Contacts & companies
Clean records with roles, relationships and the people who own them.
CRM & Client WorkspacesEarly access
Every relationship, with its full story attached.
Keep contacts, companies, client records, files, tasks and service history in one place, organized into workspaces that keep each client’s data separate.
The problem
Customer context is scattered across inboxes, spreadsheets and memory.
- Nobody can see the whole history before a call.
- Client data from different accounts mixes together.
- Onboarding depends on who happens to remember the details.
- With SUITE: Contacts, companies and client records with a full relationship timeline.
How SUITE helps
Built for the outcome, not the feature list.
Relationship timeline
Emails, meetings, tasks, files and approvals in one chronological story.
Client workspaces
Each client gets its own space for CRM, files, campaigns and approvals.
Onboarding built in
Repeatable onboarding checklists that start the moment a client signs.
Workflow
How the work moves through CRM & Client Workspaces.
- 1
Capture
Contacts arrive from forms, email, imports or integrations.
- 2
Organize
Records are linked to companies, owners and workspaces.
- 3
Engage
Tasks, emails and meetings attach to the timeline.
- 4
Grow
Opportunities and service history inform the next move.
Product proof
See it in the interface.
Illustrative interface with sample data. Hover or focus a callout to highlight it.
Intelligence layer
Where SUITE Intelligence helps.
Scout can prepare a cited company snapshot before a meeting, and Atlas highlights accounts whose activity has changed.
How SUITE Intelligence works
Governance
Permissions, approvals and evidence, built in.
- Records belong to a workspace.
- Access follows memberships and grants.
- Changes are attributed to a person.
Related modules
Works even better together.
See SUITE in action
Bring your growth work into one intelligent SUITE.
Tell us how you work. We will show you the parts of SUITE that matter to you, and be honest about what is live today and what is coming next.
