Vantrell Software logo

Vantrell Software

Healthy£22,000Renews 1 Jul 27

AI facts

Current to 11 Oct 26

Vantrell Software holds a Starter order form signed 8 Jun 2026 at £22,000 a year, running 1 Jul 2026 to 30 Jun 2027 with no discount. Active users held at 10 against 15 licensed, while questions asked rose from 524 to 602 over the last four months. Renewal falls on 1 Jul 2027, 265 days away, and no deal is open. Invoice INV-015-0004 was paid on 30 Jul 2026, after its 17 Jul 2026 due date.

Read from 13 calls · 22 email threads · 13 tickets · 3 deals · 5 people · 9 documents, newest 28 Jul 26

AI opinion

Current to 11 Oct 26

Healthy, because questions asked rose 15% over the last four months with steady users, and the v2 renewal was signed at £22,000 without objection. The main risk is Hugh Firth asking 29% of questions after the 27 Jul 2026 freshness incident. Opportunity: wider use by the sales team.

AI · claude-opus-5-5 · 11 Oct 2026

Next step

Current to 11 Oct 26
What
Daniel Okafor books a call with Hugh Firth to deliver the Zendesk sync root-cause answer and prevention step, and to reopen the conversation about wider sales-team use. re_engage
Who
Daniel Okafor Daniel Okafor
When
this_week by 9 Oct 2026
Why
Daniel Okafor should give Hugh Firth the overdue Zendesk sync root-cause answer and prevention step, then use the same conversation to reopen wider sales-team use, as the account has been silent since 28 Jul 2026.

AI · claude-opus-5-5 · 11 Oct 2026

Profile

Updated 9 Oct 26
  • IndustryB2B softwareSource: CRM company record
  • Websitevantrell.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLondonSource: CRM company record
  • Size180 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Daniel Okafor
  • Customer since1 Jul 2024Source: first executed order form ctr_015_01, signed 21 Jun 2024 · Starter tier · In the CRM since 2 Apr 2024
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · Written 11 Oct 2026

Key facts

Updated 9 Oct 26
  • Contracted ARR£22,000Source: executed order form ctr_015_03, 1 Jul 2026 to 30 Jun 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
  • Next renewal1 Jul 2027Basis: order form ctr_015_03 ends 30 Jun 2027 · In 265 days · Renewal price £22,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Jul 2026 to 30 Jun 2027Source: order form ctr_015_03 (renewal), signed 8 Jun 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact28 Jul 2026Email: Cs thread, 1 messages · 73 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Jul 2024 · 3 connectors configured
  • Licensed seats1510 active users in Sep 2026 · Order form ctr_015_03: 15 seats
Computedmade from

The story

Current to 11 Oct 26
Healthy

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.

Healthy, Vantrell Software renewed Starter at £22,000 a year on the v2 price under the order form signed 8 Jun 2026, running 1 Jul 2026 to 30 Jun 2027. Renewal falls on 1 Jul 2027, 265 days away.

Questions asked rose from 524 to 602 over the last four months, with active users steady at 10 of 15 licensed. Hugh Firth, Head of Data, asks 29% of questions, a key-person risk, and Jess Dobson is the only active admin.

Hugh reported a six-hour Zendesk sync failure on the 27 Jul 2026 call and warned a repeat could erode reliance. Daniel Okafor's 28 Jul 2026 follow-up has no reply, and the latest invoice was paid after its due date.

Daniel owns the next move, due by 9 Oct 2026: a call with Hugh to deliver the Zendesk root cause and prevention step, then reopen wider sales-team use.

