CUSTOMER RECORD № 00847 · OPENED 09:14
Every customer is one record. This is the record.
Sales, service and people write to the same ledger — so a quote, the complaint about it, and the hire it justified are three lines of one story, not three systems.
ON THE LEDGER
THE RECORD, LIVELEAD → INVOICE · 11 DAYS
Three sides of the same customer.
One seat sees all three. You don't buy a person twice because they do two jobs.
01 · SALES
Quote to cash
Pipeline, quotes built from the last order, approvals, order lines, dispatch tracking and the invoice — all on one account.
pipeline · quotes · orders
dispatch · invoices
dispatch · invoices
02 · SERVICE
Tickets that know the order
Complaints land on the exact order line, with an owner, an SLA clock, and the sales history one scroll away.
tickets · SLAs · field visits
escalations
escalations
03 · PEOPLE
Hiring next to the work
Roles, candidates and interview loops sitting beside the accounts and routes those hires will actually serve.
roles · candidates
interview loops
interview loops
One record, one history, one owner at every step.See how seats are priced →
THE LEDGER · LEAD TO INVOICE
One enquiry, seven lines, nothing re-typed.
This is the handover most systems quietly lose a line item at. Each step writes to the record the last one opened.
01EnquiryA form fill becomes a record in one hop, matched to the account that already bought twice.
02QuoteLine items, pricing and last time's discount come off the record. Approval routes itself.
03OrderThe quote becomes an order on the same record — same lines, same quantities, same customer.
04DispatchTracking sits on the record, so “where is it?” gets answered by whoever picks up the phone.
05InvoiceRaised against the record it was quoted on, so sold, shipped and billed are the same number.
06TicketService opens against the exact item, SLA running, sales history attached. No “resend the PO”.
07HireDemand rises, so you hire against the account — in the same system that shows who they'll serve.
NO FEATURE PAYWALLS
Everything ships on every plan.
Workflow automation, custom modules, blueprints and analytics come with every plan, not just the expensive one. You pay for seats and how much you hand to AI, never to unlock a feature.
automationcustom modulesblueprintsanalyticsroles & permissionsaudit history
WHAT COMES WITH IT
Mobilefield-ready on phones
Reportspipeline, SLA, hiring
API & webhookspush and pull anything
Onboardingpackages available
Supporthumans, your hours
Minimum five seats. Monthly or annual, and the whole record on day one.
See pricing →“What impressed me the most is their responsiveness and willingness to support us with implementation, customizations, and any modifications required to suit our business processes.”
CADMEISTER TECHNOLOGIES
Manjunath Habalakatti
Director of Sales
Director of Sales
EXTENDS INTO
See the record on your own data.
Twenty minutes, one enquiry walked end to end. Or start a 14-day trial — no card, five seats, the whole record.