Ashby Moor Housing

AI facts

As at Fri 9 Oct 2026

Ashby Moor Housing is a prospect with no contract, no invoices and CRM ARR of £0. The open deal is Starter new business at £28k including implementation, with an expected close of 8 Jan 2027. An order form was sent on 29 Sep 2026 and is unsigned. No usage or tickets exist because the organisation is not yet a customer. A proposal call with Michelle Bancroft and Roy Saxton is booked for 21 Oct 2026.

Read from 3 calls · 1 email threads · 1 deals · 3 people, newest 29 Sep 26

AImade from

Profile

Updated 9 Oct 26

IndustryHousing association
Websiteashbymoor.example
CountryUnited Kingdom
HQ cityDerby
Size520 employees
CRM ownerLewis Kerr
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because Ashby Moor Housing has no executed order form yet. Michelle Bancroft says she is ready to move forward, and Roy Saxton, the CRM economic buyer, is booked on the next call. Open items are the signatory, the budget cycle and the housing connector commitment in writing.

Signals Ashby Moor Housing / BG-Demo – Demo Starter proposal: moving forward Ashby Moor Housing / BG-Demo – Discovery Ashby Moor Housing

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

AImade from

Key facts

Updated 9 Oct 26

Open dealDemo · £28,000
Last contact5 Oct 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Lewis Kerr sends Michelle Bancroft the housing connector commitment in writing and confirms the signatory and budget cycle before the 21 Oct 2026 proposal call. proposal
Who: Lewis Kerr
When: This week by 9 Oct 2026
Why: Lewis Kerr should send Michelle Bancroft the housing connector commitment in writing and confirm the signatory and budget cycle before the proposal call with Roy Saxton on 21 Oct 2026, so the unsigned £28k Starter order form can move to signature.

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

AImade from

The story

As at Fri 9 Oct 2026

Prospect

Prospect: Ashby Moor Housing has an unsigned £28k Starter order form including implementation. Michelle Bancroft says she is ready to move forward, and a proposal call with Roy Saxton is booked for 21 Oct 2026.

Prospect: Ashby Moor Housing has an unsigned Starter order form at £28k including implementation, sent on 29 Sep 2026. The CRM shows the deal at demo stage with an expected close of 8 Jan 2027.

Ashby Moor Housing is not yet a customer, so it has no usage, tickets or invoices. Michelle Bancroft, Head of Tenant Insight, is the only customer voice so far. Lewis Kerr leads and Hannah Lowe supports.

The records do not show who signs, and Michelle has not answered the question about her budget cycle. The legacy housing connector commitment is not yet in writing, and the four connectors discussed fill the Starter limit.

Lewis owns the next step, due 9 Oct 2026. He sends Michelle the connector commitment in writing and confirms the signatory and budget cycle before the 21 Oct 2026 proposal call with Roy Saxton, Director of Resources.

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

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

No documents in the document store for this subject.

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Ashby Moor Housing – New	demo	£28,000	8 Jan 2027

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

Upcoming
21 Oct 2026upcoming callAshby Moor Housing / BG-Demo – Proposal Lewis Kerr, Michelle Bancroft, Roy Saxton
Held
29 Sep 2026email threadStarter proposal: moving forward Lewis Kerr, Hannah Lowe, Michelle Bancroft
28 Sep 2026callAshby Moor Housing / BG-Demo – Demo Lewis Kerr, Hannah Lowe, Michelle Bancroft
20 Aug 2026callAshby Moor Housing / BG-Demo – Discovery Lewis Kerr, Michelle Bancroft
16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Imran Qureshi, Siobhán Dunne, Gráinne Lynch, Lucas Goossens, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El Idrissi+38
16 Jul 2026dealAshby Moor Housing – New Lewis Kerr, Michelle Bancroft

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

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

Ashby Moor Housing's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 4 AI summaries of 5 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 4 pages. 2 AI records in this trail are not written yet.

The trail as a list (block, record, entity, raw row)

