2026.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

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The story

As at Fri 9 Oct 2026
Healthy

Healthy: Wellbrook Facilities renewed Starter at £20k to 30 Apr 2027 and pays within terms, with questions up 14% over four months. The gaps are no active owner since Priya Raman left and an open HubSpot duplicates fix before the £22k renewal.

Healthy: Wellbrook Facilities is on Starter at £20k a year under the order form signed 8 Apr 2026, to 30 Apr 2027. Every invoice was paid within terms, and the renewal on 1 May 2027 moves to £22k (12.8%).

Questions rose from 175 to 199 (14%) over the last four months, with active users steady at 10 of 15 licensed. One unnamed user asks 48% of questions and Anita Mistry 28%, and Rakesh Solanki is the only admin.

Priya Raman, the CRM owner, left BG-Demo on 28 Aug 2026, leaving the account with no active owner. The HubSpot duplicate records ticket of 14 Jul 2026 has a diagnosis but no documented fix.

Marcus Bell should take ownership and confirm a documented HubSpot fix with Rakesh by 9 Oct 2026. He should then book a value review with Clive Wardle on the £22k renewal and the parked Growth move.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£10k£20kAug 24Jan 25Jun 25Nov 25Apr 26Sep 26newexpansion£20k£20kMay 24: Contracted ARR £17,550; Invoiced ARR £17,550Jun 24: Contracted ARR £17,550; Invoiced ARR £17,550Jul 24: Contracted ARR £17,550; Invoiced ARR £17,550Aug 24: Contracted ARR £17,550; Invoiced ARR £17,550Sep 24: Contracted ARR £17,550; Invoiced ARR £17,550Oct 24: Contracted ARR £17,550; Invoiced ARR £17,550Nov 24: Contracted ARR £17,550; Invoiced ARR £17,550Dec 24: Contracted ARR £17,550; Invoiced ARR £17,550Jan 25: Contracted ARR £17,550; Invoiced ARR £17,550Feb 25: Contracted ARR £17,550; Invoiced ARR £17,550Mar 25: Contracted ARR £17,550; Invoiced ARR £17,550Apr 25: Contracted ARR £17,550; Invoiced ARR £17,550May 25: Contracted ARR £19,500; Invoiced ARR £19,500Jun 25: Contracted ARR £19,500; Invoiced ARR £19,500Jul 25: Contracted ARR £19,500; Invoiced ARR £19,500Aug 25: Contracted ARR £19,500; Invoiced ARR £19,500Sep 25: Contracted ARR £19,500; Invoiced ARR £19,500Oct 25: Contracted ARR £19,500; Invoiced ARR £19,500Nov 25: Contracted ARR £19,500; Invoiced ARR £19,500Dec 25: Contracted ARR £19,500; Invoiced ARR £19,500Jan 26: Contracted ARR £19,500; Invoiced ARR £19,500Feb 26: Contracted ARR £19,500; Invoiced ARR £19,500Mar 26: Contracted ARR £19,500; Invoiced ARR £19,500Apr 26: Contracted ARR £19,500; Invoiced ARR £19,500May 26: Contracted ARR £19,500; Invoiced ARR £19,500Jun 26: Contracted ARR £19,500; Invoiced ARR £19,500Jul 26: Contracted ARR £19,500; Invoiced ARR £19,500Aug 26: Contracted ARR £19,500; Invoiced ARR £19,500Sep 26: Contracted ARR £19,500; Invoiced ARR £19,500

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £20k; Invoiced ARR £20k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_170.

Show the figures as a table
MonthContracted ARRInvoiced ARR
May 24£17,550£17,550
Jun 24£17,550£17,550
Jul 24£17,550£17,550
Aug 24£17,550£17,550
Sep 24£17,550£17,550
Oct 24£17,550£17,550
Nov 24£17,550£17,550
Dec 24£17,550£17,550
Jan 25£17,550£17,550
Feb 25£17,550£17,550
Mar 25£17,550£17,550
Apr 25£17,550£17,550
May 25£19,500£19,500
Jun 25£19,500£19,500
Jul 25£19,500£19,500
Aug 25£19,500£19,500
Sep 25£19,500£19,500
Oct 25£19,500£19,500
Nov 25£19,500£19,500
Dec 25£19,500£19,500
Jan 26£19,500£19,500
Feb 26£19,500£19,500
Mar 26£19,500£19,500
Apr 26£19,500£19,500
May 26£19,500£19,500
Jun 26£19,500£19,500
Jul 26£19,500£19,500
Aug 26£19,500£19,500
Sep 26£19,500£19,500
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
10level vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
199down 26 vs 3 months earlier
Connectors configured · Sep 26
3level vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
10.5 GBup 0.4 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00812515250May 24Sep 24Jan 25May 25Sep 25Jan 26May 26Sep 26Included users (15)1519910May 24: Active users 6; Licensed seats 15; Questions asked 50Jun 24: Active users 7; Licensed seats 15; Questions asked 121Jul 24: Active users 8; Licensed seats 15; Questions asked 172Aug 24: Active users 10; Licensed seats 15; Questions asked 108Sep 24: Active users 10; Licensed seats 15; Questions asked 204Oct 24: Active users 10; Licensed seats 15; Questions asked 217Nov 24: Active users 10; Licensed seats 15; Questions asked 201Dec 24: Active users 10; Licensed seats 15; Questions asked 162Jan 25: Active users 10; Licensed seats 15; Questions asked 195Feb 25: Active users 10; Licensed seats 15; Questions asked 194Mar 25: Active users 10; Licensed seats 15; Questions asked 206Apr 25: Active users 10; Licensed seats 15; Questions asked 193May 25: Active users 10; Licensed seats 15; Questions asked 179Jun 25: Active users 10; Licensed seats 15; Questions asked 189Jul 25: Active users 10; Licensed seats 15; Questions asked 210Aug 25: Active users 10; Licensed seats 15; Questions asked 103Sep 25: Active users 10; Licensed seats 15; Questions asked 210Oct 25: Active users 10; Licensed seats 15; Questions asked 215Nov 25: Active users 10; Licensed seats 15; Questions asked 189Dec 25: Active users 10; Licensed seats 15; Questions asked 157Jan 26: Active users 10; Licensed seats 15; Questions asked 196Feb 26: Active users 10; Licensed seats 15; Questions asked 177Mar 26: Active users 10; Licensed seats 15; Questions asked 198Apr 26: Active users 10; Licensed seats 15; Questions asked 186May 26: Active users 10; Licensed seats 15; Questions asked 175Jun 26: Active users 10; Licensed seats 15; Questions asked 225Jul 26: Active users 10; Licensed seats 15; Questions asked 214Aug 26: Active users 10; Licensed seats 15; Questions asked 109Sep 26: Active users 10; Licensed seats 15; Questions asked 199

