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Tamar Crossing Freight logo

Tamar Crossing Freight

Prospect£0Negotiation · £28k/yr
made from

AI facts

As at Fri 9 Oct 2026

Tamar Crossing Freight is a prospect with no executed order form, no ARR and no invoices. The 7 Sep 2026 proposal quotes a Starter implementation of £6,000 and a Year 1 subscription of £22k, £28k in total. There is no tenant, so no usage is on record. The open new-business deal is in the negotiation stage in the CRM, with an expected close of 30 Oct 2026, and a negotiation call is booked for 14 Oct 2026. The order form sent on 2 Oct 2026 is unsigned.

Read from 5 calls · 4 email threads · 1 news items · 1 deals · 3 people · 2 documents, newest 5 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryLogisticsSource: CRM company record
  • Websitetamarcrossing.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityPlymouthSource: CRM company record
  • Size300 employeesSource: CRM company record
  • CRM ownerSophie LingSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because both decision-makers are engaged but nothing is signed. Sarah Northcott wants a first-year price under twenty-five, and the customer has been quiet since 5 Oct 2026. A management change announced on 5 Oct 2026 may shift the sponsor. Closing Starter by 30 Oct 2026 is the opportunity.

SignalsDocument roll-upTamar Crossing Freight / BG-Demo – NegotiationOrder form for Tamar CrossingTamar Crossing Freight / BG-Demo – ProposalTamar Crossing Freight Announces Management Changes

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealNegotiation · £28,000Source: CRM deal Tamar Crossing Freight – New · new deal · Expected close 30 Oct 2026 · Owner Sophie Ling
  • Last contact5 Oct 2026Email: Order form for Tamar Crossing · 4 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Sophie Ling sends Sarah Northcott the updated Starter proposal with the first-term discount and one settled set of terms before the 14 Oct 2026 negotiation call. proposal
Who
Sophie Ling Sophie Ling
When
This week by 9 Oct 2026
Why
Sophie Ling should send Sarah Northcott the updated Starter proposal, with the first-term discount and settled terms, before the 14 Oct 2026 call. She should also ask who sponsors the deal after the 5 Oct 2026 management change.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: a £28k first-year Starter deal is at the CRM's negotiation stage, with expected close on 30 Oct 2026. The order form sent on 2 Oct 2026 is unsigned, the Finance Director wants a lower price, and there has been no reply since the 5 Oct 2026 chase.

Prospect status for Tamar Crossing Freight: nothing is executed and there are no invoices. The open Starter deal, £28k for year one, is at the CRM's negotiation stage with expected close on 30 Oct 2026.

There is no platform tenant, so no usage or tickets are on record. Jason Pengelly, the Commercial Manager, has attended all four calls as champion and expects three or four users. Sarah Northcott, Finance Director, is the economic buyer.

Sarah wants a first-year price under twenty-five, and the order form sent on 2 Oct 2026 is unsigned, with no reply since the 5 Oct 2026 chase. A management change announced that day names no one.

Sophie Ling should send Sarah the updated Starter proposal, with a first-term discount approved by Owen Tallis and one settled set of terms, before the 14 Oct 2026 call at 13:15, and ask who now sponsors the deal.

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

AImade from

ARR journey

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

Accountingmade from

Finance read

As at Fri 9 Oct 2026

Prospect, one open deal in negotiation

Standing No invoices

Tamar Crossing Freight has no ARR and no billing. One open new-business Starter deal is in negotiation, with a deal amount of £28k and an expected close of 30 Oct 2026. It is a forecast, not a win.

  • No order form, so no ARR
  • Open Starter deal in negotiation
  • Expected close 30 Oct 2026
The analysis

Recurring revenue: No order form has started, so there is no ARR. The CRM shows £0 over one record at the opportunity stage, and the invoiced run rate is £0.

Next commitment: None is contracted. The open deal has an expected close of 30 Oct 2026.

Billing: There are no invoices, so nothing is overdue or disputed.

Deals: The open new-business Starter deal is in negotiation, with a deal amount of £28k and an annual value of £22k. Sophie Ling owns it and HR shows her as active.

