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Cramond Trustee Services logo

Cramond Trustee Services

Prospect£0Demo · £62k/yr
made from

AI facts

Current to 13 Oct 26

Cramond Trustee Services, a pensions administrator in Edinburgh, is a prospect with no contract, no invoices and £0 ARR in the CRM. The open new-business deal is for Growth at £62k, at CRM stage demo, with an expected close of 18 Dec 2026. There is no usage or ticket history yet. A proposal call with the champion and the Chief Executive is booked for 12 Oct 2026. On discovery, Growth was quoted verbally with twenty connectors and twelve weeks of implementation.

Read from 3 calls · 2 email threads · 1 deals · 3 people, newest 8 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryPensions administrationSource: CRM company record
  • Websitecramond.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityEdinburghSource: CRM company record
  • Size120 employeesSource: CRM company record
  • CRM ownerHarvey DoyleSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · Written 13 Oct 2026
CRMmade from

AI opinion

Current to 13 Oct 26

Prospect, because Eilidh Rutherford said she was ready and a proposal call is booked with the Chief Executive. The verbal terms exceed the Growth price book on connectors and implementation weeks and must be corrected first. The deal owner in the CRM also differs from the colleague running it.

SignalsCramond Trustee Services – NewCramond Trustee Services / BB-Demo – DiscoveryCramond Trustee Services / BB-Demo – Demo

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

Key facts

Updated 9 Oct 26
  • Open dealDemo · £62,000Source: CRM deal Cramond Trustee Services – New · new deal · Expected close 18 Dec 2026 · Owner Matteo Ricci
  • Last contact8 Oct 2026Call: Cramond Trustee Services / BB-Demo – Demo · 1 days before 9 Oct 2026
Computedmade from

Next step

Current to 14 Oct 26
What
Harvey Doyle sends Eilidh Rutherford and Niall Sutherland a written Growth proposal on price-book terms before the 12 Oct 2026 proposal call. proposal
Who
Harvey Doyle Harvey Doyle
When
This week by 9 Oct 2026
Why
Harvey Doyle should send Eilidh Rutherford and Niall Sutherland a written Growth proposal on price-book terms before the 12 Oct 2026 proposal call, replacing the verbal twenty connectors, twelve weeks and guaranteed refresh.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26
Prospect

Prospect: Cramond Trustee Services has a new Growth deal at £62k at CRM stage demo, an engaged champion and a proposal call booked for 12 Oct 2026. The verbal terms exceed the Growth price book and must be corrected in a written proposal first.

Prospect: Cramond Trustee Services, a pensions administrator, has a new Growth deal at £62k at CRM stage demo, expected close 18 Dec 2026. No proposal or order form exists, so there is no contract or renewal date.

No usage, tickets or invoices exist yet. Eilidh Rutherford, Head of Trustee Operations, joined the 8 Sep 2026 discovery and 8 Oct 2026 demo and said she was ready; Niall Sutherland, Chief Executive, missed the demo.

The main risk is the verbal quote of twenty connectors and twelve weeks against Growth's 8 connectors and 8 weeks, plus a guaranteed nightly refresh only Enterprise is credited for. The CRM assigns the deal to Matteo Ricci, not Harvey Doyle.

Harvey sends Eilidh and Niall a written Growth proposal on price-book terms by 9 Oct 2026, ahead of the proposal call booked for 12 Oct 2026 at 13:45. Owen Tallis settles the deal owner first.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

ARR journey

Not yet analysedNo ARR history: no order forms or invoices for this organisation.
Accountingmade from

Platform usage

Not yet analysedNo platform usage: this organisation has no tenant in product analytics.
Usagemade from

Documents

Not yet analysedNo documents in the document store for this subject.
Documentsmade from

Open deals

DealStageAmountClose
Cramond Trustee Services – Newdemo£62,00018 Dec 2026
CRMmade from