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 10; Licensed seats 15; Questions asked 199. Basis: product usage, facts.usage_monthly:org_170, signals:org_170.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
May 2461550
Jun 24715121
Jul 24815172
Aug 241015108
Sep 241015204
Oct 241015217
Nov 241015201
Dec 241015162
Jan 251015195
Feb 251015194
Mar 251015206
Apr 251015193
May 251015179
Jun 251015189
Jul 251015210
Aug 251015103
Sep 251015210
Oct 251015215
Nov 251015189
Dec 251015157
Jan 261015196
Feb 261015177
Mar 261015198
Apr 261015186
May 261015175
Jun 261015225
Jul 261015214
Aug 261015109
Sep 261015199
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB26.0 GB412.0 GBMay 24Sep 24Jan 25May 25Sep 25Jan 26May 26Sep 26Included connectors (4)10.5 GB31May 24: Connectors configured 2; Active admins 1; Data volume 4.49 GBJun 24: Connectors configured 3; Active admins 1; Data volume 6.86 GBJul 24: Connectors configured 3; Active admins 1; Data volume 7.00 GBAug 24: Connectors configured 3; Active admins 1; Data volume 7.13 GBSep 24: Connectors configured 3; Active admins 1; Data volume 7.27 GBOct 24: Connectors configured 3; Active admins 1; Data volume 7.40 GBNov 24: Connectors configured 3; Active admins 1; Data volume 7.53 GBDec 24: Connectors configured 3; Active admins 1; Data volume 7.67 GBJan 25: Connectors configured 3; Active admins 1; Data volume 7.81 GBFeb 25: Connectors configured 3; Active admins 1; Data volume 7.93 GBMar 25: Connectors configured 3; Active admins 1; Data volume 8.07 GBApr 25: Connectors configured 3; Active admins 1; Data volume 8.20 GBMay 25: Connectors configured 3; Active admins 1; Data volume 8.34 GBJun 25: Connectors configured 3; Active admins 1; Data volume 8.47 GBJul 25: Connectors configured 3; Active admins 1; Data volume 8.60 GBAug 25: Connectors configured 3; Active admins 1; Data volume 8.74 GBSep 25: Connectors configured 3; Active admins 1; Data volume 8.87 GBOct 25: Connectors configured 3; Active admins 1; Data volume 9.01 GBNov 25: Connectors configured 3; Active admins 1; Data volume 9.14 GBDec 25: Connectors configured 3; Active admins 1; Data volume 9.28 GBJan 26: Connectors configured 3; Active admins 1; Data volume 9.41 GBFeb 26: Connectors configured 3; Active admins 1; Data volume 9.54 GBMar 26: Connectors configured 3; Active admins 1; Data volume 9.67 GBApr 26: Connectors configured 3; Active admins 1; Data volume 9.80 GBMay 26: Connectors configured 3; Active admins 1; Data volume 9.94 GBJun 26: Connectors configured 3; Active admins 1; Data volume 10.07 GBJul 26: Connectors configured 3; Active admins 1; Data volume 10.21 GBAug 26: Connectors configured 3; Active admins 1; Data volume 10.35 GBSep 26: Connectors configured 3; Active admins 1; Data volume 10.48 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 3; Active admins 1; Data volume 10.5 GB. Basis: product usage, facts.usage_monthly:org_170, signals:org_170.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
May 24214.49 GB
Jun 24316.86 GB
Jul 24317.00 GB
Aug 24317.13 GB
Sep 24317.27 GB
Oct 24317.40 GB
Nov 24317.53 GB
Dec 24317.67 GB
Jan 25317.81 GB
Feb 25317.93 GB
Mar 25318.07 GB
Apr 25318.20 GB
May 25318.34 GB
Jun 25318.47 GB
Jul 25318.60 GB
Aug 25318.74 GB
Sep 25318.87 GB
Oct 25319.01 GB
Nov 25319.14 GB
Dec 25319.28 GB
Jan 26319.41 GB
Feb 26319.54 GB
Mar 26319.67 GB
Apr 26319.80 GB
May 26319.94 GB
Jun 263110.07 GB
Jul 263110.21 GB
Aug 263110.35 GB
Sep 263110.48 GB
Usagemade from

