Solutions · Operations and platforms
Everything the organisation knows about a client, in one place
A shared record of every client, contact and interaction, with owners and follow-ups, so the relationship belongs to the organisation rather than to whoever holds the inbox. Deliberately lighter than the platforms that take a quarter to configure.
Use cases
Is this you?
Client knowledge usually exists. It is just scattered, and it leaves when people do.
History in personal inboxes
The full story of a client lives with one account manager, and disappears the week they hand in their notice.
Follow-ups that slip
Promised calls and quotes tracked in memory or on paper, so the client notices before you do.
Several teams, several versions
Sales, service and finance each keep their own view of the same client, and none of them agree.
Too much platform for the need
A large relationship platform was scoped, priced and shelved, because what the business needed was a shared record, not a six month implementation.
What it delivers
One record per client, kept up by the people who talk to them
Enough structure to be useful, and no more than people will maintain.
- A single record per client, with contacts, history and documents
- Every call, meeting and message logged against the client
- Named owners and follow-up dates, with reminders
- Segments and simple pipelines that match how you actually sell
- Role-based access, so each team sees what it needs
- A record of every change, so the history can be trusted
What we do around it
A record people actually keep up
Relationship tools rarely fail on features. They fail because nobody keeps them current. Most of what we do is about making that easy.
- Migration
- Existing contacts and history brought in from inboxes, address books and old systems, with duplicates resolved on the way in.
- Fit
- Stages, fields and segments shaped around how you sell and serve, rather than a generic sales funnel.
- Connection
- Linked to email, calendars, finance and support, so activity is captured without anyone logging it twice.
- Habits
- Short, role-specific training, so the record is maintained by the people who speak to clients.
- Growth
- When you outgrow it, a clean record and a clear route onward, because the data remains yours.
Pricing and demonstrations
Tell us how many places client history lives today
We will show you what it looks like with all of it in one record.
Priced by your size, users and the support you need. No tiers.