Who needs a call
Who needs a call
Ranked by the who-needs-a-call score
Updated 9 Oct 26
Watch · ARR £58,000 · renews 5 Jan 2027 · {'crm_arr': 58000, 'differs': True}
Watch: Harrowden Foods holds Growth at £50,000 plus a signed £8,000 user add-on, renewing on 5 Jan 2027. Usage records rise, but the QBR cited low use and Rajesh Mistry wants usage by team and cost per head first.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
AtRisk · ARR £51,000 · renews 1 Dec 2026 · {'crm_arr': 58000, 'differs': True}
At risk: champion Ruth Ackroyd lost her platform user on 29 Jun 2026, Stuart Kenyon refuses to pay more for falling use, and the £51,000 Growth term ends 30 Nov 2026 with a £58,000 proposal unsigned.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
AtRisk · ARR £46,800 · renews 1 Nov 2026 · {'crm_arr': 46800, 'differs': True}
At risk: Clonvara's Growth renewal is due 1 Nov 2026 with no order form. The COO questions 40 licences and the £55,000 deal against £46,800, the champion's account is deactivated and one admin remains. Invoices are paid within terms, so this is value risk.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
AtRisk · ARR £45,000 · renews 5 Jan 2027 · {'crm_arr': 50000, 'differs': False}
At risk: Veldmaat Payments renews in 88 days, with the CRM renewal deal at £50,000 against £45,000 contracted. An over-billed invoice is disputed and 65 days overdue, and Joost Verbeek will not discuss renewal until it and the service credit answer are closed.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
AtRisk · ARR £44,000 · renews 1 Dec 2026 · {'crm_arr': 88000, 'differs': True}
At risk: Brackwell Freight Ltd renews on 1 Dec 2026 at a proposed £50,000 against £44,000 today. Questions asked fell from 520 to 190 (-63%), the champion has left, and the Finance Director wants usage in writing before any renewal talk.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
AtRisk · ARR £19,500 · renews 4 Jan 2027 · {'crm_arr': 19500, 'differs': False}
At risk: 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: Quaystead Marine Services' Starter renewal on 1 Jan 2027 moves from £19,500 to £22,000 (12.8%). Usage is steady and invoices are paid within terms, but Luke Oakes expects same terms and Asif Nuttall has not replied to the renewal email.
['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 rises 12.8% to £22,000 after a draft showed £19,500. Usage is flat, invoices are paid and the main hands-on user left. Lewis Kerr takes price and value to the 19 Oct 2026 call.
['activity', 'arr', 'open deal', 'renewal within 120d', 'type']
Healthy · ARR £50,000 · renews 2 Feb 2027 · {'crm_arr': 50000, 'differs': False}
Healthy: Growth at £50,000 a year to 1 Feb 2027, with questions and active users rising and late invoices now paid. The 2 Feb 2027 renewal needs a value case, as finance questions forty seats and repeat tickets have shaken Dana Whitaker's team.
['activity', 'arr', 'renewal within 120d', 'type']
AtRisk · ARR £22,000 · renews 1 Feb 2027 · {'crm_arr': 22000, 'differs': False}
At risk: 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 to 30 Jun 2027, with active users up from 45 to 64 and questions from 1268 to 2180 since May 2026. No active owner since Priya Raman left. Tom Ashdown owes a priced expansion offer 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: Enterprise at £120,500 a year to 31 Mar 2027, with active users up from 72 to 148 and questions from 942 to 3957. A written freshness credit check and a sponsor introduction are owed before the 1 Apr 2027 renewal at £125,000.
['activity', 'arr', 'type']
Watch · ARR £113,500 · renews 1 Jun 2027 · {'crm_arr': 113500, 'differs': False}
Watch: Lindqvarn Retail pays on time and usage held at 133 active users. But champion Karin Sjöberg's account was deactivated on 4 Sep 2026, and the CFO contests a renewal priced at £125,000 against £113,500 today.
['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, invoices paid within terms and questions asked up 14% since May 2026. The CRM owner has left and the finance director is challenging seat use ahead of the 1 May 2027 renewal at £50,000.
['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 and questions up 12% over four months. An 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 a year to 31 Mar 2027, with recorded users steady at 38 and questions up 12%. The champion and CFO question the value of 40 seats before a £50,000 renewal on 1 Apr 2027.
['activity', 'arr', 'type']
Growing · ARR £22,000 · renews 1 Jul 2027 · {'crm_arr': 22000, 'differs': False}
Growing: Tallowfield Health Partners, on Starter at £22,000 a year to 30 Jun 2027, saw questions asked rise 253% and active users 50% since July 2026. Nicole Hayes asked on 21 Sep 2026 for three more users, and Jordan Pike owes her a costed proposal by 15 Oct 2026.
