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Vantrell Software logo

Vantrell Software

Healthy£22kRenews 1 Jul 27
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AI facts

As at Fri 9 Oct 2026

Vantrell Software holds Starter under the order form signed 8 Jun 2026: £22k a year from 1 Jul 2026 to 30 Jun 2027, with no discount. In the last complete month 10 users were active against 15 licensed, and questions asked rose from 524 in 2026-05 to 602 in 2026-09 (15%). The next renewal is 1 Jul 2027, 265 days away, and no deal is open. Invoice INV-015-0004 for £22k 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

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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 · As at Fri 9 Oct 2026 · written 13 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Healthy, because usage holds steady with 10 active users and questions up 15% over four months, and the renewal was signed at the v2 price without objection. The freshness incident reported on 27 Jul 2026 still needs a root-cause answer. Unused licences leave room for the sales team.

SignalsVantrell Software - Order Form (signed)INV-015-0004Vantrell Software / BG-Demo – Check InDashboards not updating since last night

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

AImade from

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: Quick check-in · 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

Next step

As at Fri 9 Oct 2026
What
Daniel Okafor sends Hugh Firth a written root-cause answer and prevention step for the July data freshness incident, then books a short follow-up call with him. delivery
Who
Daniel Okafor Daniel Okafor
When
This week by 9 Oct 2026
Why
Daniel Okafor should send Hugh Firth the written root-cause answer and prevention step for the July freshness incident. It was promised on the 27 Jul 2026 call, and the 28 Jul 2026 email has had no reply.

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

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The story

As at Fri 9 Oct 2026
Healthy

Healthy: Starter renewed at £22k under the order form signed 8 Jun 2026, with questions asked up 15% over four months. Daniel Okafor still owes Hugh Firth a root-cause answer on the July freshness incident.

Healthy. Vantrell Software holds Starter at £22k a year under the order form signed 8 Jun 2026, running to 30 Jun 2027, with renewal on 1 Jul 2027, 265 days away.

Active users held at 10 against 15 licensed, while questions asked rose from 524 to 602 (15%) over four months. Hugh Firth asks 29% of questions and Jess Dobson is the only active admin, which is a key-person risk.

On the 27 Jul 2026 call, Hugh warned that a repeat Zendesk sync failure could reduce reliance on the brain, and his root-cause answer is still owed. The INV-015-0004 reminder quoted £26k against the £22k order form.

Daniel Okafor sends Hugh the written root-cause answer and books a follow-up call, due by 9 Oct 2026. Tom Ashdown joins to test whether Dan Dyson's sales team will take up unused seats, and Rachel Dunmore confirms the invoice.

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

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ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£12k£25kAug 24Jan 25Jun 25Nov 25Apr 26Sep 26newexpansion£22k£22kJul 24: Contracted ARR £19,500; Invoiced ARR £19,500Aug 24: Contracted ARR £19,500; Invoiced ARR £19,500Sep 24: Contracted ARR £19,500; Invoiced ARR £19,500Oct 24: Contracted ARR £19,500; Invoiced ARR £19,500Nov 24: Contracted ARR £19,500; Invoiced ARR £19,500Dec 24: Contracted ARR £19,500; Invoiced ARR £19,500Jan 25: Contracted ARR £19,500; Invoiced ARR £19,500Feb 25: Contracted ARR £19,500; Invoiced ARR £19,500Mar 25: Contracted ARR £19,500; Invoiced ARR £19,500Apr 25: Contracted ARR £19,500; Invoiced ARR £19,500May 25: Contracted ARR £19,500; Invoiced ARR £19,500Jun 25: Contracted ARR £19,500; Invoiced ARR £19,500Jul 25: Contracted ARR £19,500; Invoiced ARR £19,500Aug 25: Contracted ARR £19,500; Invoiced ARR £19,500Sep 25: Contracted ARR £19,500; Invoiced ARR £19,500Oct 25: Contracted ARR £19,500; Invoiced ARR £19,500Nov 25: Contracted ARR £19,500; Invoiced ARR £19,500Dec 25: Contracted ARR £19,500; Invoiced ARR £19,500Jan 26: Contracted ARR £19,500; Invoiced ARR £19,500Feb 26: Contracted ARR £19,500; Invoiced ARR £19,500Mar 26: Contracted ARR £19,500; Invoiced ARR £19,500Apr 26: Contracted ARR £19,500; Invoiced ARR £19,500May 26: Contracted ARR £19,500; Invoiced ARR £19,500Jun 26: Contracted ARR £19,500; Invoiced ARR £19,500Jul 26: Contracted ARR £22,000; Invoiced ARR £22,000Aug 26: Contracted ARR £22,000; Invoiced ARR £22,000Sep 26: Contracted ARR £22,000; Invoiced ARR £22,000

