Who needs a call
Who needs a call
Ranked by the who-needs-a-call score
Updated 9 Oct 26Watch · ARR £58,000 · renews 5 Jan 2027 · {'crm_arr': 58000, 'differs': True}
Watch: the Growth renewal on 5 Jan 2027 is 88 days away and Rajesh Mistry will not discuss it without usage by team and cost per head, though usage counts are rising and every invoice was paid within terms.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
AtRisk · ARR £51,000 · renews 1 Dec 2026 · {'crm_arr': 58000, 'differs': True}
AtRisk: the Growth term at £51,000 ends 30 Nov 2026, 53 days away. The champion's platform account was deactivated, one admin remains, and the managing director refuses to pay more while the open proposal asks £58,000.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
AtRisk · ARR £46,800 · renews 1 Nov 2026 · {'crm_arr': 46800, 'differs': True}
AtRisk: the Growth renewal is due 1 Nov 2026 with no order form. The COO is challenging 40 licences and the £55,000 deal against £46,800, the champion's platform account is deactivated and one admin is left. Invoices are paid within terms, so this is value risk, not money risk.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
AtRisk · ARR £45,000 · renews 5 Jan 2027 · {'crm_arr': 50000, 'differs': False}
AtRisk: the Growth renewal is 88 days away. B-Brain over-billed against the £45,000 order form, one invoice is disputed and 65 days overdue, and Joost Verbeek has challenged the renewal figure. Usage is rising strongly.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
AtRisk · ARR £44,000 · renews 1 Dec 2026 · {'crm_arr': 88000, 'differs': True}
AtRisk: Brackwell Freight's Growth renewal on 1 Dec 2026 is offered at £50,000 against £44,000 today. Active users and questions have fallen since champion Liam Doherty left, and Finance Director Gareth Whitlam resists any rise.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
AtRisk · ARR £19,500 · renews 4 Jan 2027 · {'crm_arr': 19500, 'differs': False}
AtRisk: Hollins Tarrant's £19,500 Starter subscription renews on 4 Jan 2027 at £22,000 while active users fell from 7 to 3. Rob Ellery says the team stopped using the brain after the Salesforce move, so Marcus Bell must restore the connectors before the 19 Oct 2026 call.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
Watch · ARR £19,500 · renews 1 Jan 2027 · {'crm_arr': 19500, 'differs': False}
Watch: the Starter renewal on 1 Jan 2027 moves from £19,500 to £22,000 (12.8%). Luke Oakes expects same terms, and the Managing Director has not answered the 2 Oct 2026 renewal email. Usage is steady and invoices are paid within terms.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
Watch · ARR £19,500 · renews 1 Dec 2026 · {'crm_arr': 19500, 'differs': False}
Watch: the Starter renewal on 1 Dec 2026 carries a 12.8% rise to £22,000 and the notice window appears to have passed. Usage is flat, invoices are paid, and the main hands-on user left over summer.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
Healthy · ARR £50,000 · renews 2 Feb 2027 · {'crm_arr': 50000, 'differs': False}
Healthy: questions and active users rose over the last four months and the late invoices were a billing paperwork issue, now paid. The renewal on 2 Feb 2027 depends on a value case, with finance questioning forty seats and repeat tickets.
['activity', 'arr', 'renewal within 120d', 'type']
AtRisk · ARR £22,000 · renews 1 Feb 2027 · {'crm_arr': 22000, 'differs': False}
AtRisk: champion Arnaud Janssens lost platform access on 4 Sep 2026, 115 days before the £22,000 Starter renewal, and the Salesforce connector has stopped loading. Payment is sound and questions asked are up 26% since May 2026.
['activity', 'arr', 'renewal within 120d', 'type']
Growing · ARR £125,000 · renews 1 Jul 2027 · {'crm_arr': 118750, 'differs': True}
Growing: Enterprise at £125,000 a year, paid on time, with active users up 42% and questions up 72% since May 2026. An expansion for two new lines is open, and Tom Ashdown must take the deal from the departed Priya Raman before the 14 Oct 2026 call.
['activity', 'arr', 'open deal', 'type']
Healthy · ARR £125,000 · renews 1 Oct 2027 · {'crm_arr': 125000, 'differs': False}
Healthy: Ardcarne Life Assurance is in the first month of an executed Enterprise order form at £125,000 a year. Declan Furlong's open security conditions and a duplicate broker records ticket need closing.
