A renewal call goes wrong because Sales doesn't know there are three open tickets. Finance chases an invoice the CSM already negotiated. Support hears "we asked about that two weeks ago" — and they did. The answer landed in a different inbox. Four teams, four versions of the customer. The AE walks into the call already losing trust. The CSM doesn't know which channel went silent first. The customer is the one keeping them aligned — until the day they stop.
Unified Customer Record
One customer record, stitched from the systems that already hold the data. Every team sees the same customer.
- Industry
- B2B SaaS, financial services, multi-team service businesses
- Best for
- Companies whose sales, support, finance and CSM teams each keep their own version of the customer — and none of them quite agree
We sit with your business. We find the operational problem costing you the most. We build the system that fixes it.
One record per customer, stitched from the systems already in use. Sales, support, billing, product use, marketing — every event lands on the same timeline. Sales, Support, Finance and CSM each get a lens on it. The lens decides which events sit forward and which actions the team should run next. Every event is one click from the source system that produced it.
Account reviews stopped opening with "wait, what's the latest?". Cross-team handoffs stopped needing a 20-minute briefing. Customers stopped repeating themselves. Nobody has to keep two truths in their head anymore.
One example. Built for a SaaS team with sales, support, finance and CSM. Your record mirrors your team shape and your source systems.
Solis International
WatchLogistics holding · Sub-Saharan Africa
Unified timeline
One record · 8 events · CSM lens
Want one built for your business? The first conversation is free.
Book a discovery callOne record. Three jobs done against the same customer.
Events flow from the source systems on their own schedule. No team retypes the customer into the next tool. The record updates itself and the right lens lights up.
Every event on the unified record carries its source system. One click jumps to the full source record. Disputes get resolved by reading the timeline, not by reconciling four exports.
Failed payments, detractor NPS, breached usage thresholds, silent owners — every signal surfaces against the record. No team has to spot the pattern across four tools a week too late.
Not the primary focus for this system.
Want one built for your business?
The first conversation is free. And useful either way.