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. 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
MonthContracted ARRInvoiced ARR
Jul 24£19,500£19,500
Aug 24£19,500£19,500
Sep 24£19,500£19,500
Oct 24£19,500£19,500
Nov 24£19,500£19,500
Dec 24£19,500£19,500
Jan 25£19,500£19,500
Feb 25£19,500£19,500
Mar 25£19,500£19,500
Apr 25£19,500£19,500
May 25£19,500£19,500
Jun 25£19,500£19,500
Jul 25£19,500£19,500
Aug 25£19,500£19,500
Sep 25£19,500£19,500
Oct 25£19,500£19,500
Nov 25£19,500£19,500
Dec 25£19,500£19,500
Jan 26£19,500£19,500
Feb 26£19,500£19,500
Mar 26£19,500£19,500
Apr 26£19,500£19,500
May 26£19,500£19,500
Jun 26£19,500£19,500
Jul 26£22,000£22,000
Aug 26£22,000£22,000
Sep 26£22,000£22,000
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
10level vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
602up 22 vs 3 months earlier
Connectors configured · Sep 26
3level vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
2.1 GBup 0.1 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00840015800Sep 24Dec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included users (15)1560210Jul 24: Active users 5; Licensed seats 15; Questions asked 121Aug 24: Active users 8; Licensed seats 15; Questions asked 207Sep 24: Active users 9; Licensed seats 15; Questions asked 446Oct 24: Active users 10; Licensed seats 15; Questions asked 612Nov 24: Active users 10; Licensed seats 15; Questions asked 517Dec 24: Active users 10; Licensed seats 15; Questions asked 371Jan 25: Active users 10; Licensed seats 15; Questions asked 539Feb 25: Active users 10; Licensed seats 15; Questions asked 546Mar 25: Active users 10; Licensed seats 15; Questions asked 558Apr 25: Active users 10; Licensed seats 15; Questions asked 507May 25: Active users 10; Licensed seats 15; Questions asked 579Jun 25: Active users 10; Licensed seats 15; Questions asked 554Jul 25: Active users 10; Licensed seats 15; Questions asked 606Aug 25: Active users 10; Licensed seats 15; Questions asked 329Sep 25: Active users 10; Licensed seats 15; Questions asked 566Oct 25: Active users 10; Licensed seats 15; Questions asked 632Nov 25: Active users 10; Licensed seats 15; Questions asked 550Dec 25: Active users 10; Licensed seats 15; Questions asked 416Jan 26: Active users 10; Licensed seats 15; Questions asked 567Feb 26: Active users 10; Licensed seats 15; Questions asked 562Mar 26: Active users 10; Licensed seats 15; Questions asked 555Apr 26: Active users 10; Licensed seats 15; Questions asked 543May 26: Active users 10; Licensed seats 15; Questions asked 524Jun 26: Active users 10; Licensed seats 15; Questions asked 580Jul 26: Active users 10; Licensed seats 15; Questions asked 610Aug 26: Active users 10; Licensed seats 15; Questions asked 338Sep 26: Active users 10; Licensed seats 15; Questions asked 602

