Account and contacts
Organisation, contacts, responsibilities and scopes open the view.
Client view
The account shows what is really happening.
For commercial, account management and client success teams: a review workspace, not another execution system.
Account book
Start with commercial identity
Contracts and documents
Commitments and documents remain readable with period and owner.
Billing and pricing
Commercial context points to the authoritative contracts and invoices.
Activity
Read activity before opening a case
Observe
The timeline brings together activity, exchanges and account changes.
Connect
Orders, transport, invoices and tickets retain their links.
Qualify
The owner distinguishes question, risk, opportunity and incident.
Follow
The action remains assigned until its outcome.
Cross-domain review
Open the owning domain in one step
The commercial view brings together
- activity, orders and documents
- billing, pricing context and contracts
- transport, support and client cases
The owning domain decides
- OMS for orders and end buyers
- billing for financial entries
- support or after-sales for resolution
Authority
A complete view does not grant every right
Visibility and write authority stay separate
Commercial, account management and client success roles share the account while retaining different actions and approvals.
CRM and the client workspace contextualise work; they replace neither OMS, finance nor support.
Prepare an account review
Choose a client, its commitments, activity and open decisions.