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THE SYSTEM
What we built
A customer intelligence platform: each customer gets its own space for contacts, activities, invoices and notes, grouped under entities with cross-entity access control.
Built forFinancial services
StatusDelivered to client
INSIDE THE SYSTEM
Colour-coded customer list
Rich filters and colour coding get you to the right customer instantly.
One space per customer
Contacts, activities, invoices and more managed inside each customer's own section.
Hints & general info
Key company information surfaces right where you work — no page-hopping.
Entities & separation
Customers grouped under entities; users can be granted visibility across all of them.
Reporting your way
Customer information, activity logs and invoices — filtered and exported however the team needs.