PolarisUse cases
Five shapes. One graph.
The core is a small-team CRM. Packs add manufacturing, nonprofit, legal, and family office objects without forking the customer file.
01 · Core
Business
The studio, the shop, the practice. Contacts and deals on the left. The invoice or the project on the right.
02 · Pack · Manufacturing
Manufacturing
A quality hold opens a ticket on the same company. Lot 7A-112 is not a quality island.
03 · Pack · Nonprofit
Nonprofit
Funds and gifts against the people and companies already in the file. Development does not get a second CRM.
04 · Pack · Legal
Legal
Time on the same contact. The engagement letter sits next to the invoice it billed.
05 · Pack · Family Office
Family Office
Households bound to the people already in Contacts. Members, gifts, and counsel — not a second operating system.
Packs
Enable them in Settings. They do not fork the file.
Work orders, gifts, households, and matters write back to the company, deal, and ticket. Same five people. Same place.
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