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Find the complete picture.
Bring contacts, service addresses, agreements and account history into one view. Help people see what matters before replying or taking action.
AI-native CRM Planned
Every customer.
The full picture.
Bring accounts, sites, agreements and service history together. Give your team AI assistance to find the right context, prepare work and follow through.
Part of the wider platform roadmap. The first voice service connects to your existing CRM.
CUSTOMER WORKSPACEConcept
One account.
The whole relationship.
Sites, services and the work still to do.
OverviewService historyFollow-up
COLLECTION ENQUIRY
Find the service record and the customer’s question.
TEAM HANDOVER
Keep the next action with the right owner.
Show the follow-ups that need me.
A customer record that connects
The context behind
every conversation.
A service relationship spans more than a contact. The planned CRM connects the customer to the places, assets and commitments that shape their service.
Ask for the work you need.
Use plain language to find open cases, prepare a customer update or organise follow-ups. Show the information behind a suggested answer.
Keep the next step visible.
Connect enquiries to an owner, an agreed action and a recorded outcome, so a handover does not turn into another search.
One account, many moving parts
See the customer
in the operation.
A business account may cover several sites, different collection services and multiple people. The record should make those relationships useful in everyday decisions.
- Sites and services.Know which address, service and agreement a request belongs to.
- Containers and jobs.Connect the physical asset to the promised service and its history.
- Conversations and follow-up.Keep the reason for a decision next to the work it creates.
Customer relationshipThe account
WhereSites & contacts
What’s agreedServices & contracts
What happenedJobs & evidence
What’s nextCases & follow-up
Concept structure for the planned CRM.
Commercial workflows / planned
Carry the context
into the account.
Re-entering job details, checking the contract and chasing missing paperwork takes time. We’re designing agents to carry completed service into billing review and approved account updates, with a record of each action.
Quotes & agreements.
Help teams gather the service requirements and prepare commercial work for review. Keep exceptions and approvals with the record.
Service & billing.
Match completed work to the contract, chase missing service evidence and prepare the billing update. Submit approved changes through supported connections and check the result.
Renewals & next steps.
Create follow-up tasks from agreed next steps, track outstanding responses and bring overdue decisions to the account owner. Keep the history up to date as work progresses.
Adopt it when it fits. Native CRM and commercial workflows are separately scoped roadmap capabilities. We can start the conversation with how your current team and systems work.
Let’s start with your operation
What’s your team
still doing by hand?
Show us the steps, the systems and the follow-up. Let’s find a practical place to start.