B-Viz
Nicholas Pengelly

Nicholas Pengelly

Person

Yealmpton Accountants logo Yealmpton Accountants · Economic buyer

Managing Partner and economic buyer at Yealmpton Accountants. He signs the Starter renewal and is questioning the £22k figure against £20k, citing low usage. The order form was unsigned at the last record, with the term ending 22 Sep 2026.

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Who they are

Insight

As at Fri 9 Oct 2026

Managing Partner and economic buyer at Yealmpton Accountants. He signs the Starter renewal and is questioning the £22k figure against £20k, citing low usage. The order form was unsigned at the last record, with the term ending 22 Sep 2026.

Role: Managing Partner in Plymouth, recorded in the CRM as economic buyer. He has a platform user account created 30 Sep 2024, not an admin. He was on five calls and eight email threads, with no tickets.

Influence: He is the signatory and takes decisions to the partners. He brought in Roger Yeo, the finance partner, for the numbers on the renewal. He asked for the price in writing to show the partners.

Watch: On the 17 Aug 2026 call he called the rise a big jump for a team barely using it. On 3 Sep 2026 he still wanted usage figures before signing. He asked 134 of 2450 questions in the last 90 days, 5%. The evidence does not show the renewal outcome.

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

AImade from

CRM records

OrganisationTitleRoleEmail
Yealmpton AccountantsManaging PartnerEconomic buyernicholas.pengelly@yealmpton.example
CRMmade from

Activity

  • 3 Sep 2026email threadRenewal order form for signature Priya Raman, Nicholas PengellyYealmpton Accountants logoPriya RamanNicholas Pengelly
  • 17 Aug 2026callYealmpton Accountants / BG-Demo – Renewal Daniel Okafor, Priya Raman, Nicholas Pengelly, Roger YeoYealmpton Accountants logoDaniel OkaforPriya RamanNicholas Pengelly+1
  • 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, Rhys Gulliver, Imran Qureshi, Meredith Sullivan, Sanne Verhoeven, Stephen Arden, Amy Royle, Gail Moorcroft, Lukas Brandl, Niamh Fahy, Eoin Burke, Nicholas Pengelly, Marisol Ybarra, Siobhán Dunne, Gráinne Lynch, Maarten Zwart, Anouk Bosman, Claudia Becker, Lucas Goossens, Kendra Oakes, 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 IdrissiAlice BrewerCallum ReidFran Whiting+53
  • 1 Jul 2026callYealmpton Accountants / BG-Demo – Check In Daniel Okafor, Nicholas PengellyYealmpton Accountants logoDaniel OkaforNicholas Pengelly
  • 24 Jun 2026email threadRenewal notice for Yealmpton Accountants Daniel Okafor, Priya Raman, Nicholas PengellyYealmpton Accountants logoDaniel OkaforPriya RamanNicholas Pengelly
  • 24 Jun 2026dealYealmpton Accountants – Renewal Priya Raman, Nicholas PengellyYealmpton Accountants logoPriya RamanNicholas Pengelly
  • 18 Jun 2026eventBG-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Malcolm Hebden, Wouter Smits, Alexandra Peck, Margaret Crisp, Kiran Bassi, Nicholas Pengelly, Erin Gallant, Birgit Wolff, Claire Ogden, Johan Berglund, Juliet Ambler, Lawrence Chen, Femke de Wit, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia HartmannAlice BrewerNaomi FordhamGemma Yates+38
  • 7 Jun 2026email threadInvitation: BG-Demo webinar on 18 Jun 2026 Alice Brewer, Nicholas PengellyYealmpton Accountants logoAlice BrewerNicholas Pengelly
  • 4 Sep 2025email threadRenewal order form for Yealmpton Accountants Priya Raman, Nicholas PengellyYealmpton Accountants logoPriya RamanNicholas Pengelly
  • 15 Aug 2025callYealmpton Accountants / BG-Demo – Renewal Daniel Okafor, Priya Raman, Nicholas Pengelly, Jenny Trethewey, Roger YeoYealmpton Accountants logoDaniel OkaforPriya RamanNicholas Pengelly+2
  • 13 Aug 2025email threadScheduling the renewal call Daniel Okafor, Nicholas PengellyYealmpton Accountants logoDaniel OkaforNicholas Pengelly
  • 17 Jul 2025eventBG-Demo webinar Alice Brewer, Dean Hargreaves, Dale Prescott, Ed Duckworth, Ravi Atherton, Lee Hathaway, Tina Goddard, Nathan Booth, Phil Royston, Hugo Bacon, Ricky Blanchard, Tamika Harris, Gillian Thewlis, Amy Royle, Ailsa Pringle, Bas Vermeulen, Eva Mulder, Linda Barraclough, Brian Kilvington, Nicholas Pengelly, Robin Gittins, Joyce Ainscough, Vicky Brearley, Anders Kjær, Anders Mortensen, Noor Bos, Stuart Haworth, Becky Tattersall, Nils Behrens, Tracey Bainbridge, Anja PohlAlice BrewerDean HargreavesDale Prescott+28
  • 24 Jun 2025email threadRenewal of your Starter subscription Daniel Okafor, Priya Raman, Nicholas PengellyYealmpton Accountants logoDaniel OkaforPriya RamanNicholas Pengelly
  • 20 Mar 2025eventBG-Demo webinar Sofia Marchetti, Ed Duckworth, Elliot Allott, Helen Varley, Jennifer Moua, Megan Ibbotson, Poppy Hewins, Signe Mortensen, Tariq Mahmood, Lauren Bickerstaff, Josh Fairburn, Carl Ibbotson, Vincent Ackerley, Ellie Marchant, Nicholas Pengelly, Janet Readman, Lily Harker, Annika Lund, Uwe Hartmann, Philippa Dalzell, Bernd Zimmermann, Asif Illingworth, Brandon Sullivan, Claire Chevalier, Steve Greenhalgh, Jade Riley, Saskia Mendes, Wes Jago, Femi Olatunji, Ruud Verhoeven, Abi CoombesSofia MarchettiEd DuckworthElliot Allott+28
  • 9 Mar 2025email threadInvitation to our March webinar Sofia Marchetti, Nicholas PengellyYealmpton Accountants logoSofia MarchettiNicholas Pengelly
  • 5 Sep 2024email threadOrder form for signature Priya Raman, Nicholas PengellyYealmpton Accountants logoPriya RamanNicholas Pengelly
  • 23 Aug 2024callYealmpton Accountants / BG-Demo – Negotiation Priya Raman, Owen Tallis, Nicholas PengellyYealmpton Accountants logoPriya RamanOwen TallisNicholas Pengelly
  • 6 Aug 2024callYealmpton Accountants / BG-Demo – Proposal Priya Raman, Jenny Trethewey, Nicholas PengellyYealmpton Accountants logoPriya RamanJenny TretheweyNicholas Pengelly
CRMmade from

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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.

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