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

Product specific PDFs and hyperlinks in quotes

Add custom hyperlinks and or PDF attachments for specific products and services to your quotes. Ideal if you want to share detailed product specifications with a customer but don’t want to clutter up your quote.

Delegated access to lead and customer records

Quickly provide colleagues with time restricted access to your lead and customer records. These records will then be visible and accessible for that period of time by both people. Ideal for holiday cover or escalations.

Quote Duplication

Quickly recreate multiple versions of a quote so that you can give the customer various options across the suppliers you can provide.


Create packages from the different products and services you provide and choose what items you want to  round up the costs for and then show on the quote and invoice.


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.

Multiple Appointment Attendees

Access team and individual diaries and book appointments with multiple attendees with built in email work flow.

Multiple Opportunity Owners

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.

Order Progress Views

Workstacks and widgets for sales and the processing team to show the status and progress of sales orders with email notification.

Custom Products & Services

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.

Service Features

Case Re-open Workflow

Choose whether to automatically reopen a case upon receipt of an email from the case contact for a close case or to send an automated email asking to raise another case.

Case Status Response Workflow

Automatically update the status of a case from an on hold 'waiting on' status to 'In progress' on receipt of a customer email. Meaning you can respond and close off cases quicker.

Case Time Logging

Have full visibility of the time taken and cost to manage your customer accounts enabling you to prioritise your work loads and focus resources.

Basic RMM Integrations

Take action on cases coming into mail triage with the ability to auto create or close cases and auto allocate the case to a team and define the category and sub category.

Response & Resolution SLAs

Monitor and manage your response and resolution SLA with porting and provide you with the key service KPI metrics.

Product Classification Management

Sales can specify classifications at quote stage e.g. New/Port/Migrate, which flows through to orders.

Product Categorisation

This will allow for category based reporting, quote approval and sales order check lists e.g. 365 License, Vodafone Voice, Horizon License, SIM Free device, IT Hardware and MSA.

Multiple Account Numbers

You can store multiple accounts numbers against the customer asset in The Layer e.g. SAN & BAN.

Maintenance Plans & Support Contracts

Use the time logging feature in our case module to deduct any service or engineering time from a time specified contract e.g. log 3 hrs of support against a 100 hour support contract and then sell additional hours when their balance is running low.

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


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