Axiom Connect / CRM
Bring the company, the people and the next opportunity into one place.
Northbridge Studio · Sample data
NB-1842
Northbridge Studio
Customer onboarding programme
| Date | Activity |
|---|---|
| Discovery call with Jordan Hale | |
| Scope agreed for onboarding programme | |
| Proposal marked ready · £24,000 |
The record
A conversation should be easy to continue when someone else takes over. Connect keeps the company, the people, outreach and the current stage together so the next person can see the relationship.
Bring companies and contacts into one place. Assign an owner so every relationship has someone responsible for it.
Record outreach as it happens. See what was sent and when, beside the opportunity.
Update the pipeline as the work progresses. Keep the stage, owner and follow-up clear for the team.
The connection
When Northbridge Studio is ready, the same opportunity opens a Veritas service agreement and a Work onboarding project. The owner does not rebuild the brief in a second tool.
Create your organisation in the Axiom portal to open its Connect workspace. You become the administrator. Invite teammates from People & access and choose who can use Connect. Open it from the Axiom portal, or follow the Northbridge tour.
Moving records
Most teams start with a contacts and opportunities export, then a field map for owners, stages and custom fields. Keep email, calendar and accounting where they are.
Cost
Creating an organisation opens its Connect workspace. It does not purchase a Pulse subscription. Published Pulse prices stay on the pricing page. Veritas, Work and Chat are discussed separately.
Questions
Yes — owners and the fields you care about are part of the map before a trial import. Unmapped fields stay out rather than being guessed.
Recent outreach and stage changes come across with the opportunity. We will tell you if an older activity export is incomplete.
Organisation membership and Connect roles decide who sees which companies, contacts and opportunities. Shared context is not shared access to every record.
Keep the mail and calendar you already use. Connect holds the relationship and the next action beside it.