['activity', 'arr', 'type']
Healthy · ARR £22,000 · renews 1 Apr 2027 · {'crm_arr': 22000, 'differs': False}
Healthy: Wattlebrook's £22,000 Starter subscription is paid within terms, questions recovered to 432 in 2026-09 after an August 2026 dip, and renewal falls on 1 Apr 2027. One unnamed user asks 51% of questions, and Marcus Bell books the agreed training refresher.
['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: Auerhain Industrietechnik's usage is climbing fast on an executed Growth order form at £47,500 a year. The £50,000 renewal on 1 May 2027 sits against an unexecuted £47,500 + VAT proposal, and no QBR is recorded.
['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 under the executed order form, paid within terms, with questions up from 182 to 250 and users from 8 to 9. Renewal falls on 1 Mar 2027. Amara Obi should book the first QBR and team demo.
['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 ended on 2 Apr 2026 after notice on a group move to Signalvane. The CRM still shows £44,000. A win-back lead is open, and Nell Ashcombe owes Fiona Mackie paperwork before the 13 Oct 2026 discovery call.
['activity', 'open deal', 'type']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Ravensholt Capital has an open £62,000 Growth deal at the CRM's demo stage, with Neil Barlow as a positive champion. Nothing is signed, the quoted prices differ, the economic buyer has no recorded calls, and a proposal call is booked for 13 Oct 2026.
['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 and nothing is signed. Security 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. No price has been quoted and the 9 Oct 2026 follow-up has no reply, so Sophie Ling must send the priced proposal before the 26 Oct 2026 demo.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: 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. Lewis Kerr should send a corrected order form before the 20 Oct 2026 negotiation call.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Marrowby Foods has no contract or invoices but 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. Budget, decision process and the SSO answer are not yet settled.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Ledgerwood Freight has an unsigned Growth proposal at £50,000 a year plus £12,000 implementation. Maria Hughes, President, aims to sign by mid-November; Jordan Pike must issue one clean order form before the 26 Oct 2026 negotiation call.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: an open new Growth deal at CRM stage demo for £62,000 follows the 1 Oct 2026 demo, with nothing executed. Lewis Kerr must replace the £44,000 discovery quote with the v2 £50,000 list before the 27 Oct 2026 proposal call.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Kilcarra Medical has an unsigned Starter proposal at £22,000 a year plus £6,000 implementation. The CFO will take a three-month discount to his board, and the order form holds for ten days.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Scheldevaart Logistics has a £62,000 new Growth deal at discovery after a positive 7 Oct 2026 call. A demo is booked for 21 Oct 2026 without the economic buyer, and the verbal £44,000 price needs resetting to the v2 list.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Tanjong Arc Logistics holds a Growth proposal of 5 Oct 2026 at £50,000 a year plus £12,000 implementation, with nothing executed. Tom Ashdown must send a corrected order form before the negotiation call booked for 29 Oct 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. Tom Ashdown should send the written proposal and invite Steve Greenhalgh to the 16 Oct 2026 demo.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Strathcorran Renewables is weighing an unsigned £62,000 Growth proposal of 1 Oct 2026. A security review with its Head of IT, plus open SSO and access-control scope, must be cleared before the negotiation call booked for 23 Oct 2026.
['activity', 'open deal']
Prospect · {'crm_arr': None, 'differs': False}
Prospect: Halberd Point Insurance has an open £155,000 Enterprise deal and no executed paper. The champion liked the 7 Sep 2026 demo, but the CFO 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: Quintrell Lending has no contract, invoices or usage. One new Growth deal sits at CRM stage lead for £62,000, expected to close on 18 Dec 2026, and Harvey Doyle has discovery booked with Donna Ibbotson for 13 Oct 2026.
['activity', 'open deal']
Who needs a call
Current to 11 Oct 26Forty calls ranked by score. The top five are renewal or save calls on accounts BB-Demo judges at risk: Veldmaat Payments, Brackwell Freight Ltd, Hollins Tarrant, Clonvara Insurance Services and Maelbeek Assurances. Marcus Bell carries eight calls.
Forty calls are ranked by score. The top five sit on accounts BB-Demo judges at risk.
- Elena Novak calls Joost Verbeek at Veldmaat Payments: credit note and service credit answer before 23 Oct 2026.
- Marcus Bell calls Gareth Whitlam at Brackwell Freight Ltd: usage and value pack before 12 Oct 2026.
- Marcus Bell calls Jenna Price at Hollins Tarrant: fix the CRM connector before 19 Oct 2026.
- Lewis Kerr calls Brendan Moran at Clonvara Insurance Services: right-sized Growth options by 23 Oct 2026.
- Marcus Bell calls Elise Claes at Maelbeek Assurances: a new champion and a second admin.
Marcus Bell carries eight calls. Prospect calls follow, led by Nell Ashcombe's win-back paperwork for Lornefield.