PlatformRecords
Customers, parts and jobs, held once.
Every module reads and updates the same records, so your software works together as it grows.
One set of records
Customers, parts, vehicles, machines, jobs and orders.
Built from your systems
Records come from your ERP, email, documents and spreadsheets.
Traceable to source
Every figure links back to its source record.
Access you control
We define what each person can view or change.
Records
Find a part once. Every module uses it.
In this sample, the part that Product search found is the same record the order desk uses for the sales order.
Part record
Door gasket, silicone, 4-sided
Part 2041-118 · Combi oven 10-grid
Used by
How it works
One set of records under every module.
Connect your systems
We start with the ERP, email, documents and spreadsheets your team already uses.
Hold each record once
A part, customer or job is held once and shared by every module, so staff stop re-keying it.
Trace every figure
Every figure links back to its source record, so anyone can check it.
Control who sees what
We define which data the software can access, and what each person can view or change.
In use
Case studies
Parts distributor · Module: Product search
Increase quote conversion by finding parts faster
1.6M+parts searchable in one place
Multi-site operating group · Module: Dashboards
See operational pressure before the monthly review
6 weeksfrom kickoff to first live system
B2B wholesaler · Module: Order automation
Automate order and supplier admin
24/7ordering by email once routine replies are sent automatically
Part of one platform
Records sit under every module.
Each module uses the same underlying records, so your software works together as it grows.
See the platformNext step
