A wealth of features under the hood


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.

Core Platform Features

Data Management Tool

You can quickly and easily bring across your existing data from your current platforms.

Settings Zone

Hundreds of customisable settings and options to configure.

Task Management

Manage your phone calls, e-mails, text messages, appointments and reminders in once place.

Cloud Storage

No limits or charge for data storage in The Layer.

Automated Workflow

Send out alerts prior to appointments or to chase SLAs- it's your call.

Reporting Widgets

See instant reporting results on your home screen and drill down for more details.

Email Notifications

Have any widget sent to you at any time for your user account via our Mail Bots. Set and forget.

Microsoft Exchange Integration

Sync calendar appointments with your sales team via our Exchange sync utility. No add-ons required!

Presales Features

Team Resource Planner

Very quickly see the availability and activity of you teams and individual including all appointments, appointment outcomes and phones call tasks.

Telephone Preference List (TPS)

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.

Scheduled Call Backs

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.

Opportunity Management

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 to Customer Conversion

Lead records automictically become customer records upon esign, saving time. All lead based notes and tasks will also visible against the customer record.

Lead Reassignment

Manager can permanently or temporarily assign lead ownership and access to another member of the team.

Lead Delegation

Instantly delegate permanent or temporary access of a lead to another member of your team. Great for holiday cover or absences.

Appointment Candidates

Real-time suggestions of who's in the area for appointment bookings.

Appointment Booking

The Layer provides agents with the facility to view availability and book appointments for sales representatives & integrate with Outlook or Office 365.

Sales Features

Quick Sales Process

Signed quotes for hardware only deals go straight to an order and picked up by the processing team.

Qualified Opportunities

Opportunities at 30% probability are automatically marked as qualified enabling easy pipeline management and business reporting.

Pipeline Management

Our pipeline update facility means updating your pipeline in under 60 seconds. Making it easy for sales people means they're happy to do and the business has the most accurate forecast of performance.

Opportunity Management

Update all opportunity specific tasks, notes, probability stages, quotes and close by dates in one easy to use screen.

Opportunity Loss Management

The ability to close the loop on a lost opportunity by recording the reasons for loss, winning supplier, deal description, schedule a call back and record the expiry dates. This data can then be reported on for reengaging.

Opportunity Files & Documents

Ability to add and store documents and files against an opportunity, which then pull through to the order e.g. Network proofs, bills, site surveys, end user details etc.

Browser Based Web App

Our browser based app helps remote sales teams to keep on top of their tasks. Log phone calls, reminders and appointment outcomes via the app.

Marketing ROI

Ability to link multiple marketing activities to an opportunity and see lead and opportunity sources in sales reporting.

Managing Expired Inventory Items

The ability to add a start and end date to a price book item meaning once expired it doesn't appear in the quote builder for sales to select or delete it from any existing opportunities.

Service Features

Customer & Team Case Updates

Replies to case emails from the customer are automatically added into the case notes with the ability to sweep for external contacts.

Create Contacts Inline

In The Layer you can create additional contacts that may not already be a contact on the fly directly from the email editor and case creation windows.

GDPR Contact prference for Support and marketing

Ability to log both marketing and customer service contact preferences at contact level for GDPR compliance which will limit emails being sent to opted out contacts.

Provisioning Check Lists

In The Layer you can create and define check list steps by case subcategory around your or supplier based processes for resolving customer service issues.

Case Audit Logs

View full audit logs of the changes in case status, owner and on hold times, which are all stored against the case.

Case Management

Customer integrated case management facilities.

Case Breach Reasons

You can create custom case breach reasons and then record them against an over due case and then report on them.

Knowledgebase

Create your own searchable internal or external articles using videos, PDFs and documents which can be added to emails vie the email editor to help with cases and sales.

Auto Create Cases from Emails

Cases can automatically be created from inbound emails and then auto allocated to a category and sub category and a team or user.

Marketing Features

See Campaign Activity Against Lead or Customer

Sales can quickly see all campaigns received by that lead/customer to help spark up a conversation and reason to call.

Multi-Stage Campaigns

Schedule multiple emails and follow up tasks, using trigger dates based on when you want that event to happen.

HTML email campaigns and templates

Simple easy to use interface to quickly build marketing campaigns.

Bespoke targeted campaign data

Build targeted lead and customer data lists around specifics such as contract expiries and renewal dates, old products and services.

Track campaigns and monitor success

Built in tools for monitoring and reporting on campaign opens, links clicked on and email forwards.

Trigger Service Updates from Work Stacks

Build staged campaigns to keep inform customers and keep them updated of any service outages and issues.

Manage campaign element costs

Log and track the costs of each element of a campaign so you know what resources to invest to get the maximum ROI.

Measure ROI on your marketing campaigns

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.

Stay GDPR compliant

Manage contact preferences at the point of record creation and in life and from within the individual elements of your marketing campaigns.

Finance Features

Key Finance Information

Easy access to and better visibility of all key financial details including quote and order stage finance reports, profit variance reports, PO's and invoices, account transactions with statement generator.

Supplier Payment Reconciliation

Save time and improve accuracy with integrated reconciliation of the Vodafone PPP with orders processed in The Layer and auto creation of query reports meaning quicker resolution and payback

Sub Company Management

Set up multiple sub companies, allowing the use of different POs, Invoices and credit notes through out the sales and onboarding journey.

Sage 200 & Sage Intacct Compatibility

Full integration with the finance platforms giving visibility of all account balances, credit limits, transactions and account statuses by sub company

Purchase Order Management

Generate PO references and POs in The layer and email direct to supplier and manage via stacks by PO Status e.g. Delivered, Part Delivered, On Order, Created, Approved and Cancelled which can be matched against supplier invoices.

Sage Intacct Integration

Centralised place for automating and managing customer records, orders and billing

Nominal Code Management

Manage your nominal codes with visibility from price book to quote to final invoice and at asset level.

Invoice Management

Improved process for invoice creation by sub company and reconciling (up to Intacct) and the ability to invoice for multiple items at different times.

Credit Control & Debtor Reporting

Single view of all account balances in the customer record and view of all transactions (based on full not part integration with Intacct).

Reporting Features

Reporting

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.

Daily Updates

Receive daily digest email for sales and service and the ability to create scheduled emails of your favourite work stacks.

Forecasting Reporting

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.

Stock & Ordering Features

Stock Allocation Hold

Place individual items in stock on an allocation hold, excluding them from any allocation processes and the available stock. Ideal for any returns or fault stock and stock to be regraded.

Stock Management

Integrated stock module with stock take and value, multiple warehouse management for better control.

Serial Numbers on Invoices

The Layer invoices can be set up to show serial numbers on them which cannot be done in SF and causes issues for finance

Serial & IMEI Search

Ability to upload serial numbers and IMEI in bulk from the supplier via templates into stock session which is logged against the asset. Full serial and IMEI search to see related entities e.g. cases when booked in/out.

Cases in Sales Orders

Dedicated tabs in the sales orders for cases and sales order documents and templates e.g. LOA, survey documents and forms

Sales Order Approval Workflow

Improved process for authorising and rejecting sales orders and for sales to manage their rejected orders.

Part Process & Bill Orders

In The Layer you can process and convert parts of orders meaning you can then bill on that basis

PAC Code management

Log and managed PAC codes and PAC Expiry dates in data capture which is then stored against the asset on order conversion.

Multiple Shipping Addresses

The ability to manage and distribute stock in bulk and to multiple addresses.

View some of our recent customer case studies