B-Glass
Quillmark Health logo

Quillmark Health

Lost£0

AI facts

As at Fri 9 Oct 2026

Quillmark Health, a Boston healthcare services firm, was offered Enterprise in a 31 Mar 2026 proposal at £125k a year and £155k for the first year including implementation. No order form, signed DPA or invoice exists, and the CRM stage is lost with ARR of £0. There is no usage, ticket or platform-user record because Quillmark never became a customer. The deal closed lost on 31 Jul 2026 with reason security_review, after Tasha Greene said Quillmark was proceeding with another vendor.

Read from 7 calls · 12 email threads · 2 news items · 1 deals · 4 people · 6 documents, newest 31 Jul 26

Profile

Updated 9 Oct 26
  • IndustryHealthcare servicesSource: CRM company record
  • Websitequillmarkhealth.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityBostonSource: CRM company record
  • Size1,100 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 13 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Lost, because Quillmark Health called the decision final after a security review its CISO never cleared, and an unresolved data-integrity incident weighed against BG-Demo. No money was ever at stake. The one opportunity: Tasha Greene said the need persists, so a fresh review through procurement remains possible.

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

Key facts

Updated 9 Oct 26
  • Last contact31 Jul 2026Email: Quillmark Health vendor evaluation: decision · 70 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike sends Tasha Greene, through procurement, an attested written statement that closes the refresh outage findings, as the basis for a fresh security review. Re engage
Who
Jordan Pike Jordan Pike
When
This month by 9 Oct 2026
Why
Jordan Pike should send Tasha Greene, through procurement, written and attested findings that close the refresh outage behind the loss, so a fresh security review can start from documented evidence.

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

The story

As at Fri 9 Oct 2026
Lost

Lost. Quillmark Health chose another vendor after a security review BG-Demo never cleared, and the Enterprise deal closed lost on 31 Jul 2026 with nothing signed or invoiced. The need persists, so the next move is closed incident findings sent through procurement.

Lost. Quillmark Health chose another vendor for its Enterprise evaluation, and the CRM shows the deal closed lost on 31 Jul 2026. The 31 Mar 2026 proposal priced Enterprise at £125k a year and £155k for the first year, but nothing was signed or invoiced.

Quillmark never became a customer, so there is no usage, ticket or platform-user record to read. Ben Kowalski, VP Data and Analytics, championed the need, and Megan Alvarez, the CISO, gated the deal on security.

Tasha Greene, Procurement Director, called the decision final and cited an unresolved data-integrity incident, which stays on Quillmark's vendor file. Megan does not accept best effort on remediation, but Tasha said the client-services need persists.

Jordan Pike should send Tasha an attested written statement through procurement by 9 Oct 2026 that closes the refresh outage findings. Hannah Lowe completes the findings and Owen Tallis attests them.

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

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Documents

Updated 9 Oct 26

6 documents in 3 folders; 1 drafts hang on their executed paper. All documents

  • commercial
  • 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.

Open tickets

No open tickets.

Helpdeskmade from

Activity

Contacts

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

Quillmark Health's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 27 AI summaries of 28 raw things (calls, tickets, emails, news), 4 people (4 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 5 pages.

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

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