From first hello
to paid. And back again.

One customer story. One connected workspace. Build the CRM around the way your business actually runs.

Build your workspace Follow the full journey

One customer, all the way throughInteractive example · not a live account

Oak & Co.Customers / Maya Chen / Order 1042New enquiry

Maya Chen

Custom oak bed · Order 1042

Owner: Alex · Customer team
Value: Not quoted
Next step: Confirm dimensions with Maya

Customer briefOn the record

Maya Chen · Custom oak bed

King size · natural finish

Delivery requested in six weeks

Website enquiry received

A new customer. Not another loose end.

Give the enquiry a record, an owner and a next step. Keep the original conversation beside the work.

See connected conversations

1 / 6

Your business sets the structure.

A job isn’t always a deal. It might be a made-to-order bed, a client project or a service visit. Name the boards, columns and dropdowns to match the work.

Make it yours

▦

Customers and opportunities

Capture enquiries, ownership, requirements and next steps.

✓

Orders and delivery

Track specifications, assignments, deadlines and handovers.

＄

Invoices and payments

Bring customer payments, ACH, budgets and bank-linked accounting into the workspace, with the required setup.

Different businesses. The same building blocks.

Northline Studio / Custom ordersInteractive example

From order to delivery

Select a record. Switch the view. See how the work fits together.

ASJ

4 example records

Stage	Owner	Value
In production	AAlex	$2,400
Ready to deliver	SSam	$3,800
Design review	JJordan	$950
New order	AAlex	$1,200

Selected record

Walnut bed · King

Finish approved. Confirm the delivery window before dispatch.

Example activity

Design approved

Materials received

Production in progress

Explore example boards and records. These demonstrations use sample data.

Agents on staff

Get more done with agents and people.

Neo helps your team build, summarize and prepare the next step. Your people review the work and stay in control.

Illustrative Neo exchanges, not a live AI session.

Keep the customer context beside the next conversation.

Neo for customers

Customer follow-up

Prepare the next reply with the record in view.

Draft an update for our customer.

Here’s a draft to review before you send it.

Keep the conversation attached to the customer.

The brief, the promised date, the last reply. Give the next person the context they need without another status meeting.

Explore communications See outreach & follow-up

One record. A complete working history.

First enquiryCustomer briefQuoteDeliveryInvoiceNext conversation

Put the customer relationship and the work it creates in the same place.

Make the next step repeatable.

Set a trigger, add the conditions, choose the action. Keep the rules and responsibilities clear as your business grows.

Explore automations Follow the money

↗

Enquiry arrives

Give it an owner and a follow-up.

↗

Work changes stage

Let the right teammate know what happens next.

↗

Payment is due

Review the outstanding invoice and the customer conversation together.

Integrations

Plug into the tools your desk already runs on.

Conversations, documents, payments and connected services, alongside your daily work. Availability depends on your account, provider and setup.

Book a demo See all integrations

Finance has its own product.
Your business has its own possibilities.

Explore the specialist lending workflows that started Specter: intake, statement analysis, underwriting preparation, routing and servicing.

Explore the Finance product See industry starting points

One business or several.

Shape workspaces for different teams. Standard starts at $200/month with $100/user/month pricing. Enterprise starts at $600/month, with branding and domain mapping. Confirm seat allocation and usage with our team.

Compare plans and scope