AI · claude-opus-5-5 · 11 Oct 2026

ARR journey

Updated 9 Oct 26
Contracted ARR and Invoiced ARR · monthlyUpdated 09 Oct 26
Contracted ARRInvoiced ARR
£0k£12k£25kAug 24Jan 25Jun 25Nov 25Apr 26Sep 26newexpansion£22k£22kJul 24: Contracted ARR £20k; Invoiced ARR £20kAug 24: Contracted ARR £20k; Invoiced ARR £20kSep 24: Contracted ARR £20k; Invoiced ARR £20kOct 24: Contracted ARR £20k; Invoiced ARR £20kNov 24: Contracted ARR £20k; Invoiced ARR £20kDec 24: Contracted ARR £20k; Invoiced ARR £20kJan 25: Contracted ARR £20k; Invoiced ARR £20kFeb 25: Contracted ARR £20k; Invoiced ARR £20kMar 25: Contracted ARR £20k; Invoiced ARR £20kApr 25: Contracted ARR £20k; Invoiced ARR £20kMay 25: Contracted ARR £20k; Invoiced ARR £20kJun 25: Contracted ARR £20k; Invoiced ARR £20kJul 25: Contracted ARR £20k; Invoiced ARR £20kAug 25: Contracted ARR £20k; Invoiced ARR £20kSep 25: Contracted ARR £20k; Invoiced ARR £20kOct 25: Contracted ARR £20k; Invoiced ARR £20kNov 25: Contracted ARR £20k; Invoiced ARR £20kDec 25: Contracted ARR £20k; Invoiced ARR £20kJan 26: Contracted ARR £20k; Invoiced ARR £20kFeb 26: Contracted ARR £20k; Invoiced ARR £20kMar 26: Contracted ARR £20k; Invoiced ARR £20kApr 26: Contracted ARR £20k; Invoiced ARR £20kMay 26: Contracted ARR £20k; Invoiced ARR £20kJun 26: Contracted ARR £20k; Invoiced ARR £20kJul 26: Contracted ARR £22k; Invoiced ARR £22kAug 26: Contracted ARR £22k; Invoiced ARR £22kSep 26: Contracted ARR £22k; Invoiced ARR £22k
One point per month; the dot and figure at the right end are the latest value. The line steps because the figure holds until it changes. Latest (Sep 26): Contracted ARR £22k; Invoiced ARR £22k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_015.
Show the figures as a table
Contracted ARRInvoiced ARR
Jul 24£20k£20k
Aug 24£20k£20k
Sep 24£20k£20k
Oct 24£20k£20k
Nov 24£20k£20k
Dec 24£20k£20k
Jan 25£20k£20k
Feb 25£20k£20k
Mar 25£20k£20k
Apr 25£20k£20k
May 25£20k£20k
Jun 25£20k£20k
Jul 25£20k£20k
Aug 25£20k£20k
Sep 25£20k£20k
Oct 25£20k£20k
Nov 25£20k£20k
Dec 25£20k£20k
Jan 26£20k£20k
Feb 26£20k£20k
Mar 26£20k£20k
Apr 26£20k£20k
May 26£20k£20k
Jun 26£20k£20k
Jul 26£22k£22k
Aug 26£22k£22k
Sep 26£22k£22k
Accountingmade from

Platform usage

Updated 9 Oct 26

Headroom on the Starter tier, Sep 2026: 10 of 15 included users; 3 of 4 included connectors.

