AI facts
Current to 13 Oct 26Ivelbridge Software is a prospect with no executed order form, no invoices and £0 contracted ARR. The final Growth proposal dated 28 Sep 2026 quotes £62k for the first year, including implementation, and £50k a year from year two. There is no platform usage or ticket history yet. Open deal deal_045_01 sits at the CRM proposal stage with an expected close of 30 Oct 2026, and a negotiation call is booked for 20 Oct 2026. On 7 Oct 2026 the CFO asked for the order form.
Profile
Updated 9 Oct 26- IndustryB2B softwareSource: CRM company record
- Websiteivelbridge.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityCambridgeSource: CRM company record
- Size210 employeesSource: CRM company record
- CRM ownerLewis KerrSource: CRM company record · Account Executive
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
- StateProspectSource: AI assessment · Written 13 Oct 2026
AI opinion
Current to 13 Oct 26Prospect: the CFO says Ivelbridge is ready to sign after CEO sign-off, and the champion has joined every call. The order form is not yet sent. The four-hour first response in the proposals should be aligned with the Growth one-hour P1 term before it goes.
Key facts
Updated 9 Oct 26- Open dealProposal · £62,000Source: CRM deal Ivelbridge Software – New · new deal · Expected close 30 Oct 2026 · Owner Lewis Kerr
- Last contact7 Oct 2026Email: Proposal follow-up: next steps · 2 days before 9 Oct 2026
Next step
Current to 14 Oct 26- What
- Lewis Kerr sends Toby Eccles the Growth order form with the one business hour P1 response, the nightly refresh wording and any discount within the 20% cap, ahead of the 20 Oct 2026 negotiation call. proposal
- Who
Lewis Kerr
- When
- This week by 9 Oct 2026
- Why
- Lewis Kerr should send Toby Eccles the Growth order form now, with the P1 response and refresh wording matched to Growth terms and any discount within the 20% cap, so the 20 Oct 2026 negotiation call works from a clean document.
The story
Current to 14 Oct 26Prospect: Ivelbridge Software's CFO asked for the order form on 7 Oct 2026 after CEO sign-off. The 28 Sep 2026 Growth proposal quotes £62k for the first year. Nothing is executed, and a negotiation call is booked for 20 Oct 2026.
Prospect Ivelbridge Software has no executed order form, so nothing is contracted. The 28 Sep 2026 Growth proposal quotes £62k for the first year and £50k a year from year two, with a CRM expected close of 30 Oct 2026.
There is no usage, ticket or invoice history to read. Lewis Kerr ran all four calls with champion Toby Carswell, Head of Operations; Toby Eccles, the CFO, asked for the order form on 7 Oct 2026 after CEO sign-off.
No order form has been sent. The main risk is terms: all three documents quote a four-hour first response, not the Growth one business hour P1, and any discount must stay within the 20% cap.
Lewis should send Toby Eccles the Growth order form by 9 Oct 2026, with aligned P1 and nightly refresh wording and Owen Tallis approving the price, ahead of the 20 Oct 2026 negotiation call.
ARR journey
Platform usage
Documents
Updated 9 Oct 26- presales
Folders and documents as a list
- Proposals (2)
- Draft Growth tier proposal draft · proposal · 23 Sep 2026
- Growth tier commercial proposal issued · proposal · 28 Sep 2026
- Security (1)
- Security questionnaire for Growth evaluation issued · security questionnaire · 16 Sep 2026
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Ivelbridge Software – New | proposal | £62,000 | 30 Oct 2026 |
Open tickets
Activity
- 19 Nov 2026eventBB-Demo webinar
+33
- 20 Oct 2026callIvelbridge Software / BB-Demo – Negotiation
+1
- 30 Sep 2026email_threadProposal follow-up: next steps
- 28 Sep 2026documentIvelbridge Software - Proposal
- 28 Sep 2026callIvelbridge Software / BB-Demo – Proposal
- 23 Sep 2026email_threadProposal call scheduling
- 23 Sep 2026documentIvelbridge Software - Proposal v1
- 22 Sep 2026eventRevenue leaders roundtable
+36
- 21 Sep 2026callIvelbridge Software / BB-Demo – Demo
- 16 Sep 2026documentIvelbridge Software - Security Questionnaire
- 15 Sep 2026email_threadLet's schedule a demo
- 14 Sep 2026callIvelbridge Software / BB-Demo – Demo
- 28 Aug 2026email_threadFollow-up: Growth for Ivelbridge
- 27 Aug 2026callIvelbridge Software / BB-Demo – Discovery
- 10 Aug 2026dealIvelbridge Software – New
- 26 May 2026eventRevenue leaders roundtable
+39
- 17 Apr 2025eventBB-Demo webinar
+20
- 19 Sep 2024eventBB-Demo webinar
+15
Contacts
Evidence trail
Updated 9 Oct 26Ivelbridge Software's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 12 AI summaries of 13 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 4 pages. 1 AI record in this trail is not yet analysed.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Ivelbridge Software / BB-Demo – Discovery entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software / BB-Demo – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software / BB-Demo – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software / BB-Demo – Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_004 raw row
- Ivelbridge Software entity
- Ivelbridge Software / BB-Demo – Negotiation entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_005 raw row
- Ivelbridge Software entity
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- +12 more
- Ivelbridge Software / BB-Demo – Discovery entity
- AI opinion page block
- Ivelbridge Software: prospect near signing AI record
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- Ivelbridge Software: proposals, nothing executed AI record
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge security questionnaire, Growth AI record
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Security Questionnaire entity
- Growth tier proposal, draft v1 AI record
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Growth tier proposal AI record
