Keep customer context, follow-ups, and handoffs in one flow.
Stop losing sales information across sheets, inboxes, and chat threads. Keep every enquiry, contact, and follow-up connected — and hand a clean order to the rest of the business when the deal is won.
Sales information ends up everywhere except one place.
When customer details, follow-ups, and deal status live in different sheets and message threads, things slip.
- Follow-ups are remembered by one person, not the system.
- Customer context is scattered across inboxes and chats.
- Nobody's sure which version of the pipeline is current.
- When a deal is won, operations gets a partial handoff.
- The founder can't see the pipeline without asking for an update.
From first enquiry to a clean handoff.
Each step keeps the context with the opportunity, so the whole team — and the next workflow — starts with what's already known.
Enquiry or lead captured
A new enquiry enters one place instead of a personal inbox.
Contact and company recorded
The people and the company are kept together in one record.
Opportunity qualified
Decide whether it's worth pursuing and record why.
Sales stage updated
Move the opportunity through your own stages as it progresses.
Follow-up assigned
A follow-up is owned by a person, with a clear next step.
Notes and context retained
What was discussed stays with the opportunity, not in someone's head.
Sale confirmed
A won deal becomes the clean starting point for delivery.
Handed to the next workflow
Details carry into the project, inventory, manufacturing, or dispatch flow.
Dashboard updated
The pipeline view reflects the change without anyone rebuilding a report.
The full picture of a customer, in one record.
Keep contacts, the company they belong to, history, and notes together — so the whole team works from the same context.
- Hold contact and company information in one place.
- Keep history and notes with the record.
- Find the right customer quickly.
- Share context so no one starts from scratch.
See every opportunity and the stage it's at.
Track opportunities through the stages you actually use, and see what's active, stalled, or won at a glance.
- Move opportunities through your own sales stages.
- Update the current stage as things change.
- See what's active, what's stalled, and what's won.
- Work from one shared pipeline instead of separate sheets.
Every follow-up has an owner.
Assign follow-ups to a person and keep them tied to the opportunity, so nothing depends on one person remembering.
- Assign a follow-up to a specific person.
- Keep tasks tied to the opportunity they belong to.
- See what's due and what's overdue.
- Take the load off individual memory.
When a deal is won, the order moves cleanly.
A confirmed sale carries its details into the project, inventory, manufacturing, or dispatch workflow — so the next team starts with context, not a blank form.
- Turn a confirmed sale into the starting point for delivery.
- Carry customer and order details forward automatically along the flow.
- Give the next team what was actually agreed.
- Avoid re-keying the same details from scratch.
See what's moving without chasing for updates.
Dashboards should point to what needs attention — which deals are moving, which are stalling, and which follow-ups are overdue.
- Active opportunities and their current stage.
- Deals that have stalled and need a nudge.
- Follow-ups that are due or overdue.
- Recently won work handed to operations.
A view for every role in the sale.
Founder / owner
Wants to see the pipeline and what's stalling without asking anyone for a report.
Sales leader
Needs to see stages, ownership, and where deals are getting stuck.
Salesperson
Needs their follow-ups, customer context, and next steps in one place.
Operations / delivery
Needs a clean handoff with the details agreed at the point of sale.
Common questions
Does 1LayerX capture emails automatically?
Can we keep our own sales stages?
Does it do sales forecasting?
What happens when a deal is won?
Can it work inside our current Google Workspace?
Can we start with just sales?
Talk to us
Tell us how your business currently works. We’ll get back to you within 24 hours.