Who they are
Insight
As at Fri 9 Oct 2026Finance Manager at Marlstone Legal. Joined the Growth negotiation and the renewal call, pressed on renewal cost, and receives the invoices. Says the commercial team uses the brain heavily. Does not appear to lead the decision, which sits with the Chief Executive.
Role: Finance Manager at Marlstone Legal, CRM role finance, London. Two calls and four email threads are on record, with no tickets or deals. He is the addressee for BG-Demo billing notices and the order form review.
Influence: On the 27 Feb 2025 call he pressed on what renewal would cost. On the 23 Feb 2026 call he said the commercial team uses the brain heavily. Emma Croft, Chief Executive, gave the go-ahead, so Toby shapes the commercial detail rather than the decision.
Watch: He is due to review the renewal order form and return it signed. The evidence does not show that it was signed. Renewal price expectations were set at the v1 list, so he is the person to prepare on price and tier fit.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Marlstone Legal | Finance Manager | finance | toby.mellor@marlstone.example |
Activity
- 22 Sep 2026eventRevenue leaders roundtable
+36
- 11 Jun 2026eventBG-Demo Customer Day London
+91
- 18 Mar 2026email threadInvoice for renewal
- 18 Mar 2026invoiceINV-014-0003
- 23 Feb 2026callMarlstone Legal / BG-Demo – Renewal
+1
- 1 Apr 2025email threadInvoice INV-014-0002
- 1 Apr 2025invoiceINV-014-0002
- 17 Mar 2025email threadInvoice INV-014-0001
- 17 Mar 2025invoiceINV-014-0001
- 27 Feb 2025callMarlstone Legal / BG-Demo – Negotiation
+2
- 18 Jul 2024eventBG-Demo webinar
+7
- 18 Jan 2024eventBG-Demo webinar
+14
- 16 Nov 2023eventBG-Demo webinar
+11
- 31 Oct 2023email threadBG-Demo webinar