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

Global Search

Search for records by any system type, including company & contact names, asset references (IMEI, serial), post code and account number.

Modern User Interface

Our fluid user interface fits to your browser window so you don't have to squeeze all that data into a fixed width frame.

Single Sign On

Use a single set of credentials to log on to all Layer platforms, and securely generate API keys assocaited with these.

Two Factor Authentication

Optionally set two-factor authentication to ensure your user logins are valid.

Work Stacks

Commonly used records can be loaded into real-time, customisable stacks for easy browsing in grids or detail.

Live Support

Chat to our service teams within the platform for quicker resolutions to team issues.

Scriptable Functions

Our middleware platform, which allows developers to customise Layer functionality with code, unlocking unlimited potential for extending the system.

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.

Outlook Add-In

Attach emails to CRM records via our Outlook Add-In for Windows. Log in with your Layer ID to add notes to records directly within Outlook.

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

Task Based Work Stacks

Centralised management and logging of call backs, reminders and appointments using task specific stacks and dashboard widgets.

Subsidy Management

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.

SKU Management

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.

Cross Selling

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.

Sales Profit Accuracy

Choose the profit sources that you use to report on depending on the stage in the sales process. This can be a manual value where there no quote, the actual quote profit or the true final sales order value.

Sales Orders

The sales team can see how their orders are progressing and if there is a blocker i.e. stuck at credit check stage or stock issues and keep the customers updated.

Real-time Performance

Sales people and their managers can see their performance in real time. Knowing which stage a sale is at I.e. verbal agreement or connected and processed is important. Our performance widgets keep sales people motivated by providing them with key stats on their performance including turnover/ profit/ conversion.

Quotation Tool with E-Sign

Create and send beautiful electronically signable PDF based quotes and version control and storage using our industry specific CPQ tool to speed up and automate sales process.

Fast Quote Creation

Advanced searching of products and services price books, products and services bundle creation, approval manager, Hardware funds and subsidies, Quote Parameters for customer, sales person and quote expiry date.

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