Solutions

One customer. Every team.

Sales, delivery, finance and support read the same live record.

Talk to us Open live CRM

Where it breaks

Pick the Tuesday that happened to you.

Same client, three systems

CRM, invoicing, then the shared inbox — four chances to spell it wrong.

Won in March, billed in May

The closer does not raise invoices. Finance never saw the win.

Scope changed. Invoice did not.

Nothing broke inside sales or finance — it broke in the gap.

Nobody knows what the job cost

Charge is clear. Margin is a timesheet, a folder, and memory.

Support lives in one inbox

History exists — under a person, not under a client.

Six vendors. Zero talk.

Six renewals, six admin panels, one ex-employee still inside.

Team reviewing shared customer work around a table

One record

Nothing breaks inside a team. It breaks between them.

CEDX removes the copies instead of syncing them.

Automatic Contact in CRM is already in Desk Automatic A won deal drafts its own invoice Structural One login per person Structural One bill for every app you switch on

Follow one job

Six stations. The client is typed once.

Enquiry

Email, form, or call becomes one company and one contact.

Proposal

Scope priced as lines against that record.

Signature

Signed on the quote — not a separate export.

Delivery

Job opens on the signed scope. Hours sit next to price.

Invoice

Won deal drafts the invoice. No re-key.

Support

Ticket opens with deal, scope, and payment status.

Replace your stack

Six logins out. One login in.

What stays

Email and calendarStay on Google or Microsoft.

Your accountantBooks and exports still leave for the firm that files.

Domain and brandClient mail and portals keep your name.

People and processRoles map to how you already hand work over.

Start with one

Buy the app that hurts. Add later.

Support specialist working a remote ticket

Support is the fire

Start with Desk. Tickets on a real customer record.

Finance huddle reviewing invoices and close numbers

Money is late

Start with Invoicing. Bills from won work, not re-typed lines.

Sales team reviewing pipeline on a shared screen

The client list is chaos

Start with CRM. One company row everyone else can read.

Timesheets filled in at the end of a delivery week

Jobs lose money quietly

Start with Projects. Hours against the signed scope.

Send the six bills.

What you pay now, how many people. Back comes replace, keep, and cost.

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