['activity', 'arr', 'type']
Healthy · ARR £120,500 · renews 1 Apr 2027 · {'crm_arr': 120500, 'differs': False}
Healthy: active users rose from 72 to 148 and questions from 942 to 3957 since May 2026, and paid invoices were settled early. Natasha Pryor wants a value case, a freshness credit check and the executive sponsor introduced before the 1 Apr 2027 renewal.
['activity', 'arr', 'type']
Watch · ARR £113,500 · renews 1 Jun 2027 · {'crm_arr': 113500, 'differs': False}
Watch: champion Karin Sjöberg's platform account was deactivated on 4 Sep 2026, after stale-data tickets and a missed P1 response hurt trust. Questions have recovered, invoices are paid within terms and the renewal is 235 days away.
['activity', 'arr', 'type']
Healthy · ARR £50,000 · renews 1 Jun 2027 · {'crm_arr': 50000, 'differs': False}
Healthy: usage is climbing fast on a £50,000 Growth contract that runs to 31 May 2027 and is paid within terms, but CFO Mike Delaney wants a one-page ROI before any renewal talk.
['activity', 'arr', 'type']
Healthy · ARR £48,500 · renews 1 May 2027 · {'crm_arr': 48500, 'differs': False}
Healthy: Growth at £48,500 a year to 30 Apr 2027, paper, CRM and invoices agree and every invoice was paid within terms. The finance director has challenged seat use, and the account has had no active owner since Priya Raman left.
['activity', 'arr', 'type']
Healthy · ARR £44,000 · renews 1 Apr 2027 · {'crm_arr': 44000, 'differs': False}
Healthy: Growth at £44,000 under the executed order form, all invoices paid within terms, active users steady at 35 and questions up 12% since May 2026. The accounting connector mismatch and the £50,000 renewal price need a value case before 1 Apr 2027.
['activity', 'arr', 'type']
Healthy · ARR £44,000 · renews 1 Apr 2027 · {'crm_arr': 50000, 'differs': True}
Healthy: Growth at £44,000 is contracted to 31 Mar 2027, invoices are paid on time and questions rose 12% since May 2026, but calls report about ten weekly users and the CFO wants terms in writing before the £50,000 renewal.
['activity', 'arr', 'type']
Growing · ARR £22,000 · renews 1 Jul 2027 · {'crm_arr': 22000, 'differs': False}
Growing: questions asked rose 253% and active users 50% since July 2026, both invoices were paid within terms, and Nicole Hayes asked on 21 Sep 2026 for three more users beyond the Starter limit. Renewal is 265 days away.
['activity', 'arr', 'type']
Healthy · ARR £22,000 · renews 1 Apr 2027 · {'crm_arr': 22000, 'differs': False}
Healthy: Wattlebrook's Starter subscription is paid within terms and usage has grown since go-live, with questions recovering to 432 in 2026-09 after a dip in August 2026. Renewal falls on 2027-04-01 at £22,000.
['activity', 'arr', 'type']
Healthy · ARR £19,500 · renews 1 Jun 2027 · {'crm_arr': 19500, 'differs': False}
Healthy: Brindlecote Insurance Brokers is on Starter at £19,500, signed to 31 May 2027, with every invoice paid within terms. Questions rose 18% on steady users, but Toby Underwood asks 51% of them. A Growth lead for operations needs taking to Ravi Atherton.
['activity', 'arr', 'type']
Healthy · ARR £47,500 · renews 1 May 2027 · {'crm_arr': 47500, 'differs': False}
Healthy: active users rose from 14 to 37 and questions asked by 567% since go-live, on an executed Growth order form at £47,500 a year. No hard signal has fired. The renewal on 1 May 2027 at £50,000 conflicts with a proposal that quotes £47,500 + VAT.
['arr', 'type']
Healthy · ARR £22,000 · renews 1 Jul 2027 · {'crm_arr': 22000, 'differs': False}
Healthy: Vantrell Software renewed Starter at £22,000 on the v2 price to 30 Jun 2027, with questions up from 524 to 602 and users steady at 10. The risks are Hugh Firth's 29% share and the Zendesk sync root cause still owed, which Daniel Okafor should close with Hugh.
['arr', 'type']
Healthy · ARR £22,000 · renews 1 Mar 2027 · {'crm_arr': 22000, 'differs': False}
Healthy: Starter at £22,000 a year, paid within terms, with questions up from 182 to 250 and active users from 8 to 9 since May. Renewal is on 1 Mar 2027, 143 days away, with no dispute or open deal.
