Bernard Haslam

Person

Bernard Haslam is Penwortham Mutual's COO and CRM economic buyer. He led the Enterprise discussions, said the team was ready to move to the order form, and holds a platform admin account created 28 May 2026.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Bernard Haslam is Penwortham Mutual's COO and CRM economic buyer. He led the Enterprise discussions, said the team was ready to move to the order form, and holds a platform admin account created 28 May 2026.

Role: COO at Penwortham Mutual, recorded in the CRM as economic buyer. He attended the discovery, proposal and negotiation calls, and has a platform user account with admin rights, created 28 May 2026.

Influence: He framed the problem as senior decisions losing days, and on the 27 Apr 2026 call said the team was ready to move forward. He asked to move the order form deadline to 18 May 2026 so legal could review. He asked 848 of 11275 questions over the last 12 months, 8%, and 722 of 11906 over the last 90 days, 6%.

Watch: The evidence does not show a signed order form, so the proposal remains an open item. Lynne Waring still has to take it to the board.

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

AImade from

CRM records

Organisation	Title	Role	Email
Penwortham Mutual	Chief Operating Officer	Economic buyer	bernard.haslam@penworthammutual.example

CRMmade from

Activity

12 May 2026email threadOrder form for signature Matteo Ricci, Bernard Haslam
29 Apr 2026email threadProposal discussion Matteo Ricci, Owen Tallis, Bernard Haslam, Clare Huddleston, Lynne Waring+2
27 Apr 2026callPenwortham Mutual / BG-Demo – Negotiation Matteo Ricci, Owen Tallis, Bernard Haslam, Clare Huddleston, Lynne Waring+2
16 Apr 2026eventBG-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Cian O'Leary, Jennifer Moua, Tyler Brookes, Sandra Neale, Clodagh Fitzgerald, Grant Mattner, Jens Maes, Gemma Varley, Timo Brand, Wayne Entwistle, Annika Lund, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard Haslam+32
7 Apr 2026callPenwortham Mutual / BG-Demo – Proposal Matteo Ricci, Clare Huddleston, Bernard Haslam
23 Feb 2026callPenwortham Mutual / BG-Demo – Discovery Matteo Ricci, Clare Huddleston, Bernard Haslam

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