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 10; Licensed seats 15; Questions asked 602. Basis: product usage, facts.usage_monthly:org_015, signals:org_015.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jul 24515121
Aug 24815207
Sep 24915446
Oct 241015612
Nov 241015517
Dec 241015371
Jan 251015539
Feb 251015546
Mar 251015558
Apr 251015507
May 251015579
Jun 251015554
Jul 251015606
Aug 251015329
Sep 251015566
Oct 251015632
Nov 251015550
Dec 251015416
Jan 261015567
Feb 261015562
Mar 261015555
Apr 261015543
May 261015524
Jun 261015580
Jul 261015610
Aug 261015338
Sep 261015602
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB21.2 GB42.5 GBSep 24Dec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included connectors (4)2.1 GB31Jul 24: Connectors configured 2; Active admins 1; Data volume 0.92 GBAug 24: Connectors configured 2; Active admins 1; Data volume 0.94 GBSep 24: Connectors configured 3; Active admins 1; Data volume 1.44 GBOct 24: Connectors configured 3; Active admins 1; Data volume 1.47 GBNov 24: Connectors configured 3; Active admins 1; Data volume 1.49 GBDec 24: Connectors configured 3; Active admins 1; Data volume 1.52 GBJan 25: Connectors configured 3; Active admins 1; Data volume 1.55 GBFeb 25: Connectors configured 3; Active admins 1; Data volume 1.58 GBMar 25: Connectors configured 3; Active admins 1; Data volume 1.60 GBApr 25: Connectors configured 3; Active admins 1; Data volume 1.63 GBMay 25: Connectors configured 3; Active admins 1; Data volume 1.66 GBJun 25: Connectors configured 3; Active admins 1; Data volume 1.69 GBJul 25: Connectors configured 3; Active admins 1; Data volume 1.71 GBAug 25: Connectors configured 3; Active admins 1; Data volume 1.74 GBSep 25: Connectors configured 3; Active admins 1; Data volume 1.77 GBOct 25: Connectors configured 3; Active admins 1; Data volume 1.80 GBNov 25: Connectors configured 3; Active admins 1; Data volume 1.83 GBDec 25: Connectors configured 3; Active admins 1; Data volume 1.85 GBJan 26: Connectors configured 3; Active admins 1; Data volume 1.88 GBFeb 26: Connectors configured 3; Active admins 1; Data volume 1.91 GBMar 26: Connectors configured 3; Active admins 1; Data volume 1.93 GBApr 26: Connectors configured 3; Active admins 1; Data volume 1.96 GBMay 26: Connectors configured 3; Active admins 1; Data volume 1.99 GBJun 26: Connectors configured 3; Active admins 1; Data volume 2.02 GBJul 26: Connectors configured 3; Active admins 1; Data volume 2.04 GBAug 26: Connectors configured 3; Active admins 1; Data volume 2.07 GBSep 26: Connectors configured 3; Active admins 1; Data volume 2.10 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 3; Active admins 1; Data volume 2.1 GB. Basis: product usage, facts.usage_monthly:org_015, signals:org_015.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jul 24210.92 GB
Aug 24210.94 GB
Sep 24311.44 GB
Oct 24311.47 GB
Nov 24311.49 GB
Dec 24311.52 GB
Jan 25311.55 GB
Feb 25311.58 GB
Mar 25311.60 GB
Apr 25311.63 GB
May 25311.66 GB
Jun 25311.69 GB
Jul 25311.71 GB
Aug 25311.74 GB
Sep 25311.77 GB
Oct 25311.80 GB
Nov 25311.83 GB
Dec 25311.85 GB
Jan 26311.88 GB
Feb 26311.91 GB
Mar 26311.93 GB
Apr 26311.96 GB
May 26311.99 GB
Jun 26312.02 GB
Jul 26312.04 GB
Aug 26312.07 GB
Sep 26312.10 GB
Usagemade from

