Choose a sensible place to start

Starting options

Each option names what sits at the centre, what it needs and what can be added later. Every product shows its own current status.

Being in the same starting option does not mean two products exchange data. Each connection is labelled separately as demonstrated in testing, configured per deployment or planned.

• Customer record and sales

  One shared record of every customer, with enquiries turned into opportunities that each have an owner and a next step.

  Suits: Sales teams and owners who lose track of enquiries between spreadsheets, phones and personal inboxes.

  Included

  • iConnect CRMControlled rollout
  • Leads & Sales (iSales)Controlled rollout

  Required

  No further product confirmed as required. Your demo confirms the exact set.

  Optional

  • Shared Inbox (iConnect Inbox)Controlled rollout

  What else it needs: Starts from your contact data, imported or entered. Shared conversations can be added where the team works from messages.

  Related solutions

  • Every enquiry becomes an opportunity with an owner and a next step

  Bring a few real enquiries. We walk through how they would be recorded, owned and followed up in your team.

  Request a tailored demo of this option: Customer record and sales

• Field team

  Check-ins and visit outcomes recorded against the customer, so managers see what happened in the field without chasing calls.

  Suits: Companies with representatives who visit customers, and managers who need each visit to end in a recorded outcome.

  Included

  • Field Sales (iField)Controlled beta

  Required

  • iConnect CRMControlled rollout

  Optional

  • Leads & Sales (iSales)Controlled rollout

  What else it needs: Runs on the shared customer record. Representatives use a phone with a web browser and allow location for check-in.

  Related solutions

  • Every visit ends in a recorded outcome and a clear next action

  Tell us how your representatives record and report visits. We show check-in and outcome recording for your situation.

  Request a tailored demo of this option: Field team

• Service team

  Customer conversations in one shared place, each with an owner and a status, and suggested reply drafts that a person reviews before anything is sent.

  Suits: Service and support teams answering customers on messaging channels who need clear ownership and consistent answers.

  Included

  • Shared Inbox (iConnect Inbox)Controlled rollout
  • AI Support (iSupport AI)Controlled rollout

  Required

  • iConnect CRMControlled rollout

  Optional

  • iQualityRoadmap

  What else it needs: Needs a messaging channel connected for your deployment and an approved knowledge base that drafts are written from. Drafts are prepared for WhatsApp conversations only.

  Related solutions

  • Every customer conversation has an owner, the right context and a reviewed answer

  Share the questions your team answers most. We show how a conversation is owned, drafted from approved knowledge and reviewed by a person.

  Request a tailored demo of this option: Service team

• Coordinated growth

  Research, engagement and sales follow-up coordinated around the shared customer record, with a named person responsible at each hand-off.

  Suits: Companies that want growth activity to reach the sales team as owned opportunities rather than as separate lists and reports.

  Included

  • iConnect Growth EngineRoadmap
  • iGrowthRoadmap
  • iEngageRoadmap

  Required

  • iConnect CRMControlled rollout
  • Leads & Sales (iSales)Controlled rollout

  Optional

  • iFlowRoadmap
  • iSightRoadmap
  • iKPIRoadmap
  • iSEO & OutreachRoadmap

  What else it needs: Works through the shared customer and sales records rather than a separate database. Needs agreed data sources and company-owned marketing accounts. Measurement and workflow components are optional.

  Related solutions

  • Research, nurturing and sales work from the same prospects, with a clear owner at each step

  Tell us where your growth activity breaks down today. We show which components fit and which connections are demonstrated in testing, configured per deployment or still planned.

  Request a tailored demo of this option: Coordinated growth

• Performance and reporting

  Agreed measures, scorecards and summaries across departments, so managers discuss the same picture and agree owned improvement actions.

  Suits: Leadership and operations teams who spend too long assembling reports and still disagree on what the measures mean.

  Included

  • iKPIRoadmap
  • iSightRoadmap

  Required

  No further product confirmed as required. Your demo confirms the exact set.

  Optional

  • iFlowRoadmap

  What else it needs: Needs agreed definitions for each measure and the source records behind them, configured for your deployment. Routing approved actions to their owners is planned and not built yet.

  Related solutions

  • See where work waits between departments, act on it and measure what changes

  Bring the reports your managers rely on. We show how measures, scorecards and summaries would be set up, using example data.

  Request a tailored demo of this option: Performance and reporting

• Client review and approval

  Work shared with clients for comment and approval in one place, with a clear record of who approved which version.

  Suits: Agencies and service teams whose approvals get lost in email threads and messages.

  Included

  • iReviewRoadmap

  Required

  No further product confirmed as required. Your demo confirms the exact set.

  Optional

  • iFlowRoadmap
  • iConnect CRMControlled rollout

  What else it needs: Needs the client contacts who review and the items to be reviewed. Access requirements are confirmed during scoping. Workflow routing and a link to the shared customer record are planned and not built yet.

  Related solutions

  • Keep every client decision with the right version and make the next action clear

  Describe how your clients review work today. We discuss how review and approval would be organised for your team.

  Request a tailored demo of this option: Client review and approval