Jason Pengelly

Person

Jason Pengelly is the CRM-marked champion at prospect Tamar Crossing Freight. He drove discovery and demo, and joined the Starter negotiation with Finance Director Sarah Northcott. The £28k order form is unsigned and quiet since 2 Oct 2026.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Jason Pengelly is the CRM-marked champion at prospect Tamar Crossing Freight. He drove discovery and demo, and joined the Starter negotiation with Finance Director Sarah Northcott. The £28k order form is unsigned and quiet since 2 Oct 2026.

Role: Commercial Manager at Tamar Crossing Freight and the CRM champion. He opened the discovery on 16 Jul 2026, attended the demo on 12 Aug 2026 alone and expects three or four users.

Influence: Sarah Northcott, Finance Director, joined the 10 Sep 2026 proposal call and set the price expectation. Jason asked for the price to come down and agreed to align her on the numbers, so he shapes the deal but does not hold the budget.

Watch: The £28k order form sent on 2 Oct 2026 is an open item. He promised a review early the following week, and the evidence shows no reply after Sophie Ling's chase on 5 Oct 2026.

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

AImade from

CRM records

Organisation	Title	Role	Email
Tamar Crossing Freight	Commercial Manager	champion	jason.pengelly@tamarcrossing.example

CRMmade from

Activity

Upcoming
14 Oct 2026upcoming callTamar Crossing Freight / BG-Demo – Negotiation Sophie Ling, Owen Tallis, Sarah Northcott, Jason Pengelly+1
Held
2 Oct 2026email threadOrder form for Tamar Crossing Sophie Ling, Owen Tallis, Sarah Northcott, Jason Pengelly+1
2 Oct 2026callTamar Crossing Freight / BG-Demo – Negotiation Sophie Ling, Owen Tallis, Sarah Northcott, Jason Pengelly+1
10 Sep 2026callTamar Crossing Freight / BG-Demo – Proposal Sophie Ling, Jason Pengelly, Sarah Northcott
2 Sep 2026email threadProposal review Sophie Ling, Jason Pengelly
12 Aug 2026callTamar Crossing Freight / BG-Demo – Demo Sophie Ling, Theo Gallagher, Jason Pengelly
16 Jul 2026callTamar Crossing Freight / BG-Demo – Discovery Sophie Ling, Jason Pengelly
14 Jul 2026email threadSchedule discovery call Sophie Ling, Jason Pengelly
15 Jun 2026dealTamar Crossing Freight – New Sophie Ling, Jason Pengelly
20 Feb 2025eventBG-Demo webinar Sofia Marchetti, Orla Keane, Kenny Lockhart, Jason Pengelly, Linnéa Holmberg, Marieke Postma, Gemma Yates, Sukhvinder Dhillon, Matthew Grice, Helen Varley, Sunita Bains, Craig Holt, Asif Nuttall, Rachael Dixon, Colin Airey, Eleanor Pickering, Shirley Bowman, Nina Barden, Ciarán Hughes, Aoife Tuohy, Anders Thomsen, Luke Kershaw, Megan Entwistle, Graeme Charlton, Priscilla Bowen, Hamish Crawford+23

CRMmade from

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

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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