Customer operations, connected

One customer view.
Across every team.

Bring your CRM, support, billing and operational data into one workspace. Give your teams the context to act, and workflows built around the way your business runs.

See it with your stack Explore the product

Your existing systems. One connected customer picture.

THE CUSTOMER WORKSPACEIllustrative view · example data

C↗Customers Northstar Labs

Customer account

Northstar Labs

Active

AgreementEnterprise

Next renewal18 October

Open support7 cases

One account. The context you need.

Connected sources

Renewal opportunity updatedSalesforce · Commercial
Proposal
Support escalation in progressJira · Support & engineering
Review
Customer invoice paidChargebee · Finance
Paid

CRMSupportBillingYour operations

Since 2018In production at VOSS Solutions

Built around your businessCustomer-specific deployments

Connected to your stackCRM, support, finance and more

The whole account, in context

Stop piecing the
customer together.

The deal is in your CRM. The support history is in Jira. The agreement is somewhere else. ClientShape brings those pieces into one daily-use customer workspace.

A shared customer record

See agreements, support, deployments and recent activity together, with views suited to each team.

Changes you can follow

Trace activity across connected systems and bring relevant alerts into Slack or Microsoft Teams.

A place to do the work

Add the reporting, approvals and operational processes your business needs inside the workspace.

From visibility to action

Built for the work
between your systems.

Start with a shared view. Extend it with modules tailored to your business. These are examples of workflows running in ClientShape deployments today.

01 / CUSTOMER TEAMS

Go into every customer conversation informed.

Bring commercial context, support history and account activity into the same view.

Customer agreements and renewals
Cross-system activity history
Customer sentiment reporting

02 / FINANCE & OPERATIONS

Connect the steps from agreement to invoice.

Keep customer operations moving with workflows built for your processes.

Invoicing and credit notes
Billing-email automation
Annual fee-increase processing

03 / DELIVERY & SUPPORT

See what the customer has. Know what needs attention.

Join support and delivery context with the products and services behind the account.

Licence audits and usage reporting
Quotes, orders and fulfilment
Project reporting and approvals

Connect the tools you depend on

Your stack.
A clearer picture.

We scope the integrations around your systems, data and workflows. Existing deployments connect platforms including:

Salesforce
HubSpot
Jira
Chargebee
NetSuite
Freshdesk
Monday.com
DocuSign
Slack
Microsoft Teams
Zoom
Your internal systems

In daily use at

VOSS
Solutions.

2018Deployment began

5+Systems brought together

Read the published case study

A shared operational view for support, engineering and customer success.

VOSS brought Salesforce, Jira, Zoom and internal licence and deployment tracking into ClientShape. Teams can see the customer account, deployments, support tickets and engineering work together.

“The data we used to chase across systems and spreadsheets is just there when we need it.”
Natasha ScholtzManagement Accountant, VOSS Solutions

Tailored to your business

Start with your systems.
Build around your people.

RestioLabs scopes and deploys ClientShape for each customer. We agree the integrations and modules around the work you need to do.

01
Map the picture
Identify where customer data lives and which questions are hardest to answer.
02
Connect the essentials
Bring the relevant systems into a customer view your teams can use.
03
Extend the workflow
Add the modules, reporting and automation that fit your processes.

Let's look at your customer picture

Show us your stack.
We'll show you the fit.

Tell us which systems you use and where the work gets stuck. We'll discuss how ClientShape could help and scope an approach for your team.

Request a conversation

Email info@restiolabs.com or contact RestioLabs.

Already using ClientShape?

Go to your workspace.

Use your organisation's ClientShape address. Your usual sign-in happens there.

One customer view.
Across every team.

Northstar Labs

One account. The context you need.

Commercial context, together.

Support alongside the account.

Stop piecing the
customer together.

A shared customer record

Changes you can follow

A place to do the work

Built for the work
between your systems.

Go into every customer conversation informed.

Connect the steps from agreement to invoice.

See what the customer has. Know what needs attention.

Your stack.
A clearer picture.

VOSS
Solutions.

Start with your systems.
Build around your people.

Map the picture

Connect the essentials

Extend the workflow

Show us your stack.
We'll show you the fit.

Go to your workspace.

One customer view.Across every team.

Northstar Labs

One account. The context you need.

Commercial context, together.

Support alongside the account.

Stop piecing thecustomer together.

A shared customer record

Changes you can follow

A place to do the work

Built for the workbetween your systems.

Go into every customer conversation informed.

Connect the steps from agreement to invoice.

See what the customer has. Know what needs attention.

Your stack.A clearer picture.

VOSSSolutions.

Start with your systems.Build around your people.

Map the picture

Connect the essentials

Extend the workflow

Show us your stack.We'll show you the fit.

Go to your workspace.

One customer view.
Across every team.

Stop piecing the
customer together.

Built for the work
between your systems.

Your stack.
A clearer picture.

VOSS
Solutions.

Start with your systems.
Build around your people.

Show us your stack.
We'll show you the fit.