Toby Carswell
Person
Ivelbridge Software: documents · champion
Toby Carswell is Ivelbridge Software's Head of Operations and the CRM champion on the open Growth deal. He joined every call, brought in the CFO, and the CFO has asked for the order form. No order form is shown as sent or executed.
Who they are
Insight
Current to 11 Oct 26Toby Carswell is Ivelbridge Software's Head of Operations and the CRM champion on the open Growth deal. He joined every call, brought in the CFO, and the CFO has asked for the order form. No order form is shown as sent or executed.
Role: Head of Operations at Ivelbridge Software, Cambridge, recorded in the CRM as champion. He attended the discovery, demo, technical and proposal calls, and has no tickets or platform record yet.
Influence: He drives the evaluation and widened it by bringing in Toby Eccles, the CFO, who handles price and board and CEO sign-off. On the 28 Sep 2026 call he asked for email and calls connectors and said they would start the following week if the economics worked.
Watch: The proposal stays open until an order form is executed. His main worry was helpdesk ticket volume, and Lewis Kerr described dashboards as always fresh while the refresh is nightly.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Ivelbridge Software | Head of Operations | champion | toby.carswell@ivelbridge.example |
Activity
- 20 Oct 2026callIvelbridge Software / BB-Demo – Negotiation
+1 - 30 Sep 2026email_threadProposal follow-up: next steps
- 28 Sep 2026callIvelbridge Software / BB-Demo – Proposal
- 23 Sep 2026email_threadProposal call scheduling
- 22 Sep 2026eventRevenue leaders roundtable
+29 - 21 Sep 2026callIvelbridge Software / BB-Demo – Demo
- 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
- 19 Sep 2024eventBB-Demo webinar
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