With so many features available, we've categorised these by module to let you explore the benefits that our platform can have in your business. There's a lot here, so if you're interested in looking at this at a higher level, head over to our What We Do page, or click on the link below.
Advanced logic scripting within automation flows, beyond standard triggers/actions.
Insert pre-written, reusable responses into emails or case notes for speed and consistency.
Emails, notes, checklists – all in one feed. Emails from cases and opportunities are now saved automatically as notes, so important details are always within reach.
Rename, move, and categorise files natively inside The Layer. Stay organized with smooth, intuitive file management. Launching soon!
Don't want to wait for your reports? Schedule a notification for when they're ready!
Securely set up email and calendar access for your team without giving full access to a mailbox.
The ability to save your custom grid filters and apply those changes to other users
Configure the customer portal and Layer portal directly from within the app
Use AI to automatically rewrite emails in company style
Very quickly see the availability and activity of you teams and individual including all appointments, appointment outcomes and phones call tasks.
Comply with regulations by subscribing to our integrated TPS service to prevent any prospects with these telephone numbers from being called. You can override the TPS list when you have permission to call the lead.
Keep engaged with prospects and customers by scheduling sales, order processing and service related call backs, which appear in users' work stacks as they fall due.
Create sales opportunities from within commonly used tasks. Update all opportunity specific tasks, notes, probability stages, quotes and close by dates in one easy to use screen.
Lead records automictically become customer records upon esign, saving time. All lead based notes and tasks will also visible against the customer record.
Manager can permanently or temporarily assign lead ownership and access to another member of the team.
Instantly delegate permanent or temporary access of a lead to another member of your team. Great for holiday cover or absences.
Real-time suggestions of who's in the area for appointment bookings.
The Layer provides agents with the facility to view availability and book appointments for sales representatives & integrate with Outlook or Office 365.
Configure your lease suppliers and price books in the system allowing you to then show leasing charges along side any recurring charges on a quote, which then flows into the order ready for finance to invoice.
Access team and individual diaries and book appointments with multiple attendees with built in email work flow.
Split opportunities between different sales teams, either as a % or a £ value. This then pulls through into the dashboards and reporting and is ideal if you have teams that work together on opportunities.
Workstacks and widgets for sales and the processing team to show the status and progress of sales orders with email notification.
This will allow people with the permission to create bespoke products and services which can be added permanently to the price book - ideal for bespoke IT services.
Centralised management and logging of call backs, reminders and appointments using task specific stacks and dashboard widgets.
The ability to schedule line rental subsidies at quote stage which is taken from the deal profit and then pulled into the sales order and queued for finance to pay.
Supplier SKU can be stored at price book level and used in the quote builder and then pulled in to the sales order and logged against the product or service at asset level.
Increase retention and renewals by creating work stacks and opportunities for cross selling services and products that your customers have with other suppliers using the expiry dates captured at lead creation and account management stages.
Use AI to automatically categorise cases
Use AI to recommend responses based on past interactions, knowledgebase articles or similar cases.
Create custom tables to store unique data at customer and case level.
Securely store customer credentials at customer level and access them directly from the case. You can even auto-link TeamViewer for remote access – no more digging around for passwords.
Collaborate better by adding multiple contacts to cases. Replies are tracked, and it even works with Mail Triage – perfect for involving suppliers, partners, and more.
Clients can now track order progress, invoices, assets, and case updates in real time – all wrapped in a secure, access-controlled experience.
Get total control over your SLAs with the ability to assign them by customer, site, asset, or contact. Set custom rules and precedents to make sure the right SLA kicks in, every time.
Allow multiple customer contacts to be linked to a single case with roles or labels.
Notify colleagues inside internal case notes using @mentions. ---- Bring colleagues into conversations and collaborate with them using @mentions
Sales can quickly see all campaigns received by that lead/customer to help spark up a conversation and reason to call.
Schedule multiple emails and follow up tasks, using trigger dates based on when you want that event to happen.
Simple easy to use interface to quickly build marketing campaigns.
Build targeted lead and customer data lists around specifics such as contract expiries and renewal dates, old products and services.
Built in tools for monitoring and reporting on campaign opens, links clicked on and email forwards.
Build staged campaigns to keep inform customers and keep them updated of any service outages and issues.
Log and track the costs of each element of a campaign so you know what resources to invest to get the maximum ROI.
Multiple Campaigns can be logged against an opportunity which is then visible in the sales reporting, giving you the ability to fully measure the success and ROI of you activity.
Manage contact preferences at the point of record creation and in life and from within the individual elements of your marketing campaigns.
Track the ROI and effectiveness of your marketing campaigns
Interactive dashboards with drilldown, filters, and auto-refresh updates.
Sales reporting data is driven from the sales orders which in turn comes directly from the price book items from within the quote. This means your financial and forecasting data is as accurate as it can be and doesn't rely on guesswork from sales.
Receive daily digest email for sales and service and the ability to create scheduled emails of your favourite work stacks.
Reduce the time taken to generate the reports for business intelligence and management reporting - bespoke forecasting report and data feed to generate your own reports.
Contract end date at asset level is auto populated from data capture so no need manually populate.
Carriage can be added to quotes and is managed on the sales order meaning you can bulk order from the suppliers
Save time by using a bar code scanner to book stock in/out and to create your own bar codes e.g. IT team can log router details.
Sales orders are automatically created when the customer signed the quote with email notification to the SO team and dedicated SO stacks by category and status.
Assets are automatically updated on order conversion and ca be edited in bulk via batch editor.
