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Platform tour

From scattered records to a decision.

Follow one customer through the whole stack in six short chapters: the data, the integration, the AI, and each role.

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Chapter 1 of 6

Start with the data you already have.

It already exists. It is just spread across systems that were never meant to agree, and one customer rarely has the same name twice.

You give usExports of customers, contracts, tickets, invoices and product ownership, plus any other data you want on the record, such as an ERP extract. Files are enough to start.
What changes for youNothing in your systems. We read, we do not write.

Chapter 2 of 6

We integrate it, and check it before we build on it.

Contract terms are pulled out with their clause. A readiness check protects you from a failed project.

TermValueSource
Uptime99.9% each month§4.1, page 6
Severity 1 responseWithin 60 minutes§4.5, page 8
Cancellation90 days’ notice, 50% of remaining fees§12.2, page 14
Renewal and price60 days’ notice, increase capped at 5%§2.3, page 3
LiabilityFees paid in the prior 12 months§11.2, page 13
  • PassCustomer IDs match across systems
  • PassContract dates and terms read correctly
  • ReviewProduct names mapped to one catalog
  • PassInvoices linked to their contracts

Illustrative checks. In a pilot, anything that does not pass goes to a person, and we stop if the data is not ready.

You give usA few hours to confirm the product catalog and naming rules.
You get backA clean, joined dataset you can see and correct, and a clear go or stop.

Chapter 3 of 6

One record for every customer, readable in two seconds.

Record, contract, support and payments side by side. Select any cell in the product to see the evidence.

Needs a decision

Cedarwell Health

A reply is due in 30 minutes. Hold the add-on offer.

Illustrative sample data.

You give usNothing more. This is built from the data in chapter 2.
You get backThe same joined view for every account, refreshed on a schedule.

Chapter 4 of 6

AI on top, so people can ask in plain language.

Ask a question and get an answer that cites the record it came from. Then open the evidence.

What uptime SLA do we owe Harborline Labs?

99.9% each month, excluding scheduled maintenance 1. Below that, the customer receives a 5% credit on that month’s fees 2. A Severity 1 incident needs a first reply within 60 minutes 3. Evidence ›

Contract intelligence

Every term, with its clause.

Promise vs. reality

Tickets checked against the contract, before a breach.

Next-product ideas

What similar customers bought, held back when something says wait.

Ticket automation

Route, suggest, draft a fix, escalate with context.

RecommendsRanked, with evidence shown.
You decideAccept, defer or reject.
It learnsOutcomes feed back in.
An evidence panel showing why a response target was missed, with the clause, timeline and next steps
You give usYour knowledge-base articles, if you want ticket suggestions.
You get backAnswers you can check, and a draft for every action. Nothing is sent without a person.

Chapter 5 of 6

Delivered to each role, showing only what they need.

The same record, different views. Dollar amounts are visible only to the roles that should see them. Invited users can open the demo as any role.

One customer record
Executive
Sales
Finance
Operations
Legal
Super user

Chapter 6 of 6

Proven on your data, with measures agreed up front.

We capture a baseline from your own history, agree the targets with you, then measure the pilot against them.

1

Baseline

From your history and a short timing exercise.

You decide: agree the targets

2

Pilot

Six to eight weeks on one customer base.

You decide: keep going

3

Review

A measured result and a subscription decision.

You decide: subscribe or stop

Account prep timeHours per account review, before and after
Cross-sell attach rateProducts per account in matched industries
Contract answer timeMinutes to answer an SLA or terms question
Breaches caught earlyService-level misses flagged before they are due

What we need to begin

  • Customer listWith owners and industry
  • Product ownershipWho owns what, with dates
  • ContractsMaster agreements and order forms
  • InvoicesBilled, paid and overdue
  • Support ticketsSeverity and resolution
  • Knowledge baseOptional, for ticket suggestions
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Questions

What buyers ask first.

Does it replace our CRM?

No. It sits on top of your existing CRM and billing as a layer, and can write recommendations back into the CRM as an add-on module.

What data do we need to start?

Customer records, contracts or order forms, billing and invoices, and support tickets. We start from file exports in days and move to live connectors later. A data-readiness check comes first, and we stop early if the data is not ready.

Who does the integration?

We do. Connecting the data, building the customer record, and putting the AI on top are one engagement with one accountable team.

How fast can we see results?

Standard connectors and a configuration template keep onboarding to days or weeks. A pilot runs six to eight weeks, with success measures agreed up front. We do not promise results before they are measured on your data.

How is our data handled?

Under data-processing terms, with no training on client data and an audit trail. Each role sees only what it needs.

Will it contact our customers?

No. It drafts for the account owner to edit. Nothing leaves without a person sending it.

How is it priced?

We start with a fixed-fee pilot, credited against your first subscription if you continue. Details on a call.

Is this regulatory KYC?

No. “Know your customer” here means a complete view of the customer for revenue teams. Compliance and anti-money-laundering are out of scope.