Documents

Updated 9 Oct 26

9 documents in 3 folders; 1 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • 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

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 15 Jul 2026ticketSlack connector missing messages Rakesh Solanki, Bethan ListerWellbrook Facilities logoRakesh SolankiBethan Lister
  • 14 Jul 2026ticketDuplicate records in HubSpot sync Rakesh Solanki, Olivia GrantWellbrook Facilities logoRakesh SolankiOlivia Grant
  • 9 Jul 2026ticketCan I share a saved search with my team? Rakesh Solanki, Kate OrmerodWellbrook Facilities logoRakesh SolankiKate Ormerod
  • 26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Bas Vermeulen, Erik Wallin, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia HartmannAlice BrewerKofi MensahEllie Rowcliffe+39
  • 20 May 2026email threadRevenue leaders roundtable, 26 May 2026 Alice Brewer, Anita MistryWellbrook Facilities logoAlice BrewerAnita Mistry
  • 17 Apr 2026email threadRenewal invoice Rachel Dunmore, Tina GoddardWellbrook Facilities logoRachel DunmoreTina Goddard
  • 17 Apr 2026invoiceINV-170-0004 Tina GoddardWellbrook Facilities logoTina Goddard
  • 8 Apr 2026documentWellbrook Facilities - Order Form (signed) Priya RamanWellbrook Facilities logoPriya Raman
  • 2 Apr 2026email threadRenewal order form Priya Raman, Clive WardleWellbrook Facilities logoPriya RamanClive Wardle
  • 19 Mar 2026eventBG-Demo webinar Alice Brewer, Richard Thorne, Ruben Smit, Imogen Hartley, Kelly Sharpe, Sam Yates, Danny Sargent, Ajay Bhatt, Vincent Almeida, Martin Firth, Alan Rennie, Natasha Greaves, Wayne Dobson, Christina Möller, Brenda Oldroyd, Tina Goddard, Maureen Ellis, Stijn Gielen, Clodagh Fitzgerald, Diarmuid Kenny, Eoin Hegarty, Ruth Ackroyd, Ronald Hetherington, Kevin Kershaw, Hugh Fenton, Chris Jagger, Darragh Quinlan, Arnaud Janssens, Chris Riley, Chris Dyson, Jade Riley, Holly Tranter, Carl Whittle, Tomasz Wiśniewski, Clara Hoskins, Mirjam Hendriks, Tim SchröderAlice BrewerRichard ThorneRuben Smit+34
  • 17 Mar 2026callWellbrook Facilities / BG-Demo – Renewal Marcus Bell, Priya Raman, Clive Wardle, Anita Mistry, Tina GoddardWellbrook Facilities logoMarcus BellPriya RamanClive Wardle+2
  • 13 Mar 2026email threadScheduling a renewal call Marcus Bell, Clive WardleWellbrook Facilities logoMarcus BellClive Wardle
  • 12 Mar 2026ticketDashboard not updating after export Anita Mistry, Olivia GrantWellbrook Facilities logoAnita MistryOlivia Grant
  • 24 Feb 2026eventRevenue leaders roundtable Alice Brewer, Joost Verbeek, Douglas Baird, Craig Oduya, Lachlan Nguyen, Luis Herrera, Jo Fowler, Inge de Boer, Kofi Asamoah, Joanne Feeney, Natasha Greaves, Adrian Mellor, Daan Visser, Fleur Jansen, Marloes de Vries, Sunita Bains, Ethan Brody, Deirdre Barry, Dylan Price, Tina Goddard, Emma Haworth, Ian Fairclough, Colin Airey, Philipp Schulz, Clodagh Fitzgerald, Grant Mattner, Ruth Ackroyd, Stuart Kenyon, Eilidh Rutherford, Oliver Kirkby, Tracy Bullock, Jill Heron, Wim Goossens, Annika Lund, Jonas Hofmann, Nicola Ellwood, Ian Greenhalgh, Kyle Jenkins, Rashid Suwaidi, Polly Illingworth, Malcolm Ridgway, Ruud Verhoeven, Bas Kuijpers, Ingrid Solberg, Kyle Brandvold, Wouter BrouwerAlice BrewerJoost VerbeekDouglas Baird+43
  • 19 Feb 2026eventBG-Demo webinar Alice Brewer, Richard Thorne, Nadia Osei, Warren Petrie, Ellen Cairns, Peter Mayes, Jo Fowler, Patricia Gleave, Mark Ellwood, Nikhil Rao, Sunil Kapoor, Fleur Jansen, Andrea Neumann, Ethan Brody, Deirdre Barry, Anita Mistry, Emma Haworth, Barry Coxon, Stephanie Lowes, Eleanor Pickering, Ruth Ackroyd, Mhairi MacLeod, Graham Rowntree, Ilse de Graaf, Eva Mulder, Shane Keane, Ed Eccles, Nicole Sullivan, Kevin Simmons, Justin Simmons, Tariq Saleem, Lauren Pilkington, Samuel Adeyemi, Neville HirstAlice BrewerRichard ThorneNadia Osei+31
  • 30 Jan 2026email threadContract renewal Marcus Bell, Priya Raman, Clive WardleWellbrook Facilities logoMarcus BellPriya RamanClive Wardle
  • 30 Jan 2026dealWellbrook Facilities – Renewal Priya Raman, Anita MistryWellbrook Facilities logoPriya RamanAnita Mistry
  • 19 Jan 2026ticketHow do I restore deleted records? Rakesh Solanki, Connor WebbWellbrook Facilities logoRakesh SolankiConnor Webb
  • 7 Jan 2026email threadWellbrook, check-in Marcus Bell, Anita MistryWellbrook Facilities logoMarcus BellAnita Mistry
  • 6 Jan 2026callWellbrook Facilities / BG-Demo – Check In Marcus Bell, Anita MistryWellbrook Facilities logoMarcus BellAnita Mistry
