Polaris01
Contacts
The people you work with. Roles, notes, and activity on the person.
Product
Six records. One workspace.
What ships today. Contacts, companies, deals, tickets, invoices, and projects — bound together so a small team does not keep a second file.
02
Companies
Accounts and studios. Every other record hangs from the company.
03
Deals
Pipeline without ceremony. Inquiry to won, value against the company.
04
Tickets
Requests and follow-through. Always belonging to a person or company.
05
Invoices
Bill the work the deal created. Line items, due or paid.
06
Projects
Delivery next to the commercial record. Tasks and status.
Packs
Industry objects on the same graph.
Work orders, gifts, households, and matters write back to the company, deal, and ticket — they do not fork the customer file.
01
Business
CRM, invoices, and projects for a studio or a five-person firm.
02
Manufacturing
Work orders, lots, NCR / CAPA. A quality hold opens a ticket on the same company.
03
Nonprofit
Funds and gifts against donor contacts and companies. No second CRM.
04
Legal
Matters and time on the same company and contact records.
05
Family Office
Households bound to the people already in Contacts. The same model, quieter.
Workspace
Contacts and deals on the left. Invoice or project on the right.
Open a company and the inspector shows the contact, the open deal, the latest invoice, the live project, and any open ticket. Same five people. Same place.
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