Steve Yates

Person

Steve Yates is a Client Services Manager at Penvarra Digital, recorded in the CRM as a user. He was positive at the 21 Sep 2023 Starter demo and was invited to a dashboards webinar on 16 Jul 2026. Influence on decisions is not shown.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Steve Yates is a Client Services Manager at Penvarra Digital, recorded in the CRM as a user. He was positive at the 21 Sep 2023 Starter demo and was invited to a dashboards webinar on 16 Jul 2026. Influence on decisions is not shown.

Role: CRM contact at Penvarra Digital, Bristol, with CRM role user. The record shows one call, one email thread, no tickets and no deals.

Influence: at the 21 Sep 2023 demo Steve said the cross-system question matched what the team wanted and called the demo "genuinely useful". Toby Lister asked about the numbers, so commercial questions sat with Toby, not Steve.

Watch: Alice Brewer invited Steve to the 16 Jul 2026 dashboards webinar, and no response is recorded. Dashboards builder is a Growth feature, so interest is not shown but could touch tier fit.

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

AImade from

CRM records

Organisation	Title	Role	Email
Penvarra Digital	Client Services Manager	user	steve.yates@penvarra.example

CRMmade from

Activity

16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Imran Qureshi, Siobhán Dunne, Gráinne Lynch, Lucas Goossens, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El Idrissi+38
30 Jun 2026email threadBG-Demo webinar, 16 Jul 2026 Alice Brewer, Steve Yates
21 Sep 2023callPenvarra Digital / BG-Demo – Demo Tom Ashdown, Tobias Renwick, Toby Lister, Steve Yates+1

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