Activity page block
- Ashby Moor Housing / BG-Demo – Discovery entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - call_recorder/calls.csv call_186_001 raw row
- Ashby Moor Housing / BG-Demo – Demo entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - call_recorder/calls.csv call_186_002 raw row
- Ashby Moor Housing / BG-Demo – Proposal entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - call_recorder/calls.csv call_186_003 raw row
- Ashby Moor Housing – New entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - crm/deal_line_items.csv deal_186_01:1 raw row
  - crm/deal_line_items.csv deal_186_01:2 raw row
  - crm/deal_stage_history.csv deal_186_01:1 raw row
  - crm/deal_stage_history.csv deal_186_01:2 raw row
  - crm/deal_stage_history.csv deal_186_01:3 raw row
  - +1 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_1382_webinar raw row
  - event_platform/registrations.csv evt_1382_webinar:per_0101 raw row
  - event_platform/registrations.csv evt_1382_webinar:per_13601 raw row
  - event_platform/registrations.csv evt_1382_webinar:per_1502 raw row
  - event_platform/registrations.csv evt_1382_webinar:per_15204 raw row
  - event_platform/registrations.csv evt_1382_webinar:per_15506 raw row
  - +35 more
- Starter proposal: moving forward entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - mailbox/messages.csv thr_186_0001:1 raw row
  - mailbox/messages.csv thr_186_0001:2 raw row
  - mailbox/messages.csv thr_186_0001:3 raw row
  - mailbox/threads.csv thr_186_0001 raw row
AI opinion page block
- Ashby Moor Housing: Starter prospect AI record
  - Ashby Moor Housing – New entity
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - crm/deal_line_items.csv deal_186_01:1 raw row
    - crm/deal_line_items.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:1 raw row
    - crm/deal_stage_history.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:3 raw row
    - +1 more
  - Discovery: single view of tenant data AI record
    - Ashby Moor Housing / BG-Demo – Discovery entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - call_recorder/calls.csv call_186_001 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Demo on live data: ready to move forward AI record
    - Ashby Moor Housing / BG-Demo – Demo entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - call_recorder/calls.csv call_186_002 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Ashby Moor: Starter order form sent AI record
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - Starter proposal: moving forward entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - mailbox/messages.csv thr_186_0001:1 raw row
      - mailbox/messages.csv thr_186_0001:2 raw row
      - mailbox/messages.csv thr_186_0001:3 raw row
      - mailbox/threads.csv thr_186_0001 raw row
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - +4 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_186 facts table
  - Ashby Moor Housing – New entity
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - crm/deal_line_items.csv deal_186_01:1 raw row
    - crm/deal_line_items.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:1 raw row
    - crm/deal_stage_history.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:3 raw row
    - +1 more
AI facts page block
- Ashby Moor Housing: Starter prospect AI record
  - Ashby Moor Housing – New entity
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - crm/deal_line_items.csv deal_186_01:1 raw row
    - crm/deal_line_items.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:1 raw row
    - crm/deal_stage_history.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:3 raw row
    - +1 more
  - Discovery: single view of tenant data AI record
    - Ashby Moor Housing / BG-Demo – Discovery entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - call_recorder/calls.csv call_186_001 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Demo on live data: ready to move forward AI record
    - Ashby Moor Housing / BG-Demo – Demo entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - call_recorder/calls.csv call_186_002 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Ashby Moor: Starter order form sent AI record
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - Starter proposal: moving forward entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - mailbox/messages.csv thr_186_0001:1 raw row
      - mailbox/messages.csv thr_186_0001:2 raw row
      - mailbox/messages.csv thr_186_0001:3 raw row
      - mailbox/threads.csv thr_186_0001 raw row
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - +4 more
Contacts page block
- Michelle Bancroft entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - crm/contacts.csv per_18601:org_186 raw row
- Roy Saxton entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - crm/contacts.csv per_18602:org_186 raw row
- Marc Bembridge entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - crm/contacts.csv per_18603:org_186 raw row
Open deals page block
- Ashby Moor Housing – New entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - crm/deal_line_items.csv deal_186_01:1 raw row
  - crm/deal_line_items.csv deal_186_01:2 raw row
  - crm/deal_stage_history.csv deal_186_01:1 raw row
  - crm/deal_stage_history.csv deal_186_01:2 raw row
  - crm/deal_stage_history.csv deal_186_01:3 raw row
  - +1 more
Documents (computed from the records; nothing to show yet) page block
- document_store/files.csv * raw row
hero page block
- Ashby Moor Housing: Starter prospect AI record
  - Ashby Moor Housing – New entity
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - crm/deal_line_items.csv deal_186_01:1 raw row
    - crm/deal_line_items.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:1 raw row
    - crm/deal_stage_history.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:3 raw row
    - +1 more
  - Discovery: single view of tenant data AI record
    - Ashby Moor Housing / BG-Demo – Discovery entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - call_recorder/calls.csv call_186_001 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Demo on live data: ready to move forward AI record
