ClientShapeby RestioLabs

Customer operations platform

One customer view.
Across every team.

ClientShape is RestioLabs’ customer operations platform. Bring customer information and workflows into one internal workspace, connected to the systems your teams already use.

Discuss ClientShape Explore the product

Configured and extended by RestioLabs for your business.

THE CUSTOMER WORKSPACEIllustrative view · example data
Customers Northstar Labs

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
Customer context from the tools your teams use
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 workspace for your internal teams.

01

A shared customer record

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

02

Changes you can follow

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

03

A place to do the work

Extend the shared view with reporting, approvals and operational modules built around your processes.

Who it helps

Is ClientShape a fit
for your team?

ClientShape suits teams whose customer work spans several systems and departments. These are useful signs to start a conversation.

Your customer picture is spread across tools.

Your CRM, support, billing and operational systems each hold part of the account. Your teams need to see those parts together.

Preparing for customers takes manual work.

Account reviews, renewals and support handovers mean chasing colleagues, opening multiple tools or assembling spreadsheets.

You need to act on the shared picture.

Reporting, approvals, billing or delivery processes need information from several systems and workflows shaped around your business.

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:

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

Field-sales software company · anonymised story

A customer workspace that outlasted a CRM migration.

One ClientShape customer moved its CRM and support stack from Salesforce and Freshdesk to HubSpot. RestioLabs carried the shared customer view through the migration, connecting it to the new systems. The deployment also grew to include finance workflows and additional integrations.

Read the published migration story

Implemented by RestioLabs

Your workspace.
Built around your business.

RestioLabs configures and extends ClientShape for each business. We scope your integrations and modules, deploy the workspace, and adapt it as your requirements evolve.

  1. 01

    Map the picture

    Identify where customer data lives and which questions are hardest to answer.

  2. 02

    Connect the essentials

    Bring the relevant systems into a customer view your teams can use.

  3. 03

    Extend the workflow

    Add the modules, reporting and automation that fit your processes.

Start with a conversation

Let's discuss
ClientShape.

Tell us which systems you use and where customer work gets stuck. In our first conversation, we'll explore whether ClientShape fits, identify the relevant integrations and workflows, and agree the next scoping step.

Discuss ClientShape

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.

.clientshape.com

Use the prefix from your invitation or usual bookmark.