Active users · Sep 26
10level vs Jun 26of 15 included on the tier
Questions asked · Sep 26
602up 22 vs Jun 26
Connectors configured · Sep 26
3level vs Jun 26of 4 included on the tier
Active admins · Sep 26
1level vs Jun 26
Data volume · Sep 26
2.1 GBup 0.1 GB vs Jun 26
Active users and questions · monthlyUpdated 09 Oct 26
Left axisActive usersIncluded users (15)Right axisQuestions asked
00840015800Sep 24Dec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 2660210Jul 24: Included users (15) 15; Questions asked 121Aug 24: Included users (15) 15; Questions asked 207Sep 24: Included users (15) 15; Questions asked 446Oct 24: Included users (15) 15; Questions asked 612Nov 24: Included users (15) 15; Questions asked 517Dec 24: Included users (15) 15; Questions asked 371Jan 25: Included users (15) 15; Questions asked 539Feb 25: Included users (15) 15; Questions asked 546Mar 25: Included users (15) 15; Questions asked 558Apr 25: Included users (15) 15; Questions asked 507May 25: Included users (15) 15; Questions asked 579Jun 25: Included users (15) 15; Questions asked 554Jul 25: Included users (15) 15; Questions asked 606Aug 25: Included users (15) 15; Questions asked 329Sep 25: Active users 10; Included users (15) 15; Questions asked 566Oct 25: Active users 10; Included users (15) 15; Questions asked 632Nov 25: Active users 10; Included users (15) 15; Questions asked 550Dec 25: Active users 10; Included users (15) 15; Questions asked 416Jan 26: Active users 10; Included users (15) 15; Questions asked 567Feb 26: Active users 10; Included users (15) 15; Questions asked 562Mar 26: Active users 10; Included users (15) 15; Questions asked 555Apr 26: Active users 10; Included users (15) 15; Questions asked 543May 26: Active users 10; Included users (15) 15; Questions asked 524Jun 26: Active users 10; Included users (15) 15; Questions asked 580Jul 26: Active users 10; Included users (15) 15; Questions asked 610Aug 26: Active users 10; Included users (15) 15; Questions asked 338Sep 26: Active users 10; Included users (15) 15; Questions asked 602
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. Latest (Sep 26): Active users 10; Questions asked 602. Oct 26 is month to date, so it is left off the lines and the tiles. Basis: product usage, facts.usage_monthly:org_015, signals:org_015.
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
Left axisConnectors configuredIncluded connectors (4)Active adminsRight axisData volume
00.0 GB21.2 GB42.5 GBSep 24Dec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 262.1 GB31Jul 24: Connectors configured 2; Included connectors (4) 4; Data volume 0.9 GBAug 24: Connectors configured 2; Included connectors (4) 4; Data volume 0.9 GBSep 24: Connectors configured 3; Included connectors (4) 4; Data volume 1.4 GBOct 24: Connectors configured 3; Included connectors (4) 4; Data volume 1.5 GBNov 24: Connectors configured 3; Included connectors (4) 4; Data volume 1.5 GBDec 24: Connectors configured 3; Included connectors (4) 4; Data volume 1.5 GBJan 25: Connectors configured 3; Included connectors (4) 4; Data volume 1.6 GBFeb 25: Connectors configured 3; Included connectors (4) 4; Data volume 1.6 GBMar 25: Connectors configured 3; Included connectors (4) 4; Data volume 1.6 GBApr 25: Connectors configured 3; Included connectors (4) 4; Data volume 1.6 GBMay 25: Connectors configured 3; Included connectors (4) 4; Data volume 1.7 GBJun 25: Connectors configured 3; Included connectors (4) 4; Data volume 1.7 GBJul 25: Connectors configured 3; Included connectors (4) 4; Data volume 1.7 GBAug 25: Connectors configured 3; Included connectors (4) 4; Data volume 1.7 GBSep 25: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 1.8 GBOct 25: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 1.8 GBNov 25: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 1.8 GBDec 25: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 1.9 GBJan 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 1.9 GBFeb 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 1.9 GBMar 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 1.9 GBApr 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 2.0 GBMay 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 2.0 GBJun 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 2.0 GBJul 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 2.0 GBAug 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 2.1 GBSep 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 2.1 GB
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. The line steps because the figure holds until it changes. Latest (Sep 26): Connectors configured 3; Active admins 1; Data volume 2.1 GB. Oct 26 is month to date, so it is left off the lines and the tiles. Basis: product usage, facts.usage_monthly:org_015, signals:org_015.

Documents

Updated 9 Oct 26

9 documents in 3 folders; 2 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

Not yet analysedNo open deals.

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

Contacts

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

Vantrell Software's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 57 AI summaries of 64 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 11 pages.