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

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 15 Oct 2026upcoming eventBG-Demo webinar Alice Brewer, Rajesh Mistry, Geoffrey Rowe, Alexander Vallance, Marieke Postma, Emma Croft, Inge de Boer, Dan Dyson, Andrew Pickering, Sandra Neale, Jeroen Coenen, Dirk Vogt, Jens Maes, Aaron Graham, Troy Wendt, Rebecca Nuttall, Ian Brearley, Brandon Russell, Claire Girard, Marie Goossens, Yasmin Carswell, Neil Ashworth, Matt Colenso, Niamh Fogarty, Jade KenwrightAlice BrewerRajesh MistryGeoffrey Rowe+22
  • Held
  • 28 Jul 2026email threadQuick check-in Daniel Okafor, Hugh FirthVantrell Software logoDaniel OkaforHugh Firth
  • 27 Jul 2026callVantrell Software / BG-Demo – Check In Daniel Okafor, Hugh FirthVantrell Software logoDaniel OkaforHugh Firth
  • 24 Jul 2026email threadPayment reminder, INV-015-0004 Rachel Dunmore, Bryony GilchristVantrell Software logoRachel DunmoreBryony Gilchrist
  • 21 Jul 2026ticketDashboards not updating since last night Jess Dobson, Olivia GrantVantrell Software logoJess DobsonOlivia Grant
  • 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 IdrissiAlice BrewerCallum ReidFran Whiting+38
  • 8 Jul 2026email threadUpcoming webinar Alice Brewer, Asif JaggerVantrell Software logoAlice BrewerAsif Jagger
  • 17 Jun 2026email threadInvoice INV-015-0004 Rachel Dunmore, Bryony GilchristVantrell Software logoRachel DunmoreBryony Gilchrist
  • 17 Jun 2026invoiceINV-015-0004 Bryony GilchristVantrell Software logoBryony Gilchrist
  • 11 Jun 2026eventBG-Demo Customer Day London Alice Brewer, Callum Reid, Liam Doherty, Aisha Rahman, Imogen Hartley, Kelly Sharpe, Greg Haskins, Tanya Briggs, Ravi Atherton, Kirsty Rigby, Toby Mellor, Hugh Firth, Kofi Asamoah, Priti Varma, Andrew Sugden, Claire Ackroyd, Siân Pritchard, Graham Tovey, Lee Hathaway, Gordon McInnes, Natasha Greaves, Adrian Mellor, Daan Visser, Helen Varley, Andrea Neumann, Shane Twomey, Huw Bevan, Dylan Price, Rhian Morgan, Tyler Brookes, Sandra Neale, Lindsay Pallister, Barry Coxon, Harry Kitching, Brittany Hayes, Karin Vossen, Martina Engel, Dirk Vogt, Eoin Hegarty, Maeve Doherty, Jacinta Hoad, Riley Tran, Els Van Damme, Katrien Wouters, Karen Midgley, Kevin Kershaw, Oliver Kirkby, Chris Jagger, Toby Cowell, Mark Brearley, Ian Brearley, Graham Rowntree, Imran Qureshi, Marloes Hendriks, Ilse de Graaf, Karin Sjöberg, Linnea Holm, Annika Lund, Arnaud Janssens, Lena Becker, Jonas Lehmann, Markus Hofmann, Mike Delaney, Tyler Nguyen, Dev Malhotra, Jess Doyle, Lachlan Hutchinson, Malcolm Ridgway, Tariq Saleem, Gareth Pugh, Kwame Asante, Matthias Ebner, Dennis Wolter, Danielle Okonkwo, Lauren Pilkington, Stuart Haworth, Nadia Bashir, Carl Whittle, Kirsty Robson, Samuel Adeyemi, Clara Hoskins, Gavin Rudd, Ruud Verhoeven, Raymond Tsai, Ingrid Solberg, Pauline Metcalfe, Tracey Bainbridge, Vikram Sethi, Andy Buckley, Yara El Idrissi, Phil Catterall, Monique Fairley, Elliot Rosen, Javier OrtizAlice BrewerCallum ReidLiam Doherty+91
  • 8 Jun 2026documentVantrell Software - Order Form (signed) Tom AshdownVantrell Software logoTom Ashdown
  • 4 Jun 2026email threadOrder form for signature Tom Ashdown, Asif JaggerVantrell Software logoTom AshdownAsif Jagger