  • 4 Dec 2025ticketRequest: bulk edit for records Rakesh Solanki, Olivia GrantWellbrook Facilities logoRakesh SolankiOlivia Grant
  • 16 Oct 2025eventBG-Demo webinar Alice Brewer, Claire Haddon, Toby Underwood, Anouk Zijlstra, Robin Hatherell, Mairead Hurley, Siân Pritchard, Morven Tait, Heather Gillespie, Lindsey Ward, Daan Visser, Janice Haddon, Anita Mistry, Maeve Doherty, Layla Mansour, Leanne Moss, Hugh Fenton, Liz Waddington, Bas Vermeulen, Ida Mortensen, Anders Thomsen, Luke Kershaw, Sara Forsberg, Sam Entwistle, Jess Ferrand, Morag Cowie, Graeme Charlton, Hamish Crawford, Iain Lumsden, Joanne Unwin, Sue DitchfieldAlice BrewerClaire HaddonToby Underwood+28
  • 6 Oct 2025email threadBG-Demo webinar Alice Brewer, Anita MistryWellbrook Facilities logoAlice BrewerAnita Mistry
  • 23 Sep 2025eventRevenue leaders roundtable Alice Brewer, Claire Haddon, Ellie Rowcliffe, Raj Sandhu, Ravi Atherton, Sam Yates, Luis Herrera, Fran Whiting, Ian Prendergast, Russell Bland, Sukhvinder Dhillon, Allison Pereira, Shane Twomey, Huw Bevan, Kristin Lindahl, Kenneth Fell, Rakesh Solanki, Emma Haworth, Ian Fairclough, Colin Airey, Susan Tweddle, Stefanie Lange, Felicity Gurney, Stephen Quick, Kirsty Ingham, Megan Ibbotson, Katharina Richter, Marloes Hendriks, Annika Lund, Emma Illingworth, Julian Ferrers, Bryony Searle, Lauren Pilkington, Nadia Bashir, Niamh Fogarty, Declan Moran, Siobhán Nolan, Ilse Smits, Kirsteen Boyd, Andy BuckleyAlice BrewerClaire HaddonEllie Rowcliffe+37
  • 18 Sep 2025eventBG-Demo webinar Alice Brewer, Jodie Sims, Robin Hatherell, Katie Halsall, Doug Fairweather, Hugh Firth, Heather Gillespie, Lindsey Ward, Helen Varley, Lee Garside, Paula Rennie, Kristin Lindahl, Rakesh Solanki, Asif Nuttall, Simon Ashworth, Charles Braithwaite, Sofie Bech, Fiona Fairclough, Ian Dobson, Jonas Albrecht, Mark Dodds, Joost van der LindenAlice BrewerJodie SimsRobin Hatherell+19
  • 12 Sep 2025callWellbrook Facilities / BG-Demo – Check In Marcus Bell, Anita MistryWellbrook Facilities logoMarcus BellAnita Mistry
  • 17 Jul 2025eventBG-Demo webinar Alice Brewer, Dean Hargreaves, Dale Prescott, Ed Duckworth, Ravi Atherton, Lee Hathaway, Tina Goddard, Nathan Booth, Phil Royston, Hugo Bacon, Ricky Blanchard, Tamika Harris, Bas Vermeulen, Eva Mulder, Vicky Brearley, Anders Kjær, Anders Mortensen, Noor Bos, Stuart Haworth, Becky Tattersall, Nils Behrens, Tracey Bainbridge, Anja PohlAlice BrewerDean HargreavesDale Prescott+20
  • 3 Jul 2025email threadDashboard save error Bethan Lister, Rakesh SolankiWellbrook Facilities logoBethan ListerRakesh Solanki
  • 2 Jul 2025ticketHow do I filter by date in a query? Rakesh Solanki, Bethan ListerWellbrook Facilities logoRakesh SolankiBethan Lister
  • 19 Jun 2025eventBG-Demo webinar Alice Brewer, Toby Underwood, Noel Cronin, Melvin Goh, Patricia Gleave, Asif Jagger, Josh Pearce, Elaine Turvey, Jasmine Coleman, Donal Coughlan, Clive Wardle, Rakesh Solanki, Emma Haworth, Ian Fairclough, Lindsay Pallister, Nathan Booth, Glenys Routledge, Gavin Tyldesley, Julie Wardhaugh, Jolien van Dijk, Wim Goossens, Faye Metcalfe, Ade Ogunleye, Deepa Chauhan, Bernadette Lowry, Bryony Searle, Declan Moran, Ronan Healy, Petra LüdersAlice BrewerToby UnderwoodNoel Cronin+26
  • 12 Jun 2025eventBG-Demo Customer Day Sofia Marchetti, Callum Reid, Kofi Mensah, Joanne Platt, Rob Ellery, Ravi Atherton, Toby Underwood, Neil Entwistle, Gemma Yates, Emma Croft, Jess Dobson, Natasha Greaves, Elaine Turvey, Sukhvinder Dhillon, Paula Mortimer, Yasmin Chaudhry, Sunita Bains, Paula Rennie, Huw Bevan, Owain Jenkins, Brenda Oldroyd, Anita Mistry, Clive Wardle, Phil Royston, Daisy Howes, Becky Lawton, Linnea Holm, Erik Wallin, Sofie Bech, Anders Thomsen, Fiona Marsden, Bryony Searle, Wes Jago, Matt Colenso, Lauren Pilkington, Stuart Haworth, Carl Whittle, Joe Mallinson, Aisha Bukhari, Ryan Heslop, Fiona Drummond, Fraser McAllister, Iain Lumsden, Zoe Kendrick, Trevor Mayhew, Paul Ottaway, Anthony Garrow, Sue Ditchfield, Liam Corner, Rebecca Oakes, Vikram SethiSofia MarchettiCallum ReidKofi Mensah+48
  • 27 May 2025eventRevenue leaders roundtable Sofia Marchetti, Jenna Price, Helen Marsden, Ravi Atherton, Sofie Claes, Johan Ekström, Neil Entwistle, Noel Cronin, Ashley Chen, Melvin Goh, Gina Ferraro, Howard Feinberg, Nikhil Rao, Josh Pearce, Huw Bevan, Clive Wardle, Harry Kitching, Beth Venn, Mohammed Hanif, Andre Baptiste, Brent Overholt, Geneviève Lalonde, Alyssa Jenkins, Emma Quinn, Priti Haworth, Alexa Fraser, Henrik Lorenz, Carl Whittle, Aoife Mulcahy, Declan Moran, Siobhán Nolan, Ronan Healy, Kayleigh Roberts, Liam Corner, Megan StathamSofia MarchettiJenna PriceHelen Marsden+32
