01 / Relationships & follow-up
Customer context.
Clear next moves.
Contacts, enquiries, deals and follow-up in a shared customer management workspace.
Explore the project (opens in a new tab)The work & value02Potential at a glance
Additional confirmed work / month
Monthly contribution
12-month value after costs
Modelled payback
03Challenge & solution
Every detail.
One business goal.
Customer details, conversations and next actions often live in different places. A team needs to see where an enquiry stands and who is taking it forward.
Customer context, opportunity status and the next action become visible in one working view.
- 01
Capture that keeps its origin
Enquiries can enter through manual work, connected forms or conversation capture. The record retains context and source, with review before AI-assisted information becomes something the team relies on.
- 02
A pipeline for the actual work
List and board views give the team different ways to see progress. Stage, priority, owner and due action make the record useful as an operating tool, rather than a contact list people must interpret.
- 03
A clearer commercial handover
Customer history, notes and activity support the transition from enquiry to confirmed work. The next action remains explicit, so follow-up can be reviewed alongside the relationship.
- 04
Information architecture
Organise records around decisions, not just fields.
04Business value
Modelled impact.
Additional outcomes
18Additional confirmed work / month
Enquiry-to-confirmed-work rate
+5 ppPercentage-point change
Contribution after running costs
£1,010Monthly model
The operating journey
94Confirmed work
Return / investment
133.1%12-month model
Outcome mix
29%Scenario conversion
- Baseline outcomes24%
- Additional outcomes5%
- Other demand71%
Value after all modelled costs
£6,920Initial investment included
05The experience
The relationship.
In one view.
Customer context, opportunity status and the next action become visible in one working view.
Information architecture
Organise records around decisions, not just fields.
Workflow design
Make ownership, status and the next action visible.
Data quality
Review extracted details and potential duplicates before relying on them.
06The connected journey
From first intent
to useful action.
01Capture
Keep the enquiry and its origin together.
02Qualify
Review context, priority and the opportunity.
03Own
Assign an accountable next action.
04Progress
Carry the relationship into confirmed work.
07Technology & expertise
Built to
keep improving.
Product UX
An experience shaped around the user.
Business context
Information the team can maintain.
Connected workflows
People, records and the next action.
Measurement
Useful signals with clear definitions.
Human oversight
Review, ownership and operational judgement.
Pipeline & saved views
Work enquiries in a list or Kanban board, with filters, owners and configurable stages.
AI enquiry capture
Turn a pasted message into a contact and enquiry for the team to review.
Customer timeline
Keep notes, conversations and status changes together in the lead detail.
AI Smart Panel
Review suggested next actions and intent signals alongside the underlying enquiry.
Deals & fulfilment
Continue tracking won work through its delivery stages.
Reports & forecasting
Review the funnel, lost reasons, sources and account activity across a selected period.
Watch the product walkthrough
08Let's do this
What could we
build for you?
Bring us the business challenge. We’ll connect the strategy, experience and working product around it.