  • 21 May 2026callVantrell Software / BG-Demo – Renewal Daniel Okafor, Tom Ashdown, Asif JaggerVantrell Software logoDaniel OkaforTom AshdownAsif Jagger
  • 16 Apr 2026eventBG-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Cian O'Leary, Jennifer Moua, Tyler Brookes, Sandra Neale, Clodagh Fitzgerald, Grant Mattner, Jens Maes, Gemma Varley, Timo Brand, Wayne Entwistle, Annika Lund, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard HaslamAlice BrewerJoost VerbeekJenna Price+32
  • 1 Apr 2026email threadYour renewal is coming up Daniel Okafor, Tom Ashdown, Asif JaggerVantrell Software logoDaniel OkaforTom AshdownAsif Jagger
  • 1 Apr 2026dealVantrell Software – Renewal Tom Ashdown, Hugh FirthVantrell Software logoTom AshdownHugh Firth
  • 3 Feb 2026ticketCannot save dashboard changes Jess Dobson, Bethan ListerVantrell Software logoJess DobsonBethan Lister
  • 15 Jan 2026eventBG-Demo webinar Alice Brewer, Dean Hargreaves, Sam Cheney, Wei Ling Tan, Miriam Theisen, Howard Feinberg, Jess Dobson, Lindsey Ward, Méabh Crowley, Cerys Llewellyn, Luke Oakes, Asif Nuttall, Jean Benson, Maeve Doherty, Kerryn Mibus, Jas Dhillon, Phil Royston, Karl Tennison, Ian Brearley, Shane Keane, Karin Sjöberg, Erik Wallin, Lucas Goossens, Hugh Atherton, Dylan Tremblay, Jun Tan, Kevin Lister, Tariq Saleem, Dan Hosken, Matt Colenso, Graeme Charlton, Mark Dodds, Declan Moran, Kirsteen Boyd, Abi Coombes, Tracey Bainbridge, Wouter Brouwer, Javier OrtizAlice BrewerDean HargreavesSam Cheney+35
  • 7 Jan 2026ticketContact records showing mismatched data Jess Dobson, Olivia GrantVantrell Software logoJess DobsonOlivia Grant
  • 18 Sep 2025eventBG-Demo webinar Alice Brewer, Jodie Sims, Robin Hatherell, Katie Halsall, Doug Fairweather, Hugh Firth, Heather Gillespie, Lindsey Ward, Helen Varley, Lee Garside, Paula Rennie, Kristin Lindahl, Rakesh Solanki, Asif Nuttall, Simon Ashworth, Charles Braithwaite, Sofie Bech, Fiona Fairclough, Ian Dobson, Jonas Albrecht, Mark Dodds, Joost van der LindenAlice BrewerJodie SimsRobin Hatherell+19
  • 19 Jun 2025eventBG-Demo webinar Alice Brewer, Toby Underwood, Noel Cronin, Melvin Goh, Patricia Gleave, Asif Jagger, Josh Pearce, Elaine Turvey, Jasmine Coleman, Donal Coughlan, Clive Wardle, Rakesh Solanki, Emma Haworth, Ian Fairclough, Lindsay Pallister, Nathan Booth, Glenys Routledge, Gavin Tyldesley, Julie Wardhaugh, Jolien van Dijk, Wim Goossens, Faye Metcalfe, Ade Ogunleye, Deepa Chauhan, Bernadette Lowry, Bryony Searle, Declan Moran, Ronan Healy, Petra LüdersAlice BrewerToby UnderwoodNoel Cronin+26
  • 18 Jun 2025ticketSearch results showing duplicates Jess Dobson, Olivia GrantVantrell Software logoJess DobsonOlivia Grant
  • 17 Jun 2025email threadInvoice INV-015-0003 Rachel Dunmore, Bryony GilchristVantrell Software logoRachel DunmoreBryony Gilchrist
  • 17 Jun 2025invoiceINV-015-0003 Bryony GilchristVantrell Software logoBryony Gilchrist
  • 17 Jun 2025documentVantrell Software - Order Form (signed) Tom AshdownVantrell Software logoTom Ashdown
  • 13 Jun 2025email threadOrder form for signature Tom Ashdown, Asif JaggerVantrell Software logoTom AshdownAsif Jagger
