Organisations

Layers

Layers build on each other and each one works on its own: turn on the next layer when you want it, turn it off when you don't. Turning off deletes no data.

1. Base

   “Let me keep my list in order.”

   List of organisations and people, contact and tax details; import and export

   • Model real connections with 5 relationship categories (company-tenant, company-company, person-tenant, person-company, person-person)
   • Relationships are not deleted; they close with an end date and history stays visible
   • Each company's customer status is worked out for you: new, current, former or prospect, from 12 months of invoices, won deals and relationship dates
   • Certification tracking across 14 categories — IT, project management, finance, HR, and more

2. Tracking

   “Let me not miss what happens when.”

   Interaction log, next step and reminder, organisation documents

   • Calls, e-mails, meetings, visits, LinkedIn and WhatsApp messages: every contact in one history on the company and the person
   • Each contact can carry a next step with a due date; its owner is reminded once when it comes due

3. Process

   “Let the work follow a rule.”

   Sales pipeline and stages, lead forms

   • An opportunity pipeline with your own stages; lost deals need a coded reason, and won deals keep why they were won: referral, expertise, price…
   • A lead form on a public link puts each enquiry straight into your pipeline as an opportunity
   • A weekly sales forecast by commit, best case and pipeline, compared over the last 8 weeks
   • Pipeline health flags deals past their close date, untouched for 30 days, or missing a date or amount

4. Control

   “Let me manage it and account for it.”

   Customer 360, customer journeys and stakeholder segments

   • Customer journeys as ordered stages, each with touchpoints on your channels and an expected outcome
   • Experiences and journeys tied to a target stakeholder segment and an owner