['arr', 'type']
Healthy · ARR £19,500 · renews 1 Jun 2027 · {'crm_arr': 19500, 'differs': False}
Healthy: Copperlane Payroll holds Starter at £19,500 to 31 May 2027 under an executed order form, with use steady at 13 users. The CRM owner has left and an invoice was paid late, so Marcus Bell takes the account and confirms the renewal price.
['arr', 'type']
Lost · ARR £0 · {'crm_arr': 44000, 'differs': True}
Lost: Lornefield's Growth term at £44,000 ended 2 Apr 2026 after the group moved to Signalvane. The CRM still shows a customer. A £50,000 win-back lead is open, and a discovery call is booked for 13 Oct 2026.
['activity', 'open deal', 'type']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Ravensholt Capital has an open £62,000 Growth deal at demo stage and a positive champion in Neil Barlow, with a proposal call booked for 13 Oct 2026. Nothing is signed, the quoted prices differ and the economic buyer has no recorded calls.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: an Enterprise proposal at £125,000 a year, £155,000 total with implementation, is open but nothing is signed. The security review and the COO's approval gate commitment, and a negotiation call is booked for 21 Oct 2026.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Harbrook has no contract or invoices. An Enterprise deal of £155,000 is at discovery after a positive 7 Oct 2026 call, but the priced proposal is not yet shown as sent and the 9 Oct 2026 follow-up has no reply.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect close to signing: 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 yet, and the first-year price concession has no agreed figure.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Marrowby Foods has no contract or invoices. It has an open £62,000 Growth deal at the demo stage after a positive demo on its own data. A proposal call is booked for 12 Oct 2026.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Ledgerwood Freight has an open Growth proposal at £62,000 for the first year. The President, Maria Hughes, aims to sign by mid-November, but nothing is executed and no invoice exists.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: an open new Growth deal follows a well-received demo on 1 Oct 2026, with a proposal call booked for 27 Oct 2026. Nothing is executed or invoiced, and budget and signer are not shown.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Kilcarra Medical is a late-stage Starter prospect. No order form is signed, the CFO will take a fifty percent three-month discount to the board, and the order form holds for ten days.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: an Antwerp logistics firm with a £62,000 new Growth deal at discovery. A positive 7 Oct 2026 call is behind it, and a demo is booked for 21 Oct 2026. The verbal £44,000 price needs checking against the v2 list.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Tanjong Arc Logistics has a Growth proposal of 5 Oct 2026 at £50,000 a year plus £12,000 implementation. No order form is executed. A negotiation call is booked for 29 Oct 2026, and the deal is expected to close 4 Dec 2026.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Ashtonbury Housing has no contract and an open new Starter deal at discovery for £28,000. The COO and Operations Director engaged positively on 29 Sep 2026, but no written proposal is on record.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Strathcorran Renewables is reviewing an unsigned £62,000 Growth proposal of 1 Oct 2026. A security review with its Head of IT and an open SSO and access-control scope question stand between the proposal and an order form.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: an open £155,000 Enterprise deal with no executed paper. Andre Holloway liked the 7 Sep 2026 demo, but CFO Maria Coleman has not replied to the 15 Jul 2026 proposal and a security review gates any commitment.
['open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: one new Growth deal at CRM stage lead for £62,000, expected to close on 18 Dec 2026, with a discovery call booked for 13 Oct 2026. There is no contract, usage or recorded conversation yet.
['activity', 'open deal']
Who needs a call
Current to 11 Oct 26Five calls this week, all due by 9 Oct 2026: three AtRisk renewal saves led by Marcus Bell and Elena Novak, a Fenmoor expansion for Tom Ashdown and a Lornefield win-back for Nell Ashcombe.
In score order; statuses are B-Brain's judgement.
- Brackwell Freight Ltd (AtRisk): Marcus Bell sends Gareth Whitlam a usage report and price build before 12 Oct 2026 renewal call.
- Hollins Tarrant (AtRisk): Marcus Bell fixes the pending CRM connector and shows Rob Ellery refreshed data before 19 Oct 2026 renewal call.
- Veldmaat Payments (AtRisk): Elena Novak sends Joost Verbeek the £5,000 credit note and corrected invoice before 23 Oct 2026 call.
- Fenmoor Specialty Underwriting (Growing): Tom Ashdown takes the expansion deal and sends Richard Thorne a priced addition before 14 Oct 2026 call.
- Lornefield Pensions Administration (Lost): Nell Ashcombe sends Fiona Mackie the Growth win-back proposal before 13 Oct 2026 discovery call.