The trail as a list (block, record, entity, raw row)
  • Activity page block
  • AI opinion page block
    • Vantrell Software healthy AI record
      • Vantrell Software – New entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • contracts/order_form_lines.csv ctr_015_01:1 raw row
        • contracts/order_form_lines.csv ctr_015_01:2 raw row
        • contracts/order_forms.csv ctr_015_01 raw row
        • crm/deal_line_items.csv deal_015_01:1 raw row
        • crm/deal_line_items.csv deal_015_01:2 raw row
        • +7 more
      • Vantrell Software – Renewal entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • contracts/order_form_lines.csv ctr_015_02:1 raw row
        • contracts/order_forms.csv ctr_015_02 raw row
        • crm/deal_line_items.csv deal_015_02:1 raw row
        • crm/deal_stage_history.csv deal_015_02:1 raw row
        • crm/deal_stage_history.csv deal_015_02:2 raw row
        • +3 more
      • Vantrell Software – Renewal entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • contracts/order_form_lines.csv ctr_015_03:1 raw row
        • contracts/order_forms.csv ctr_015_03 raw row
        • crm/deal_line_items.csv deal_015_03:1 raw row
        • crm/deal_stage_history.csv deal_015_03:1 raw row
        • crm/deal_stage_history.csv deal_015_03:2 raw row
        • +3 more
      • Vantrell Software: Starter, v2 renewal signed AI record
      • INV-015-0001 entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • accounting/invoice_lines.csv inv_015_001:1 raw row
        • accounting/invoices.csv inv_015_001 raw row
        • accounting/payments.csv pay_015_001 raw row
      • INV-015-0002 entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • accounting/invoice_lines.csv inv_015_002:1 raw row
        • accounting/invoices.csv inv_015_002 raw row
        • accounting/payments.csv pay_015_002 raw row
      • +67 more
  • ARR journey page block
    • facts.arr_monthly:org_015 facts table
      • Vantrell Software – New entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • contracts/order_form_lines.csv ctr_015_01:1 raw row
        • contracts/order_form_lines.csv ctr_015_01:2 raw row
        • contracts/order_forms.csv ctr_015_01 raw row
        • crm/deal_line_items.csv deal_015_01:1 raw row
        • crm/deal_line_items.csv deal_015_01:2 raw row
        • +7 more
      • Vantrell Software – Renewal entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • contracts/order_form_lines.csv ctr_015_02:1 raw row
        • contracts/order_forms.csv ctr_015_02 raw row
        • crm/deal_line_items.csv deal_015_02:1 raw row
        • crm/deal_stage_history.csv deal_015_02:1 raw row
        • crm/deal_stage_history.csv deal_015_02:2 raw row
        • +3 more
      • Vantrell Software – Renewal entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • contracts/order_form_lines.csv ctr_015_03:1 raw row
        • contracts/order_forms.csv ctr_015_03 raw row
        • crm/deal_line_items.csv deal_015_03:1 raw row
        • crm/deal_stage_history.csv deal_015_03:1 raw row
        • crm/deal_stage_history.csv deal_015_03:2 raw row
        • +3 more
      • INV-015-0001 entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • accounting/invoice_lines.csv inv_015_001:1 raw row
        • accounting/invoices.csv inv_015_001 raw row
        • accounting/payments.csv pay_015_001 raw row
      • INV-015-0002 entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • accounting/invoice_lines.csv inv_015_002:1 raw row
        • accounting/invoices.csv inv_015_002 raw row
        • accounting/payments.csv pay_015_002 raw row
      • INV-015-0003 entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • accounting/invoice_lines.csv inv_015_003:1 raw row
        • accounting/invoices.csv inv_015_003 raw row
        • accounting/payments.csv pay_015_003 raw row
      • +1 more
  • AI facts page block
    • Vantrell Software healthy AI record
      • Vantrell Software – New entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • contracts/order_form_lines.csv ctr_015_01:1 raw row
        • contracts/order_form_lines.csv ctr_015_01:2 raw row
        • contracts/order_forms.csv ctr_015_01 raw row
        • crm/deal_line_items.csv deal_015_01:1 raw row
        • crm/deal_line_items.csv deal_015_01:2 raw row
        • +7 more
      • Vantrell Software – Renewal entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • contracts/order_form_lines.csv ctr_015_02:1 raw row