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Proposal entity
- +1 more
- Ivelbridge Software - Security Questionnaire entity
- Discovery: customer health in one place AI record
- Ivelbridge Software / BB-Demo – Discovery entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / BB-Demo – Discovery entity
- Demo on Ivelbridge Snowflake data AI record
- Ivelbridge Software / BB-Demo – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / BB-Demo – Demo entity
- Technical demo: architecture and connectors AI record
- Ivelbridge Software / BB-Demo – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / BB-Demo – Demo entity
- Proposal call: price and extra connectors AI record
- Ivelbridge Software / BB-Demo – Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_004 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / BB-Demo – Proposal entity
- +13 more
- Ivelbridge Software – New entity
- Ivelbridge Software: prospect near signing AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_045 facts table
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- Ivelbridge Software – New entity
- facts.arr_monthly:org_045 facts table
- AI facts page block
- Ivelbridge Software: prospect near signing AI record
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- Ivelbridge Software: proposals, nothing executed AI record
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge security questionnaire, Growth AI record
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Security Questionnaire entity
- Growth tier proposal, draft v1 AI record
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Growth tier proposal AI record
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Proposal entity
- +1 more
- Ivelbridge Software - Security Questionnaire entity
- Discovery: customer health in one place AI record
- Ivelbridge Software / BB-Demo – Discovery entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / BB-Demo – Discovery entity
- Demo on Ivelbridge Snowflake data AI record
- Ivelbridge Software / BB-Demo – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / BB-Demo – Demo entity
- Technical demo: architecture and connectors AI record
- Ivelbridge Software / BB-Demo – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / BB-Demo – Demo entity
- Proposal call: price and extra connectors AI record
- Ivelbridge Software / BB-Demo – Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_004 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / BB-Demo – Proposal entity
- +13 more
- Ivelbridge Software – New entity
- Ivelbridge Software: prospect near signing AI record
- Contacts page block
- Toby Carswell entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/contacts.csv per_4501:org_045 raw row
- Ivelbridge Software entity
- Toby Eccles entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/contacts.csv per_4502:org_045 raw row
- Ivelbridge Software entity
- Ed Kershaw entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/contacts.csv per_4503:org_045 raw row
- Ivelbridge Software entity
- Toby Carswell entity
- Open deals page block
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- Ivelbridge Software – New entity
- Documents page block
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Security Questionnaire entity
- hero page block
- Ivelbridge Software: prospect near signing AI record
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- Ivelbridge Software: proposals, nothing executed AI record
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge security questionnaire, Growth AI record
- Ivelbridge Software - Security Questionnaire entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Security Questionnaire entity
- Growth tier proposal, draft v1 AI record
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Proposal v1 entity
- Ivelbridge Growth tier proposal AI record
- Ivelbridge Software - Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- document_store/files.csv doc_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software - Proposal entity
- +1 more
- Ivelbridge Software - Security Questionnaire entity
- Discovery: customer health in one place AI record
- Ivelbridge Software / BB-Demo – Discovery entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_001 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / BB-Demo – Discovery entity
- Demo on Ivelbridge Snowflake data AI record
- Ivelbridge Software / BB-Demo – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_002 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / BB-Demo – Demo entity
- Technical demo: architecture and connectors AI record
- Ivelbridge Software / BB-Demo – Demo entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_003 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / BB-Demo – Demo entity
- Proposal call: price and extra connectors AI record
- Ivelbridge Software / BB-Demo – Proposal entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- call_recorder/calls.csv call_045_004 raw row
- Ivelbridge Software entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- Ivelbridge Software / BB-Demo – Proposal entity
- +13 more
- Ivelbridge Software – New entity
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- facts.reconciliation_t0:org_045 facts table
- Ivelbridge Software – New entity
- Ivelbridge Software entity
- crm/companies.csv org_045 raw row
- crm/deal_line_items.csv deal_045_01:1 raw row
- crm/deal_line_items.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:1 raw row
- crm/deal_stage_history.csv deal_045_01:2 raw row
- crm/deal_stage_history.csv deal_045_01:3 raw row
- +2 more
- Ivelbridge Software entity
- Ivelbridge Software entity
- Ivelbridge Software – New entity
- Ivelbridge Software: prospect near signing AI record
- 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 (not yet analysed) page block