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

  • 12 Oct 2026callCramond Trustee Services / BB-Demo – Proposal Harvey Doyle, Eilidh Rutherford, Niall Sutherland logoHarvey DoyleEilidh RutherfordNiall Sutherland
  • 8 Oct 2026callCramond Trustee Services / BB-Demo – Demo Harvey Doyle, Theo Gallagher, Eilidh Rutherford logoHarvey DoyleTheo GallagherEilidh Rutherford
  • 24 Sep 2026eventYour renewals, read by the brain Alice Brewer, Louise Carver, Douglas Baird, Greg Haskins, Raj Sandhu, Nate Feldman, Lotte Vermeulen, Rania Khoury, Tamsin Nancarrow, Rosa Ellwood, Tammy Ledbetter, Steven Holroyd, Russell Bland, Daan Visser, Fleur Jansen, Marloes de Vries, Andrea Neumann, Owain Jenkins, Asif Nuttall, Julian Gatcombe, Niall Sutherland, Wesley Crabtree, Jörg Zimmermann, Sierra Valdez, Angus Macrae, Graham Rowntree, Shona Barraclough, Josh Fairburn, Pieter van Dam, Cian Farrell, Gráinne Lynch, Jonas Lehmann, Mike Delaney, Andre Holloway, Nicola Shaw, Neil Ashworth, Lorraine Kowalczyk, Philip Annear, Graeme Charlton, Ruud Verhoeven, Mirjam Hendriks, Tyrell Haynes, Ingrid SolbergAlice BrewerLouise CarverDouglas Baird+40
  • 9 Sep 2026email_threadDiscovery call Harvey Doyle, Eilidh Rutherford, Niall Sutherland logoHarvey DoyleEilidh RutherfordNiall Sutherland
  • 8 Sep 2026callCramond Trustee Services / BB-Demo – Discovery Harvey Doyle, Eilidh Rutherford, Niall Sutherland logoHarvey DoyleEilidh RutherfordNiall Sutherland
  • 14 Aug 2026dealCramond Trustee Services – New Matteo Ricci, Eilidh Rutherford logoMatteo RicciEilidh Rutherford
  • 24 Feb 2026eventRevenue leaders roundtable Alice Brewer, Joost Verbeek, Douglas Baird, Craig Oduya, Lachlan Nguyen, Luis Herrera, Jo Fowler, Inge de Boer, Kofi Asamoah, Joanne Feeney, Natasha Greaves, Adrian Mellor, Daan Visser, Fleur Jansen, Marloes de Vries, Sunita Bains, Ethan Brody, Deirdre Barry, Dylan Price, Tina Goddard, Emma Haworth, Ian Fairclough, Colin Airey, Philipp Schulz, Clodagh Fitzgerald, Grant Mattner, Ruth Ackroyd, Stuart Kenyon, Eilidh Rutherford, Oliver Kirkby, Tracy Bullock, Jill Heron, Wim Goossens, Annika Lund, Jonas Hofmann, Nicola Ellwood, Ian Greenhalgh, Kyle Jenkins, Rashid Suwaidi, Polly Illingworth, Malcolm Ridgway, Ruud Verhoeven, Bas Kuijpers, Ingrid Solberg, Kyle Brandvold, Wouter BrouwerAlice BrewerJoost VerbeekDouglas Baird+43
  • 26 Nov 2024eventRevenue leaders roundtable Sofia Marchetti, Craig Paterson, Paul Rigby, Moira Sinclair, Scott Galbraith, Jackie Revill, Neil Entwistle, Yasmin Openshaw, Søren Lund, Valerie Okon, Steven Holroyd, Kristin Lindahl, Brenda Oldroyd, Melinda Ochoa, Grant Mattner, Shirley Bowman, Felicity Gurney, Rona Baxter, Tracy Bullock, Octavia Blake, Mhairi MacLeod, Wouter Kok, Johan Berglund, Henrik Lorenz, Wes Jago, Lauren Pilkington, Becky Tattersall, Ryan Heslop, Niamh Fogarty, Florian BeckerSofia MarchettiCraig PatersonPaul Rigby+27
  • 14 Nov 2024email_threadRoundtable invite Sofia Marchetti, Rona Baxter logoSofia MarchettiRona Baxter
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)
  • not yet analysed
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds

Cramond Trustee Services' pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 5 AI summaries of 6 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 4 pages. 2 AI records in this trail are not yet analysed.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Events · Email
made from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. 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.

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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
Organisations225
People at customers862
BB-Demo staff58
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 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.

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

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