Tamar Crossing Freight – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

AImade from

Platform usage

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

Usagemade from

Documents

Updated 9 Oct 26

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

  • 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

DealStageAmountClose
Tamar Crossing Freight – Newnegotiation£28,00030 Oct 2026
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 14 Oct 2026upcoming callTamar Crossing Freight / BG-Demo – Negotiation Sophie Ling, Owen Tallis, Sarah Northcott, Jason PengellyTamar Crossing Freight logoSophie LingOwen TallisSarah Northcott+1
  • Held
  • 5 Oct 2026newsTamar Crossing Freight Announces Management Changes Tamar Crossing Freight logo
  • 2 Oct 2026email threadOrder form for Tamar Crossing Sophie Ling, Owen Tallis, Sarah Northcott, Jason PengellyTamar Crossing Freight logoSophie LingOwen TallisSarah Northcott+1
  • 2 Oct 2026callTamar Crossing Freight / BG-Demo – Negotiation Sophie Ling, Owen Tallis, Sarah Northcott, Jason PengellyTamar Crossing Freight logoSophie LingOwen TallisSarah Northcott+1
  • 28 Sep 2026email threadContract terms discussion Sophie Ling, Sarah NorthcottTamar Crossing Freight logoSophie LingSarah Northcott
  • 22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Kirsty Hepworth, Gillian Thewlis, Rhys Gulliver, Imran Qureshi, Liz Waddington, Noor el Amrani, Amy Royle, Gail Moorcroft, Nathan Hulme, Lorna Cairns, Vincent Ackerley, Orla Mannion, Glenn Wojcik, Pauline Northey, Marisol Ybarra, Monique Jefferson, Dennis Mrozek, Jens Krause, Kristen Haugen, Gijs Koster, Marie Wouters, Mette Kjær, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana KurtzAlice BrewerLouise PringEamon Burke+55
  • 10 Sep 2026callTamar Crossing Freight / BG-Demo – Proposal Sophie Ling, Jason Pengelly, Sarah NorthcottTamar Crossing Freight logoSophie LingJason PengellySarah Northcott
  • 7 Sep 2026documentTamar Crossing Freight - Proposal Sophie LingTamar Crossing Freight logoSophie Ling
  • 2 Sep 2026email threadProposal review Sophie Ling, Jason PengellyTamar Crossing Freight logoSophie LingJason Pengelly
  • 2 Sep 2026documentTamar Crossing Freight - Proposal v1 Sophie LingTamar Crossing Freight logoSophie Ling
  • 12 Aug 2026callTamar Crossing Freight / BG-Demo – Demo Sophie Ling, Theo Gallagher, Jason PengellyTamar Crossing Freight logoSophie LingTheo GallagherJason Pengelly
  • 16 Jul 2026callTamar Crossing Freight / BG-Demo – Discovery Sophie Ling, Jason PengellyTamar Crossing Freight logoSophie LingJason Pengelly
  • 14 Jul 2026email threadSchedule discovery call Sophie Ling, Jason PengellyTamar Crossing Freight logoSophie LingJason Pengelly
  • 15 Jun 2026dealTamar Crossing Freight – New Sophie Ling, Jason PengellyTamar Crossing Freight logoSophie LingJason Pengelly
  • 25 Feb 2025eventRevenue leaders roundtable Sofia Marchetti, Toby Rickard, Oliver Pennock, Alexander Vallance, Asif Jagger, Steven Holroyd, Matthew Grice, Pieter de Groot, Craig Holt, Tina Goddard, Susan Tweddle, Jas Dhillon, Troy Wendt, Glen Nuttall, Timo Brand, Claire Vasseur, Douglas Entwistle, Diane Hirst, Lukas Brandl, Morag Galbraith, Vincent Ackerley, Tessa Goring, Mads Mortensen, Pat Clixby, Lien Peeters, Anders Holm, Lachlan Hutchinson, Tomasz Wiśniewski, Clara Hoskins, Kirsteen Boyd, Trevor Mayhew, Sinead Maguire, Paul Ottaway, Jade Kenwright, Liam Corner, Vikram SethiSofia MarchettiToby RickardOliver Pennock+33
  • 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, Fraser Moncrieff, Lynn Staniforth, Sunita Rana, Lynne Featherstone, Janet Readman, Aoife Tuohy, Anders Thomsen, Kieron Bache, Lewis Tait, Luke Kershaw, Megan Entwistle, Graeme Charlton, Priscilla Bowen, Hamish CrawfordSofia MarchettiOrla KeaneKenny Lockhart+30
CRMmade from

Contacts

CRMmade from

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
  • Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Tamar Crossing Freight's pages are written from 4 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 12 AI summaries of 13 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 5 pages. 3 AI records in this trail are not written yet.

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

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz 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.

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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
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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-Viz is the tool that reads its data.

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