  • 27 May 2025callWellbrook Facilities / BG-Demo – Check In Marcus Bell, Anita MistryWellbrook Facilities logoMarcus BellAnita Mistry
  • 23 May 2025ticketHelpdesk connector not syncing Rakesh Solanki, Olivia GrantWellbrook Facilities logoRakesh SolankiOlivia Grant
  • 13 May 2025email threadRevenue leaders roundtable Sofia Marchetti, Clive WardleWellbrook Facilities logoSofia MarchettiClive Wardle
  • 17 Apr 2025email threadInvoice INV-170-0003 Rachel Dunmore, Tina GoddardWellbrook Facilities logoRachel DunmoreTina Goddard
  • 17 Apr 2025invoiceINV-170-0003 Tina GoddardWellbrook Facilities logoTina Goddard
  • 14 Apr 2025documentWellbrook Facilities - Order Form (signed) Priya RamanWellbrook Facilities logoPriya Raman
  • 10 Apr 2025email threadRenewal order form Priya Raman, Clive WardleWellbrook Facilities logoPriya RamanClive Wardle
  • 7 Apr 2025ticketHow do I export data from the brain? Rakesh Solanki, Bethan ListerWellbrook Facilities logoRakesh SolankiBethan Lister
  • 3 Apr 2025email threadConnector sync issue Connor Webb, Rakesh SolankiWellbrook Facilities logoConnor WebbRakesh Solanki
  • 2 Apr 2025ticketNew user access provisioning Rakesh Solanki, Connor WebbWellbrook Facilities logoRakesh SolankiConnor Webb
  • 20 Mar 2025callWellbrook Facilities / BG-Demo – Renewal Marcus Bell, Priya Raman, Clive Wardle, Tina GoddardWellbrook Facilities logoMarcus BellPriya RamanClive Wardle+1
  • 25 Feb 2025eventRevenue leaders roundtable Sofia Marchetti, Toby Rickard, Oliver Pennock, Alexander Vallance, Asif Jagger, Steven Holroyd, Matthew Grice, Pieter de Groot, Craig Holt, Tina Goddard, Susan Tweddle, Jas Dhillon, Troy Wendt, Glen Nuttall, Timo Brand, Claire Vasseur, Mads Mortensen, Lachlan Hutchinson, Tomasz Wiśniewski, Clara Hoskins, Kirsteen Boyd, Trevor Mayhew, Sinead Maguire, Paul Ottaway, Jade Kenwright, Liam Corner, Vikram SethiSofia MarchettiToby RickardOliver Pennock+24
  • 3 Feb 2025callWellbrook Facilities / BG-Demo – Check In Marcus Bell, Anita MistryWellbrook Facilities logoMarcus BellAnita Mistry
  • 30 Jan 2025email threadWellbrook contract renewal Marcus Bell, Priya Raman, Clive WardleWellbrook Facilities logoMarcus BellPriya RamanClive Wardle
  • 30 Jan 2025dealWellbrook Facilities – Renewal Priya Raman, Anita MistryWellbrook Facilities logoPriya RamanAnita Mistry
  • 18 Dec 2024ticketSlow search performance Rakesh Solanki, Bethan ListerWellbrook Facilities logoRakesh SolankiBethan Lister
  • 19 Nov 2024ticketAdding a new team to the brain Rakesh Solanki, Bethan ListerWellbrook Facilities logoRakesh SolankiBethan Lister
  • 11 Nov 2024ticketDuplicate site entries in results Rakesh Solanki, Bethan ListerWellbrook Facilities logoRakesh SolankiBethan Lister
  • 17 Oct 2024eventBG-Demo webinar Sofia Marchetti, Rajesh Mistry, Nate Feldman, Elliot Allott, Sam Yates, Brianna Ocampo, Asif Jagger, Ian Prendergast, Lee Garside, Cerys Llewellyn, Huw Bevan, Owain Jenkins, Clive Wardle, Deborah Gowland, Tariq Hussain, Diane Cropper, Jill Heron, Anders Thomsen, Dan Firth, Neha Kapoor, Jess Ferrand, Lauren Pilkington, Declan Moran, Fraser McAllister, Iain LumsdenSofia MarchettiRajesh MistryNate Feldman+22
  • 4 Oct 2024callWellbrook Facilities / BG-Demo – Check In Marcus Bell, Anita MistryWellbrook Facilities logoMarcus BellAnita Mistry
  • 26 Sep 2024ticketConnector sync: audit records not loading Rakesh Solanki, Bethan ListerWellbrook Facilities logoRakesh SolankiBethan Lister
  • 12 Sep 2024ticketConnector failures in Zendesk sync Rakesh Solanki, Bethan ListerWellbrook Facilities logoRakesh SolankiBethan Lister
  • 13 Jun 2024eventBG-Demo Customer Day Nell Ashcombe, Craig Paterson, Scott Galbraith, Calum Sneddon, Pamela Lyall, Ed Duckworth, Kirsty Rigby, Elliot Allott, Ravi Riley, Yasmin Openshaw, Helen Varley, Lee Garside, Paula Rennie, Anita Mistry, Clive Wardle, Rakesh Solanki, Aaron Graham, Matt Colenso, Nadia Bashir, Carl Whittle, Becky Tattersall, Jade Kenwright, Anthony Garrow, Kayleigh RobertsNell AshcombeCraig PatersonScott Galbraith+21
  • 5 Jun 2024callWellbrook Facilities / BG-Demo – Training Callie Brennan, Anita Mistry, Rakesh SolankiWellbrook Facilities logoCallie BrennanAnita MistryRakesh Solanki
  • 31 May 2024ticketUser access provisioning Rakesh Solanki, Bethan ListerWellbrook Facilities logoRakesh SolankiBethan Lister