  • 12 Jun 2025eventBG-Demo Customer Day Sofia Marchetti, Callum Reid, Kofi Mensah, Joanne Platt, Rob Ellery, Ravi Atherton, Toby Underwood, Neil Entwistle, Gemma Yates, Emma Croft, Jess Dobson, Natasha Greaves, Elaine Turvey, Sukhvinder Dhillon, Paula Mortimer, Yasmin Chaudhry, Sunita Bains, Paula Rennie, Huw Bevan, Owain Jenkins, Brenda Oldroyd, Anita Mistry, Clive Wardle, Phil Royston, Daisy Howes, Becky Lawton, Linnea Holm, Erik Wallin, Sofie Bech, Anders Thomsen, Fiona Marsden, Bryony Searle, Wes Jago, Matt Colenso, Lauren Pilkington, Stuart Haworth, Carl Whittle, Joe Mallinson, Aisha Bukhari, Ryan Heslop, Fiona Drummond, Fraser McAllister, Iain Lumsden, Zoe Kendrick, Trevor Mayhew, Paul Ottaway, Anthony Garrow, Sue Ditchfield, Liam Corner, Rebecca Oakes, Vikram SethiSofia MarchettiCallum ReidKofi Mensah+48
  • 5 Jun 2025email threadCustomer Day invitation Sofia Marchetti, Jess DobsonVantrell Software logoSofia MarchettiJess Dobson
  • 23 May 2025callVantrell Software / BG-Demo – Renewal Daniel Okafor, Tom Ashdown, Asif Jagger, Hugh Firth, Bryony GilchristVantrell Software logoDaniel OkaforTom AshdownAsif Jagger+2
  • 20 May 2025ticketDashboard loading very slowly Dan Dyson, Bethan ListerVantrell Software logoDan DysonBethan Lister
  • 19 May 2025email threadRenewal discussion Daniel Okafor, Asif JaggerVantrell Software logoDaniel OkaforAsif Jagger
  • 14 May 2025ticketSlow query performance Hugh Firth, Bethan ListerVantrell Software logoHugh FirthBethan Lister
  • 3 Apr 2025callVantrell Software / BG-Demo – Check In Daniel Okafor, Hugh FirthVantrell Software logoDaniel OkaforHugh Firth
  • 1 Apr 2025email threadYour BG-Demo renewal Daniel Okafor, Tom Ashdown, Asif JaggerVantrell Software logoDaniel OkaforTom AshdownAsif Jagger
  • 1 Apr 2025dealVantrell Software – Renewal Tom Ashdown, Hugh FirthVantrell Software logoTom AshdownHugh Firth
  • 25 Feb 2025eventRevenue leaders roundtable Sofia Marchetti, Toby Rickard, Oliver Pennock, Alexander Vallance, Asif Jagger, Steven Holroyd, Matthew Grice, Pieter de Groot, Craig Holt, Tina Goddard, Susan Tweddle, Jas Dhillon, Troy Wendt, Glen Nuttall, Timo Brand, Claire Vasseur, Mads Mortensen, Lachlan Hutchinson, Tomasz Wiśniewski, Clara Hoskins, Kirsteen Boyd, Trevor Mayhew, Sinead Maguire, Paul Ottaway, Jade Kenwright, Liam Corner, Vikram SethiSofia MarchettiToby RickardOliver Pennock+24
  • 29 Jan 2025ticketRequest, alert on stale data Hugh Firth, Bethan ListerVantrell Software logoHugh FirthBethan Lister
  • 16 Jan 2025eventBG-Demo webinar Sofia Marchetti, Imogen Hartley, Margaret Cleland, Sarah Hollis, Phoebe Lacey, Kylie Bannister, Hugh Firth, Mandy Gasson, Ruben Dekker, Andrew Pickering, Sunita Bains, Paula Rennie, Craig Holt, Victor Nunes, Stacey Corless, Charlotte Haigh, Pam Willetts, Jess Kennedy, Dennis Wolter, Fiona Drummond, Ailsa Dunlop, Liam CornerSofia MarchettiImogen HartleyMargaret Cleland+19
  • 12 Dec 2024ticketHelpdesk connector has stopped syncing Jess Dobson, Bethan ListerVantrell Software logoJess DobsonBethan Lister
  • 21 Nov 2024ticketExporting query results Hugh Firth, Bethan ListerVantrell Software logoHugh FirthBethan Lister
