Who they are
Insight
As at Fri 9 Oct 2026Joanne Platt is Accounts Payable Manager at Brackwell Freight Ltd. She handles purchase orders, invoice matching and paperwork, and has questioned seat usage. She sits on the finance side, not as a decision-maker.
Role: Accounts Payable Manager in Manchester, CRM role finance. She sets invoice requirements such as the purchase order number and a separate VAT line, and receives BG-Demo's invoices.
Influence: She joined the 16 Sep 2025 renewal call only for the contract item, yet asked whether the customer is paying for forty seats and using a fraction. Gareth Whitlam, Finance Director, leads the 8 Sep 2026 value and price challenge.
Watch: She will need an amended order form or purchase order before she can match any new invoice. The renewal call booked for 12 Oct 2026 is a plan, so no outcome is read from it.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Brackwell Freight Ltd | Accounts Payable Manager | finance | joanne.platt@brackwellfreight.example |
Activity
- Upcoming
- 12 Oct 2026upcoming callBrackwell Freight Ltd / BG-Demo – Renewal
+1
- Held
- 8 Sep 2026callBrackwell Freight Ltd / BG-Demo – Renewal
+1
- 1 Dec 2025email threadBrackwell Freight subscription invoice INV-002-0004
- 1 Dec 2025invoiceINV-002-0004
- 16 Sep 2025callBrackwell Freight Ltd / BG-Demo – Renewal
+1
- 12 Jun 2025eventBG-Demo Customer Day
+48
- 24 May 2025email threadInvitation: BG-Demo Customer Day in London
- 2 Dec 2024email threadInvoice INV-002-0003 for your Growth subscription
- 2 Dec 2024invoiceINV-002-0003
- 1 Dec 2023email threadSubscription invoice for the first year
- 1 Dec 2023invoiceINV-002-0002
- 20 Nov 2023email threadOur first invoice to Brackwell Freight
- 20 Nov 2023invoiceINV-002-0001
- 6 Nov 2023email threadBrackwell Freight and BG-Demo: next steps on the Starter order
+1
- 6 Nov 2023callBrackwell Freight Ltd / BG-Demo – Negotiation
+1