  • 21 May 2024callWellbrook Facilities / BG-Demo – Onboarding Callie Brennan, Rakesh SolankiWellbrook Facilities logoCallie BrennanRakesh Solanki
  • 13 May 2024email threadWellbrook implementation kickoff Callie Brennan, Rakesh SolankiWellbrook Facilities logoCallie BrennanRakesh Solanki
  • 8 May 2024callWellbrook Facilities / BG-Demo – Kickoff Callie Brennan, Marcus Bell, Anita Mistry, Rakesh SolankiWellbrook Facilities logoCallie BrennanMarcus BellAnita Mistry+1
  • 6 May 2024documentWellbrook Facilities - Onboarding Plan Callie BrennanWellbrook Facilities logoCallie Brennan
  • 1 May 2024email threadInvoice INV-170-0002 Nell Ashcombe, Tina GoddardWellbrook Facilities logoNell AshcombeTina Goddard
  • 1 May 2024invoiceINV-170-0002 Tina GoddardWellbrook Facilities logoTina Goddard
  • 18 Apr 2024email threadImplementation invoice Nell Ashcombe, Tina GoddardWellbrook Facilities logoNell AshcombeTina Goddard
  • 18 Apr 2024invoiceINV-170-0001 Tina GoddardWellbrook Facilities logoTina Goddard
  • 18 Apr 2024eventBG-Demo webinar Nell Ashcombe, Josh Penrose, Lorna Wishart, Margaret Cleland, Alan Rennie, Natasha Greaves, Christopher Bamber, Anita Mistry, Divya Raval, Brendan Moran, Ian Greenhalgh, Conor Fitzgerald, Anthony GarrowNell AshcombeJosh PenroseLorna Wishart+10
  • 17 Apr 2024documentWellbrook Facilities - Order Form (signed) Priya RamanWellbrook Facilities logoPriya Raman
  • 17 Apr 2024documentWellbrook Facilities - Data Processing Agreement (signed) Priya RamanWellbrook Facilities logoPriya Raman
  • 17 Apr 2024documentWellbrook Facilities - Master Services Agreement (signed) Priya RamanWellbrook Facilities logoPriya Raman
  • 15 Apr 2024email threadOrder form ready Priya Raman, Clive WardleWellbrook Facilities logoPriya RamanClive Wardle
  • 3 Apr 2024email threadBG-Demo webinar Nell Ashcombe, Anita MistryWellbrook Facilities logoNell AshcombeAnita Mistry
  • 25 Mar 2024documentWellbrook Facilities - Master Services Agreement v2 Priya RamanWellbrook Facilities logoPriya Raman
  • 25 Mar 2024callWellbrook Facilities / BG-Demo – Negotiation Priya Raman, Owen Tallis, Clive Wardle, Anita Mistry, Tina GoddardWellbrook Facilities logoPriya RamanOwen TallisClive Wardle+2
  • 21 Mar 2024eventBG-Demo webinar Nell Ashcombe, Mark Siddall, Imogen Hartley, Moira Sinclair, Kirsty Rigby, Neil Entwistle, Olivier Delmotte, Phoebe Lacey, Méabh Crowley, Nadeem Qureshi, Tina Goddard, Nathan Booth, Lukas Hartwig, Sanjay Krishnan, Nicola Ellwood, Marie Goossens, Wes Jago, Ailsa Dunlop, Trevor Mayhew, Petra Lüders, Pauline Metcalfe, Liam Corner, Florian BeckerNell AshcombeMark SiddallImogen Hartley+20
  • 15 Mar 2024email threadBG-Demo webinar Nell Ashcombe, Tina GoddardWellbrook Facilities logoNell AshcombeTina Goddard
  • 6 Mar 2024email threadFollowing up Priya Raman, Anita MistryWellbrook Facilities logoPriya RamanAnita Mistry
  • 5 Mar 2024callWellbrook Facilities / BG-Demo – Proposal Priya Raman, Anita MistryWellbrook Facilities logoPriya RamanAnita Mistry
  • 4 Mar 2024documentWellbrook Facilities - Proposal Priya RamanWellbrook Facilities logoPriya Raman
  • 1 Mar 2024email threadProposal call Priya Raman, Anita MistryWellbrook Facilities logoPriya RamanAnita Mistry
  • 28 Feb 2024documentWellbrook Facilities - Proposal v1 Priya RamanWellbrook Facilities logoPriya Raman
  • 15 Feb 2024eventBG-Demo webinar Nell Ashcombe, Niamh Costello, Sam Cheney, Abby Lisle, Elliot Allott, Oluwaseun Bamidele, Shona Baird, Anita Mistry, Arnaud Janssens, Luke Kershaw, Tariq Saleem, Abi Coombes, Sharon Whitley, Jade KenwrightNell AshcombeNiamh CostelloSam Cheney+11
  • 9 Feb 2024callWellbrook Facilities / BG-Demo – Demo Priya Raman, Tobias Renwick, Anita Mistry, Rakesh SolankiWellbrook Facilities logoPriya RamanTobias RenwickAnita Mistry+1
  • 6 Feb 2024email threadProduct demo Priya Raman, Anita MistryWellbrook Facilities logoPriya RamanAnita Mistry
  • 24 Jan 2024email threadOur proposal Priya Raman, Anita Mistry, Clive WardleWellbrook Facilities logoPriya RamanAnita MistryClive Wardle
  • 22 Jan 2024callWellbrook Facilities / BG-Demo – Discovery Priya Raman, Anita Mistry, Clive WardleWellbrook Facilities logoPriya RamanAnita MistryClive Wardle
  • 15 Jan 2024email threadDiscovery call Priya Raman, Anita MistryWellbrook Facilities logoPriya RamanAnita Mistry
  • 27 Dec 2023dealWellbrook Facilities – New Priya Raman, Anita MistryWellbrook Facilities logoPriya RamanAnita Mistry
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)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds

Wellbrook Facilities' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 63 AI summaries of 70 raw things (calls, tickets, emails, news), 4 people (4 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 10 pages.

The trail as a list (block, record, entity, raw row)
  • Activity page block
  • AI opinion page block
    • Wellbrook Facilities healthy AI record
      • Wellbrook Facilities – New entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • contracts/order_form_lines.csv ctr_170_01:1 raw row
        • contracts/order_form_lines.csv ctr_170_01:2 raw row
        • contracts/order_forms.csv ctr_170_01 raw row
        • crm/deal_line_items.csv deal_170_01:1 raw row
        • crm/deal_line_items.csv deal_170_01:2 raw row
        • +7 more
      • Wellbrook Facilities – Renewal entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • contracts/order_form_lines.csv ctr_170_02:1 raw row
        • contracts/order_forms.csv ctr_170_02 raw row
        • crm/deal_line_items.csv deal_170_02:1 raw row
        • crm/deal_stage_history.csv deal_170_02:1 raw row
        • crm/deal_stage_history.csv deal_170_02:2 raw row
        • +3 more
      • Wellbrook Facilities – Renewal entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • contracts/order_form_lines.csv ctr_170_03:1 raw row
        • contracts/order_forms.csv ctr_170_03 raw row
        • crm/deal_line_items.csv deal_170_03:1 raw row
        • crm/deal_stage_history.csv deal_170_03:1 raw row
        • crm/deal_stage_history.csv deal_170_03:2 raw row
        • +3 more
      • Wellbrook Facilities: Starter contract set AI record
      • INV-170-0001 entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • accounting/invoice_lines.csv inv_170_001:1 raw row
        • accounting/invoices.csv inv_170_001 raw row
        • accounting/payments.csv pay_170_001 raw row
      • INV-170-0002 entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • accounting/invoice_lines.csv inv_170_002:1 raw row
        • accounting/invoices.csv inv_170_002 raw row
        • accounting/payments.csv pay_170_002 raw row
      • +72 more
  • ARR journey page block
    • facts.arr_monthly:org_170 facts table
      • Wellbrook Facilities – New entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • contracts/order_form_lines.csv ctr_170_01:1 raw row
        • contracts/order_form_lines.csv ctr_170_01:2 raw row
        • contracts/order_forms.csv ctr_170_01 raw row
        • crm/deal_line_items.csv deal_170_01:1 raw row
        • crm/deal_line_items.csv deal_170_01:2 raw row
        • +7 more
      • Wellbrook Facilities – Renewal entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • contracts/order_form_lines.csv ctr_170_02:1 raw row
        • contracts/order_forms.csv ctr_170_02 raw row
        • crm/deal_line_items.csv deal_170_02:1 raw row
        • crm/deal_stage_history.csv deal_170_02:1 raw row
        • crm/deal_stage_history.csv deal_170_02:2 raw row
        • +3 more
      • Wellbrook Facilities – Renewal entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • contracts/order_form_lines.csv ctr_170_03:1 raw row
        • contracts/order_forms.csv ctr_170_03 raw row
        • crm/deal_line_items.csv deal_170_03:1 raw row
        • crm/deal_stage_history.csv deal_170_03:1 raw row
        • crm/deal_stage_history.csv deal_170_03:2 raw row
        • +3 more
      • INV-170-0001 entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • accounting/invoice_lines.csv inv_170_001:1 raw row
        • accounting/invoices.csv inv_170_001 raw row
        • accounting/payments.csv pay_170_001 raw row
      • INV-170-0002 entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • accounting/invoice_lines.csv inv_170_002:1 raw row
        • accounting/invoices.csv inv_170_002 raw row
        • accounting/payments.csv pay_170_002 raw row
      • INV-170-0003 entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • accounting/invoice_lines.csv inv_170_003:1 raw row
        • accounting/invoices.csv inv_170_003 raw row
        • accounting/payments.csv pay_170_003 raw row
      • +1 more
  • AI facts page block
    • Wellbrook Facilities healthy AI record
      • Wellbrook Facilities – New entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • contracts/order_form_lines.csv ctr_170_01:1 raw row
        • contracts/order_form_lines.csv ctr_170_01:2 raw row
        • contracts/order_forms.csv ctr_170_01 raw row
        • crm/deal_line_items.csv deal_170_01:1 raw row
        • crm/deal_line_items.csv deal_170_01:2 raw row
        • +7 more
      • Wellbrook Facilities – Renewal entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • contracts/order_form_lines.csv ctr_170_02:1 raw row