  • 28 Oct 2024ticketFiltering support tickets by date Jess Dobson, Bethan ListerVantrell Software logoJess DobsonBethan Lister
  • 17 Oct 2024eventBG-Demo webinar Sofia Marchetti, Rajesh Mistry, Nate Feldman, Elliot Allott, Sam Yates, Brianna Ocampo, Asif Jagger, Ian Prendergast, Lee Garside, Cerys Llewellyn, Huw Bevan, Owain Jenkins, Clive Wardle, Deborah Gowland, Tariq Hussain, Diane Cropper, Jill Heron, Anders Thomsen, Dan Firth, Neha Kapoor, Jess Ferrand, Lauren Pilkington, Declan Moran, Fraser McAllister, Iain LumsdenSofia MarchettiRajesh MistryNate Feldman+22
  • 30 Sep 2024ticketData not refreshing Dan Dyson, Bethan ListerVantrell Software logoDan DysonBethan Lister
  • 13 Sep 2024ticketCall data not refreshing Dan Dyson, Bethan ListerVantrell Software logoDan DysonBethan Lister
  • 14 Aug 2024email threadInvoice INV-015-0001: outstanding Nell Ashcombe, Bryony GilchristVantrell Software logoNell AshcombeBryony Gilchrist
  • 12 Aug 2024callVantrell Software / BG-Demo – Training Callie Brennan, Dan DysonVantrell Software logoCallie BrennanDan Dyson
  • 7 Aug 2024email threadInvoice INV-015-0002 payment Nell Ashcombe, Bryony GilchristVantrell Software logoNell AshcombeBryony Gilchrist
  • 1 Aug 2024callVantrell Software / BG-Demo – Onboarding Callie Brennan, Jess Dobson, Hugh FirthVantrell Software logoCallie BrennanJess DobsonHugh Firth
  • 31 Jul 2024email threadInvoice INV-015-0001 payment Nell Ashcombe, Bryony GilchristVantrell Software logoNell AshcombeBryony Gilchrist
  • 24 Jul 2024callVantrell Software / BG-Demo – Onboarding Callie Brennan, Jess Dobson, Hugh FirthVantrell Software logoCallie BrennanJess DobsonHugh Firth
  • 23 Jul 2024ticketFeature request: export call transcripts Dan Dyson, Bethan ListerVantrell Software logoDan DysonBethan Lister
  • 11 Jul 2024callVantrell Software / BG-Demo – Onboarding Callie Brennan, Jess DobsonVantrell Software logoCallie BrennanJess Dobson
  • 5 Jul 2024email threadKickoff complete, next steps Callie Brennan, Daniel Okafor, Hugh Firth, Jess DobsonVantrell Software logoCallie BrennanDaniel OkaforHugh Firth+1
  • 4 Jul 2024callVantrell Software / BG-Demo – Kickoff Callie Brennan, Daniel Okafor, Hugh Firth, Jess DobsonVantrell Software logoCallie BrennanDaniel OkaforHugh Firth+1
  • 2 Jul 2024documentVantrell Software - Onboarding Plan Callie BrennanVantrell Software logoCallie Brennan
  • 1 Jul 2024email threadInvoice INV-015-0002 Nell Ashcombe, Bryony GilchristVantrell Software logoNell AshcombeBryony Gilchrist
  • 1 Jul 2024invoiceINV-015-0002 Bryony GilchristVantrell Software logoBryony Gilchrist
  • 27 Jun 2024email threadScheduling the kickoff Callie Brennan, Hugh FirthVantrell Software logoCallie BrennanHugh Firth
  • 24 Jun 2024email threadInvoice INV-015-0001 Nell Ashcombe, Bryony GilchristVantrell Software logoNell AshcombeBryony Gilchrist
  • 24 Jun 2024invoiceINV-015-0001 Bryony GilchristVantrell Software logoBryony Gilchrist
  • 21 Jun 2024documentVantrell Software - Order Form (signed) Tom AshdownVantrell Software logoTom Ashdown
  • 21 Jun 2024documentVantrell Software - Data Processing Agreement (signed) Tom AshdownVantrell Software logoTom Ashdown
  • 21 Jun 2024documentVantrell Software - Master Services Agreement (signed) Tom AshdownVantrell Software logoTom Ashdown