        • contracts/order_forms.csv ctr_015_02 raw row
        • crm/deal_line_items.csv deal_015_02:1 raw row
        • crm/deal_stage_history.csv deal_015_02:1 raw row
        • crm/deal_stage_history.csv deal_015_02:2 raw row
        • +3 more
      • Vantrell Software – Renewal entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • contracts/order_form_lines.csv ctr_015_03:1 raw row
        • contracts/order_forms.csv ctr_015_03 raw row
        • crm/deal_line_items.csv deal_015_03:1 raw row
        • crm/deal_stage_history.csv deal_015_03:1 raw row
        • crm/deal_stage_history.csv deal_015_03:2 raw row
        • +3 more
      • Vantrell Software: Starter, v2 renewal signed AI record
      • INV-015-0001 entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • accounting/invoice_lines.csv inv_015_001:1 raw row
        • accounting/invoices.csv inv_015_001 raw row
        • accounting/payments.csv pay_015_001 raw row
      • INV-015-0002 entity
        • Vantrell Software entity
          • accounting/customers.csv org_015 raw row
          • crm/companies.csv org_015 raw row
          • product_analytics/tenants.csv org_015 raw row
        • accounting/invoice_lines.csv inv_015_002:1 raw row
        • accounting/invoices.csv inv_015_002 raw row
        • accounting/payments.csv pay_015_002 raw row
      • +67 more
  • Contacts page block
    • Hugh Firth entity
      • Vantrell Software entity
        • accounting/customers.csv org_015 raw row
        • crm/companies.csv org_015 raw row
        • product_analytics/tenants.csv org_015 raw row
      • crm/contacts.csv per_1501:org_015 raw row
      • product_analytics/users.csv usr_015_002 raw row
    • Asif Jagger entity
      • Vantrell Software entity
        • accounting/customers.csv org_015 raw row
        • crm/companies.csv org_015 raw row
        • product_analytics/tenants.csv org_015 raw row
      • crm/contacts.csv per_1502:org_015 raw row
      • product_analytics/users.csv usr_015_004 raw row
    • Jess Dobson entity
      • Vantrell Software entity
        • accounting/customers.csv org_015 raw row
        • crm/companies.csv org_015 raw row
        • product_analytics/tenants.csv org_015 raw row
      • crm/contacts.csv per_1503:org_015 raw row
      • product_analytics/users.csv usr_015_001 raw row
    • Dan Dyson entity
      • Vantrell Software entity
        • accounting/customers.csv org_015 raw row
        • crm/companies.csv org_015 raw row
        • product_analytics/tenants.csv org_015 raw row
      • crm/contacts.csv per_1504:org_015 raw row
      • product_analytics/users.csv usr_015_003 raw row
    • Bryony Gilchrist entity
      • Vantrell Software entity
        • accounting/customers.csv org_015 raw row
        • crm/companies.csv org_015 raw row
        • product_analytics/tenants.csv org_015 raw row
      • crm/contacts.csv per_1505:org_015 raw row
  • Open deals (not yet analysed) page block
    • Vantrell Software entity
      • accounting/customers.csv org_015 raw row
      • crm/companies.csv org_015 raw row
      • product_analytics/tenants.csv org_015 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 (not yet analysed) 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

                    B-Brain is a fictional company; every organisation and person here is invented. 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.

                    How to use the site

                    How to ask

                    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
                    Organisations75
                    People at customers290
                    B-Brain staff40
                    Calls784
                    Email threads1,169
                    Support tickets449
                    Documents477
                    Deals117
                    Invoices101
                    Events49
                    News items56

                    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.

                    B-Brain is a fictional company: every organisation, person and figure here is invented for this demonstration.

                    Who to contact

                    Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

                    Ask B

                    Ask B

                    B-Brain · read-only