        • contracts/order_forms.csv ctr_170_02 raw row
        • crm/deal_line_items.csv deal_170_02:1 raw row
        • crm/deal_stage_history.csv deal_170_02:1 raw row
        • crm/deal_stage_history.csv deal_170_02:2 raw row
        • +3 more
      • Wellbrook Facilities – Renewal entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • contracts/order_form_lines.csv ctr_170_03:1 raw row
        • contracts/order_forms.csv ctr_170_03 raw row
        • crm/deal_line_items.csv deal_170_03:1 raw row
        • crm/deal_stage_history.csv deal_170_03:1 raw row
        • crm/deal_stage_history.csv deal_170_03:2 raw row
        • +3 more
      • Wellbrook Facilities: Starter contract set AI record
      • INV-170-0001 entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • accounting/invoice_lines.csv inv_170_001:1 raw row
        • accounting/invoices.csv inv_170_001 raw row
        • accounting/payments.csv pay_170_001 raw row
      • INV-170-0002 entity
        • Wellbrook Facilities entity
          • accounting/customers.csv org_170 raw row
          • crm/companies.csv org_170 raw row
          • product_analytics/tenants.csv org_170 raw row
        • accounting/invoice_lines.csv inv_170_002:1 raw row
        • accounting/invoices.csv inv_170_002 raw row
        • accounting/payments.csv pay_170_002 raw row
      • +72 more
  • Contacts page block
    • Anita Mistry entity
      • Wellbrook Facilities entity
        • accounting/customers.csv org_170 raw row
        • crm/companies.csv org_170 raw row
        • product_analytics/tenants.csv org_170 raw row
      • crm/contacts.csv per_17001:org_170 raw row
      • product_analytics/users.csv usr_170_002 raw row
    • Clive Wardle entity
      • Wellbrook Facilities entity
        • accounting/customers.csv org_170 raw row
        • crm/companies.csv org_170 raw row
        • product_analytics/tenants.csv org_170 raw row
      • crm/contacts.csv per_17002:org_170 raw row
      • product_analytics/users.csv usr_170_003 raw row
    • Rakesh Solanki entity
      • Wellbrook Facilities entity
        • accounting/customers.csv org_170 raw row
        • crm/companies.csv org_170 raw row
        • product_analytics/tenants.csv org_170 raw row
      • crm/contacts.csv per_17003:org_170 raw row
      • product_analytics/users.csv usr_170_001 raw row
    • Tina Goddard entity
      • Wellbrook Facilities entity
        • accounting/customers.csv org_170 raw row
        • crm/companies.csv org_170 raw row
        • product_analytics/tenants.csv org_170 raw row
      • crm/contacts.csv per_17004:org_170 raw row
  • Open deals (computed from the records; nothing to show yet) page block
    • Wellbrook Facilities entity
      • accounting/customers.csv org_170 raw row
      • crm/companies.csv org_170 raw row
      • product_analytics/tenants.csv org_170 raw row
  • Documents page block
  • hero page block
    • Key facts page block
      • Evidence trail page block
        • The story page block
          • Next step page block
            • Open tickets (computed from the records; nothing to show yet) page block
              • Profile page block
                • Sources page block
                  • Platform usage page block
                    Computedmade from
                    Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Usage
                    made from

                    BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

                    Help & Support

                    Open as a page

                    Help & Support

                    B-Glass 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.

                    How to use the site

                    How to ask

                    Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

                    What the data covers

                    DataRecords
                    Organisations225
                    People at customers862
                    BG-Demo staff records (in post and leavers)58
                    Calls1,995
                    Email threads3,013
                    Support tickets1,159
                    Documents1,218
                    Deals315
                    Invoices285
                    Events49
                    News items119

                    Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

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

                    Who to contact

                    Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.
                    Help

                    Ask B

                    B-Glass · read-only