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Chapter 4 of 8 · Connected

Connected, not stitched

Most businesses connect their tools with exports, integrations and people. When the apps share one data model, the handoffs simply happen, and everyone sees the same customer.

Present this chapter

One record

The same customer, seen from every team

Coastal Freight is a customer in the showroom's demo company. Choose an app to see what it holds on the shared record, and what that looks like with separate tools.

Coastal Freight Co.

Customer · Transport and logistics · Botany NSW

Strategic

Sales, on the shared record

The deal, its decision-maker, every stage move and the forecast weight. When it's won, delivery starts from here.

With separate tools

Lives in the CRM. Delivery hears about the win in a forwarded email and re-enters the details.

Handoffs without the hand

One decision, carried all the way through

In a connected platform, each step starts from the last one's record. Nobody retypes the customer, and nobody waits for an email.

  1. SalesA deal is won
  2. ProjectsDelivery starts on the same customer
  3. SchedulingThe kickoff is booked with their contact
  4. ApprovalsProject spend is approved by the rules
  5. ServiceRequests arrive with full context
  6. InsightsReports read from the live records, not exported spreadsheets

Shared by every app

What every record gets, whichever app it lives in

  • One customer record

    Companies and contacts are shared by every app, so a change made once is right everywhere.

  • One timeline per record

    Comments, activities, attachments and tasks sit on the record they're about, whichever team added them.

  • Search across everything

    Find a customer, request, project or article from anywhere, limited to what you're allowed to see.

  • Work that finds you

    Approvals, assignments, comments and bookings arrive as tasks and notifications, not as emails to chase.

Win a deal and start deliveryHow it's kept secure