  • 19 Jun 2024email threadOrder form for signature Tom Ashdown, Asif JaggerVantrell Software logoTom AshdownAsif Jagger
  • 12 Jun 2024email threadPricing and implementation for Vantrell Software Tom Ashdown, Owen Tallis, Asif Jagger, Hugh Firth, Bryony GilchristVantrell Software logoTom AshdownOwen TallisAsif Jagger+2
  • 10 Jun 2024callVantrell Software / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Asif Jagger, Hugh Firth, Bryony GilchristVantrell Software logoTom AshdownOwen TallisAsif Jagger+2
  • 5 Jun 2024documentVantrell Software - Master Services Agreement v2 Tom AshdownVantrell Software logoTom Ashdown
  • 20 May 2024documentVantrell Software - Proposal Tom AshdownVantrell Software logoTom Ashdown
  • 20 May 2024callVantrell Software / BG-Demo – Proposal Tom Ashdown, Hugh FirthVantrell Software logoTom AshdownHugh Firth
  • 15 May 2024documentVantrell Software - Proposal v1 Tom AshdownVantrell Software logoTom Ashdown
  • 8 May 2024callVantrell Software / BG-Demo – Demo Tom Ashdown, Hannah Lowe, Hugh Firth, Jess Dobson, Dan DysonVantrell Software logoTom AshdownHannah LoweHugh Firth+2
  • 3 May 2024email threadDemo walkthrough Tom Ashdown, Hugh FirthVantrell Software logoTom AshdownHugh Firth
  • 22 Apr 2024callVantrell Software / BG-Demo – Discovery Tom Ashdown, Hugh Firth, Asif JaggerVantrell Software logoTom AshdownHugh FirthAsif Jagger
  • 15 Apr 2024email threadLet's talk about BG-Demo Tom Ashdown, Hugh FirthVantrell Software logoTom AshdownHugh Firth
  • 2 Apr 2024dealVantrell Software – New Tom Ashdown, Hugh FirthVantrell Software logoTom AshdownHugh Firth
CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
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

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 (computed from the records; nothing to show yet) 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 (computed from the records; nothing to show yet) 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
                    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

                    Help & Support

                    Open as a page

                    Help & Support

                    B-Glass 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 B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

                    What the data covers

                    DataRecords
                    Organisations225
                    People at customers862
                    BG-Demo staff records (in post and leavers)58
                    Calls1,995
                    Email threads3,013
                    Support tickets1,159
                    Documents1,218
                    Deals315
                    Invoices285
                    Events49
                    News items119

                    Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

                    BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

                    Who to contact

                    Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.
                    Help

                    Ask B

                    B-Glass · read-only