    - Ashby Moor Housing / BG-Demo – Demo entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - call_recorder/calls.csv call_186_002 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
  - Ashby Moor: Starter order form sent AI record
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - Starter proposal: moving forward entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - mailbox/messages.csv thr_186_0001:1 raw row
      - mailbox/messages.csv thr_186_0001:2 raw row
      - mailbox/messages.csv thr_186_0001:3 raw row
      - mailbox/threads.csv thr_186_0001 raw row
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - +4 more
- Ashby Moor Housing – New entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - crm/deal_line_items.csv deal_186_01:1 raw row
  - crm/deal_line_items.csv deal_186_01:2 raw row
  - crm/deal_stage_history.csv deal_186_01:1 raw row
  - crm/deal_stage_history.csv deal_186_01:2 raw row
  - crm/deal_stage_history.csv deal_186_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_186 facts table
  - Ashby Moor Housing – New entity
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - crm/deal_line_items.csv deal_186_01:1 raw row
    - crm/deal_line_items.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:1 raw row
    - crm/deal_stage_history.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:3 raw row
    - +1 more
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
- Ashby Moor Housing entity
  - crm/companies.csv org_186 raw row
- Signals: Ashby Moor Housing signals (no model)
  - Ashby Moor Housing / BG-Demo – Proposal entity
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - call_recorder/calls.csv call_186_003 raw row
  - Ashby Moor Housing – New entity
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - crm/deal_line_items.csv deal_186_01:1 raw row
    - crm/deal_line_items.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:1 raw row
    - crm/deal_stage_history.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:3 raw row
    - +1 more
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
Key facts page block
- Ashby Moor Housing – New entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - crm/deal_line_items.csv deal_186_01:1 raw row
  - crm/deal_line_items.csv deal_186_01:2 raw row
  - crm/deal_stage_history.csv deal_186_01:1 raw row
  - crm/deal_stage_history.csv deal_186_01:2 raw row
  - crm/deal_stage_history.csv deal_186_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_186 facts table
  - Ashby Moor Housing – New entity
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - crm/deal_line_items.csv deal_186_01:1 raw row
    - crm/deal_line_items.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:1 raw row
    - crm/deal_stage_history.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:3 raw row
    - +1 more
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
- Ashby Moor Housing entity
  - crm/companies.csv org_186 raw row
- Signals: Ashby Moor Housing signals (no model)
  - Ashby Moor Housing / BG-Demo – Proposal entity
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - call_recorder/calls.csv call_186_003 raw row
  - Ashby Moor Housing – New entity
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - crm/deal_line_items.csv deal_186_01:1 raw row
    - crm/deal_line_items.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:1 raw row
    - crm/deal_stage_history.csv deal_186_01:2 raw row
    - crm/deal_stage_history.csv deal_186_01:3 raw row
    - +1 more
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
- Starter proposal: moving forward entity
  - Ashby Moor Housing entity
    - crm/companies.csv org_186 raw row
  - mailbox/messages.csv thr_186_0001:1 raw row
  - mailbox/messages.csv thr_186_0001:2 raw row
  - mailbox/messages.csv thr_186_0001:3 raw row
  - mailbox/threads.csv thr_186_0001 raw row
Evidence trail page block
- Ashby Moor Housing entity
  - crm/companies.csv org_186 raw row
The story page block
- Customer: Ashby Moor Housing AI record
  - Ashby Moor Housing: Starter prospect AI record
    - Ashby Moor Housing – New entity
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - crm/deal_line_items.csv deal_186_01:1 raw row
      - crm/deal_line_items.csv deal_186_01:2 raw row
      - crm/deal_stage_history.csv deal_186_01:1 raw row
      - crm/deal_stage_history.csv deal_186_01:2 raw row
      - crm/deal_stage_history.csv deal_186_01:3 raw row
      - +1 more
    - Discovery: single view of tenant data AI record
      - Ashby Moor Housing / BG-Demo – Discovery entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        call_recorder/calls.csv call_186_001 raw row
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
    - Demo on live data: ready to move forward AI record
      - Ashby Moor Housing / BG-Demo – Demo entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        call_recorder/calls.csv call_186_002 raw row
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
    - Ashby Moor: Starter order form sent AI record
      - Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
      - Starter proposal: moving forward entity
        Ashby Moor Housing entity
        crm/companies.csv org_186 raw row
        mailbox/messages.csv thr_186_0001:1 raw row
        mailbox/messages.csv thr_186_0001:2 raw row
        mailbox/messages.csv thr_186_0001:3 raw row
        mailbox/threads.csv thr_186_0001 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - Ashby Moor Housing entity
      - crm/companies.csv org_186 raw row
    - +4 more
  - Connector terms and signatory before proposal AI record
    - Ashby Moor Housing: Starter prospect AI record
      - +4 more
    - +2 more
  - +1 more
Next step page block
Open tickets (computed from the records; nothing to show yet) page block
Profile page block
Sources page block
Platform usage (computed from the records; nothing to show yet) page block

Computedmade from

Sources AI · Calls · CRM · Events · Email

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

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Ashby Moor Housing

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

Help & Support

Help & Support

How to use the site

How to ask

What the data covers

Who to contact

Ask B