For businesses that quote, deliver and invoice

One application, not a suite.

Quotes, tickets, time, invoices and payments on one customer record. Nothing is retyped and nothing is synced, because it was never separate.

The deals board in Concorbit, showing eight open deals moving through discovery, proposal, negotiation and won, each one reading the same customer record used everywhere else

Change a phone number on a company and it changes on the engineer's job sheet, on next month's invoice and in the audit log. Other software calls that an integration. Here it is the same row of data being read by another screen.

What is in it

Helpdesk

Queues, statuses you name and give behaviour to, saved replies for the questions you answer every week, and an SLA clock that stops while you wait on the customer rather than punishing you for it.

Jobs and dispatch

The week on a drag-and-drop board. The engineer gets the address, the history and the form to fill in, signs the work off on site, and it comes back ready to invoice.

CRM and proposals

Contacts, companies and deals on the same record as everything else. A proposal goes out, comes back signed in the browser, and files itself against the customer.

Billing

Contracts and retainers that warn you before the hours run out, one-off and recurring invoices, card and bank payment through Stripe, and margin reporting from costs that were logged as the work happened.

Portal and vault

Customers raise tickets, approve quotes and pay invoices on your own domain. Credentials live against the customer they belong to, not in a spreadsheet.

Insights

One date range across the helpdesk, jobs and billing. Click a figure and you are reading the records that produced it, because there is only one place it could have come from.

One record

Every screen is reading the same row.

The Concorbit dashboard, showing pipeline value, won revenue, active contacts and recent activity.
The dashboard, reading the same records the helpdesk, jobs and billing write.

One application, not a stack.

The reason nothing is retyped and nothing is synced is that there is nowhere else for the data to be. A stack of four tools can only ever copy the disagreement between them on a schedule.

ConcorbitA typical stack
One customer record across every screen✓✕
Time logged on site becomes the cost on the invoice✓re-typed
Retainer warns you before the hours run out✓checked by hand
Customer portal on your own domain✓extra product
Statuses you name and give behaviour to✓✕
Export your data from settings, on the day you leave✓support ticket
One bill, one login✓four of each

Most operations software is a filing problem pretending to be a workflow problem. Concorbit keeps one customer record, so there is nothing to reconcile on a Friday.

Connects to what you already run.

Not a marketplace of half-finished connectors. A short list of the systems an operations business actually runs, wired to the one record.

Microsoft 365
Identity, mail and per-tenant backup.
Stripe
Card and bank payments, in and out.
Xero
Your invoices pushed to the ledger.
QuickBooks
Invoices reconciled against the books.
Autotask
Read your PSA while you migrate across.
UniFi
Site Manager and self-hosted controllers.
Psono
Vault secrets mirrored across.
BookStack
Books and chapters, published as docs.

The whole product is one decision, stated four ways.

1

customer record, not four systems

0

nightly syncs to break

5

stages, enquiry to paid

£12

a mobile seat, per month

Who it is for

Trades

Electricians, plumbers, HVAC, fire and security, gas. Mobile seats for the people who never open a laptop.

For trade businesses

MSPs and IT services

Tickets, time, contracts and billing on one record, replacing Autotask, Halo or ConnectWise at your own pace.

For MSPs

Anyone who quotes and invoices

Consultancies, agencies and professional services. Quote, sign, deliver, invoice, get paid, all on the customer.

For services firms

From £19 per user for the CRM half, £39 with the helpdesk and dispatch, £12 for a mobile seat. No setup fee and no contract.

Twenty minutes, your own workflow, no slides.

We're working with a small group first.

Early access is invite-only. Drop your email and we'll be in touch when the next intake opens.

One email when we're ready for you, then quiet.