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Jason Pengelly

Jason Pengelly

Person

Tamar Crossing Freight logo Tamar Crossing Freight · champion

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.

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

CRM records

OrganisationTitleRoleEmail
Tamar Crossing FreightCommercial Managerchampionjason.pengelly@tamarcrossing.example

Activity

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

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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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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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