CRM, helpdesk, jobs, proposals, invoices, customer portal and password vault — one platform on one shared customer record. Add a customer once and they are the same everywhere, from the first ticket to the final invoice. Nothing to copy, sync or wire together.
One record, read by every module. The same customer is in the helpdesk, in billing, in the vault — not three copies drifting apart. Change a detail anywhere and it updates everywhere. There is nothing to keep in sync.
→ one customer, one record, every module looks at the same thing.
Three kinds of business run on it — one platform, one database. The language adapts to each because the work does.
Plan the round, then send each engineer the address, the right form and the customer's history on their phone. They sign the job off on site and it returns ready to invoice. Mobile-only seats for the people who never open a laptop.
Tickets, time, contracts and billing on one customer record. It talks to Autotask, Datto and N-able while you migrate, and warns you when a contract's hours are about to run out — before your customer notices.
Quote, sign, deliver, invoice, get paid — on one record. A CRM with deals, proposals with e-signature, Stripe-powered billing and a customer portal on your own domain.
Each stage hands its work to the next. By the time you invoice, the cost data is already there; every report draws from the same source, so the numbers always agree.
Where most teams land. No setup fee, no charge for single sign-on, no charge to export your data. Cancel from settings any time and take everything with you.
→ annual billing saves 10%. concorbit starts at a single seat.
→ running clients on your own platform? Agency — £49/user + £29/client →
early access is invite-only. drop your email and we'll be in touch when the next intake opens.