Respond to the case closest to breaching its target
CRMSoftware shaped around your working day
Bespoke CRM development.
Built around your business.
Own a CRM that connects your customers to the work you deliver. Try nine working examples, compare the cost of subscriptions, and see what changes when your software follows your business.
Software you ownNo Sep17 licence per userA fixed date agreed in phase two
Same foundation. Different working day.
Choose the business. Watch the CRM change.
One standard CRM. Eight examples of what changes when it is built around your industry.
Built for customer services.
First-response clocks follow business hours and recorded pauses. Escalations track promised updates and reviewed resolutions; approved knowledge articles preserve the answer for the next customer.
What changes from the standard CRM
- 01Cases attached to the whole customer history
- 02Priority and response targets in the record
- 03Resolution checks and customer follow-up
Put these workflows to work for your business. Your CRM is designed around your own team, records and priorities.
Request your CRM quote ↗Real interactions. Fictional people and figures.
Explore freely. Changes stay in this browser; no emails, payments or customer systems are connected. Industry checks illustrate an agreed workflow, not legal or safety certification.
Customer services CRM demonstration
Customer services: case to resolution
Give the colleague answering a customer the whole story. Keep the case, owner and follow-up attached to the relationship, then check that the resolution actually helped.
Follow a real business process
Resolve Alder's delayed delivery
A timely recorded response, accepted resolution and reviewed answer for the next customer. Start the guided walkthrough above, make each decision and see the working dashboard and report change. Your main example keeps its saved changes.
- 01
Record the enquiry
Alder reported a delayed delivery on Friday at 15:00. At the demonstration clock, Monday noon, its four-business-hour response target has been exceeded.
- 02
Triage the customer's case
Review service entitlement and keep the complaint with its case owner. The existing response clock stays visible while investigation begins.
- 03
Record the first response
Record the reviewed response sent at 10:00 on Monday: 180 business minutes after receipt. The first-response breach clears because the evidence is within the four-hour target.
- 04
Investigate and propose the resolution
Confirm the carrier handover issue and agree a reviewed delivery update. Keep the cause, resolution and promised update together.
- 05
Confirm the customer accepted it
Record the customer's confirmation before resolving the case. The case leaves the active queue and opens its resolution follow-up.
- 06
Close the complaint and share the answer
Review complaint closure, publish the approved delivery-status answer and complete the follow-up. The escalation leaves the open total while its evidence remains available.
A support team balancing today's promises.
Resolved cases show completed responses and reviewed resolutions. The active queue includes an overdue access problem, a first response nearing its target, a customer waiting state and a complaint with an update promised today.
Keep the promised update with its responsible owner
Turn reviewed resolutions into maintained answers
Explore a fictional working day on 12-10-2026: completed work, active customer delivery and the next enquiry, all connected to the dashboard and reports above.
01
Cases attached to the whole customer history
Your customer record includes case category, response priority, response target in hours.
02
Priority and response targets in the record
Check the customer’s service entitlement before starting the investigation. Record the customer’s confirmation before resolving the case.
03
Resolution checks and customer follow-up
Once a record reaches Resolved, its customer and owner carry into resolution follow-up. You can complete milestones and trace each change in the history.
The details your industry actually works with.
SLA & service queue
Business-hours response targets, waiting states, first responses and escalation decisions attached to the customer case.
Try it in the customer services workspace ↑Escalations & complaints
Complaint ownership, impact, promised updates, root causes and reviewed resolutions across team boundaries.
Try it in the customer services workspace ↑Knowledge & feedback
Reviewed answers, linked case categories, customer satisfaction and review dates turn repeated problems into reusable service knowledge.
Try it in the customer services workspace ↑Response, escalation and knowledge report
Your dashboard prioritises the work behind these measures. Reports show the supporting customer records, calculation definitions and owners. Open an alert to inspect its source, plan seven, thirty or ninety days ahead, and download the report for your current search and owner scope.
Open service cases
Includes cases waiting for the customer
First-response breaches
Recorded response or current clock exceeds the agreed target
Open escalations
Complaints and escalations without closed status
Knowledge reviews overdue
Published answers past their review date
Recorded responses within target
3 answered/resolved clocks; waiting states excluded
Updates promised soon
Customer promises in the next 30 days
This is an interactive demonstration with fictional records. Your organisation’s process, responsibilities and checks would be agreed before a live system is built. The sample checks do not establish regulatory compliance.
Compare with the standard CRM →What would your CRM need to do differently?
Tell us about your customer journey and operational priorities. We will help you define a CRM that connects your team’s work, with a clear investment and delivery plan.
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Supported as you grow
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