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Demo: B-Glass for Brereton Coyle

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Brereton Coyle Wealth logo Brereton Coyle Wealth · sales

Logistical thread, 12 to 17 Jun 2026: Sophie Ling proposes a tailored demo on CRM and call data, Annabel Rigby accepts, and Thursday at 14:00 is fixed. No commercial content.

What was said

What this says

As at Fri 9 Oct 2026

Logistical thread, 12 to 17 Jun 2026: Sophie Ling proposes a tailored demo on CRM and call data, Annabel Rigby accepts, and Thursday at 14:00 is fixed. No commercial content.

Ask: Sophie wanted a demo tailored to Brereton Coyle, using its CRM and call data, with a couple of team members involved.

Customer view: Annabel accepted at once and chose Thursday. She did not name who else would attend.

Next: Sophie is to send the calendar invite in the morning.

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

The thread

Updated 9 Oct 26
Typesales
Messages3
First message2026-06-12
Last message2026-06-17

Messages

  1. Sophie Ling
    Sophie Ling 12 Jun 2026 09:13
    to Annabel Rigby
    Hi Annabel, Following on from our discovery call, I'd like to set up a proper demo of the brain tailored to Brereton Coyle. We can walk through your CRM and call data, and I'd like to involve a couple of the team if you're happy with that. Does next week work? Best regards, Sophie Ling Account Executive, BG-Demo
  2. Annabel Rigby
    Annabel Rigby 17 Jun 2026 17:26
    to Sophie Ling
    Sophie, Yes, let's do it. Thursday would be ideal. Annabel
  3. Sophie Ling
    Sophie Ling 17 Jun 2026 19:20
    to Annabel Rigby
    Perfect. Thursday at 14:00. I'll send a calendar invite in the morning. Cheers, Sophie

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

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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.

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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.

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