Solutions · Operations and platforms
Everything your organisation knows about a client, in one place
A shared record of every client, contact and conversation, with owners and follow-ups. The relationship belongs to the organisation, rather than to whoever has the emails. It is deliberately simpler than large CRM platforms that take months to set up.
Use cases
Is this you?
Knowledge about clients usually exists, but it is scattered, and it leaves when people do.
History in personal inboxes
The full story of a client sits with one account manager, and disappears in the week they hand in their notice.
Follow-ups that slip
Promised calls and quotes are tracked in people’s heads or on paper, so the client notices a missed follow-up before you do.
Several teams, several versions
Sales, service and finance each keep their own record of the same client, and none of them agree.
More platform than you need
A large CRM platform was scoped, priced and then shelved, because the business only needed a shared record, not a six-month implementation.
What it delivers
One record for each client, kept up to date by the people who talk to them
It has enough structure to be useful, but no more than people will actually maintain.
- A single record for each client, with contacts, history and documents
- Every call, meeting and message logged against the client
- Named owners and follow-up dates, with reminders
- Client groups and simple sales stages 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 to date
Client record systems rarely fail because of missing features. They fail because nobody keeps them up to date, so most of our work is about making that easy.
- Moving your data
- We bring in existing contacts and history from inboxes, address books and old systems, and remove duplicates along the way.
- Fit
- We shape the stages, fields and client groups around how you sell and serve clients, rather than a generic sales process.
- Connection
- We link it to email, calendars, finance and support, so activity is recorded without anyone having to log it twice.
- Habits
- Short training for each role means the record is kept up to date by the people who speak to clients.
- Growth
- If you outgrow it, you have a clean record and a clear way to move on, because the data remains yours.
Pricing and demonstrations
Tell us how many places your client history is kept today
We will show you what it looks like with all of it in one record.
Priced according to your size, number of users and the support you need. There are no tiers.