A precise toolkit for managing relationships, protecting margin and closing deals - powered by AI and shaped around how modern teams actually work.
Contact, pipeline and reporting tooling that disappears into your day.
A centralised contact database with custom fields, smart segmentation and a complete record of every interaction.
Custom fields describe your clients in your own vocabulary, and the interaction record builds itself from the work rather than asking to be filled in. Segmentation reads those fields, so a list is a question you ask, not a spreadsheet you keep.
Visual pipelines with drag-and-drop stages and customisable workflows. Move deals from first contact to close without leaving context.
Stages are yours to define per pipeline, and a deal carries its history as it moves. What we will not build is a pipeline that ends at won: closing a deal is what starts the commercial record, not what finishes it.
The metrics and dashboards that matter - sales activity, conversion rates and team productivity, all visible at a glance.
The launch set covers activity, conversion and team workload, read straight from the record. Anything your questions outgrow belongs to Prism, which is exactly what the add-on is for.
Reads, summarises and surfaces what matters - directly in the context you're already working in. Photon recommends and reminds; it never auto-builds, and it never waits to be asked.
A ranked, capped list of what needs you - renewals coming up, quotes going stale, accounts going quiet - each tied to the value at stake. Photon prompts; you decide.
The feed is ranked and capped on purpose: a list of forty urgent things is a list of nothing. Each nudge names why it surfaced and the value at stake, so you can disagree with it intelligently.
Photon distils long threads into key points, action items and sentiment - so nothing important is buried in your inbox.
Long threads distil to the points, the asks and the tone, in the record where the thread lives. The original stays one click away, because a summary is for finding your way in, not replacing what was said.
Read the emotional temperature of every conversation. Spot at-risk relationships early and lean into opportunities for deeper engagement.
The temperature reads across the relationship, not one message: a curt email after months of warmth means something different from a curt stranger. Where a colour carries the state, the word sits beside it.
Quotes, agreements and renewals as first-class objects - cost, sell and margin carried on every line, not reconstructed in a spreadsheet afterwards.
Build, send and track quotes with cost, margin and client price side by side. The client sees one clean price; your margin stays yours.
Lines carry cost, sell and margin side by side, and the client view strips the first two: they see one clean price. Approval, acceptance and what happens after all live on the same object.
Cost, sell and margin are fields on the deal, not an analyst's afterthought - permissioned, so who sees margin is a decision rather than an accident.
Margin is permissioned per role, so who sees it is a decision rather than an accident. The discount that quietly eats a deal becomes visible at the moment it is offered, which is the only moment it can still be refused.
Every closed quote lands in a renewal book with its dates and terms. Early-touched renewals close better - the ledger makes early the default.
Every accepted quote lands here with its dates, terms and value, and the ledger prompts early by design: a renewal worked early is a conversation, and one worked late is a discount.
Forward a supplier's PDF from your inbox, or upload it, and Photon reads it into a working quote: lines and costs in place, margin ready to set. The retyping stops.
Photon reads the supplier’s PDF into lines with costs attached, whether you upload it or forward it straight from your inbox. You review what it read before anything becomes a quote: it drafts, you decide.
An optional reporting layer for teams who live in their data - custom dashboards, advanced analytics and scheduled delivery.
Compose dashboards from drag-and-drop widgets. Visualise the data exactly the way your team thinks about it.
Boards assemble from the same blocks the standard reports use, laid out per team or per person. Every tile stays answerable to its source, so a number can always say where it came from.
Cohort analysis, predictive insights and the kind of multi-dimensional metrics your analyst team has been asking for.
Cohorts, funnels and time comparisons over anything the record holds. Built for the questions that start with why, after the standard reports have answered what.
Hands-off report generation, delivered to inboxes on the cadence you set. Your week starts with the answers, not the questions.
Any report, on a schedule, to the people who need it, before they ask. Delivery is logged, so whether finance got the month-end pack has an answer.
After launch - what's next on the build sheet.
Native iOS and Android. Manage relationships from anywhere your customers happen to be.
Native on both platforms, built around the away-from-desk moments: the note straight after the meeting, the nudge on the train, the number you need in the lift.
Multi-currency support with automated exchange-rate management for global teams operating across borders.
Rates managed automatically, margin computed in the currency you sell in, reporting in the currency you think in.
A visual workflow builder for branching logic, multi-step sequences and conditional triggers - all without code.
Branching, multi-step, condition-aware, and visual. The builder we want is one where reading an automation is as easy as running one.
Early customers get it first and shape what follows. Add your team and we'll be in touch.