Bespoke System Live

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
How we work

We sit with your business. We find the operational problem costing you the most. We build the system that fixes it.

The Problem

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.

What We Built

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.

What Changed

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.

Example deployment

One example. Built for a SaaS team with sales, support, finance and CSM. Your record mirrors your team shape and your source systems.

Customer
Lens

Solis International

Watch

Logistics 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 call
How it fits the three pillars

One record. Three jobs done against the same customer.

Automation

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.

Audit Trails

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.

Anomaly Detection

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.

Analytics

Not the primary focus for this system.

Next Step

Want one built for your business?

The first conversation is free. And useful either way.