Sales is only the beginning
The relationship continues through onboarding, delivery, service, renewals, and follow-up.
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Connect the records, people, opportunities, requests, projects, approvals, and follow-through surrounding each customer on one shared application foundation.
People. Records. Responsibilities.
SmartWorx application foundationShared records · Application experiences · Configured processesThe relationship continues through onboarding, delivery, service, renewals, and follow-up.
Projects, requests, documents, agreements, and operational activity move into separate tools.
Sales, service, operations, finance, and delivery see different versions of the same customer.
Keep the customer at the center of the work, with connected contacts, opportunities, projects, requests, agreements, and activity.
Bring Email Activities, notes, replies, and follow-up into the customer’s timeline, so the next conversation starts with context.
Alex Morgan · Customer objectives recorded
Jordan Lee · Scope and delivery documents
Jordan Lee · Agreement AGR-012
Casey Reed · Customer Portal Deployment
Taylor Brooks · Account access review
Jordan Lee · Executive review notes
Jordan Lee · Follow-up with customer sponsor
Send and receive email in the context of business records. Use incoming messages to create or update application records, start defined workflows, and assign the next step.
Configure outbound and inbound email through Office 365 / Microsoft and Gmail-oriented provider connections.
Email Activities stay associated with related business records, with reply and thread tracking and configurable read tracking.
Monitor inbound mailboxes and use workflow-driven processing, with Processed, Failed, and Blocked handling.
A platform capability across CRM, service management, purchasing, project delivery, and other applications.
Connect customer requirements, contacts, tasks, proposals, and review decisions through the handoff to delivery.
Configure the information, contacts, scope, documentation, owners, and review steps needed to prepare customer onboarding.
Account changes, billing questions, project requests, and service activity can share customer context and a clear owner.
| Request | Related context | Owner | Status |
|---|---|---|---|
| Billing clarification | Agreement AGR-012 | Jordan Lee | In review |
| Account contact change | Contact Taylor Brooks | Alex Morgan | Open |
| Project access request | Customer Portal Deployment | Casey Reed | Approval pending |
Bring agreement records, renewal dates, documents, customer decisions, and approvals into the same application experience.
Consolidate where useful. Integrate where another system should remain.
SmartWorx application foundationShared records · Application experiences · Configured processesPlan connections through API definition import and endpoint configuration around the operations your systems support.
Explore APIs & connectivitySmartWorx application foundationShared records · Application experiences · Configured processesA publisher, partner, or organization can build customer-relationship applications on SmartWorx and extend them into onboarding, service, projects, approvals, and other customer workflows on the same foundation.
SmartWorx application foundationShared records · Application experiences · Configured processesSmartWorx provides the platform. Applications can be owned, branded, supported, and commercialized by the organizations that build businesses around them.
Organizations can configure customer applications around their own operating model.
Consultants and implementers can design and deliver customer-operations applications for clients.
Publishers can own, brand, package, price, support, and commercialize CRM-class or industry-specific customer applications.
Show us how sales, onboarding, projects, service, approvals, documents, and renewals move through your organization. We can explore what a unified customer application could look like on SmartWorx.