Customers & CRM
Keep customer and opportunity work in a dedicated CRM product with tenant-scoped records.
LEDGER BUSINESS
One connected business platform.
Bring customer relationships, invoicing, payments and engagement into a common operating environment, with specialist AI agents working inside defined boundaries.
LEDGER SIGNALSProducts that share context. A platform that compounds value.Product capabilities are at different stages of rollout.
THE BUSINESS LAYER
Useful products, stronger together.
Ledger Business connects the work that usually gets split across tools. Each product owns its operational data; the platform supplies common identity, access and integration patterns.
Invoicing
Create and track invoices through an independently deployable invoicing service.
Payments
Connect payment events and status to the business workflow through the payments product.
Engage
Build journeys, schedule steps and manage customer communication from a dedicated Engage service.
AI agents
Use specialist agents to research, analyse and prepare work with explicit capabilities and review points.
Shared platform
Apply identity, configuration, auditing and operational visibility across products.
How the pieces connect
A business workflow, not a collection of tabs.
A customer change can inform an invoice, a payment can update the revenue picture, and an approved journey can follow up. Service boundaries keep each product independently operable while APIs and events move facts between them.
Customer contextInvoicePayment eventEngage journeyAgent insight
Continue exploring
Explore Engage in depth.
See how the communication product connects journeys, content and operational events.