Inside the workspace
The essential details deserve a place you can return to. Keep customers, plans, and lifecycle records together, without confusing record-keeping with billing or automation.
01 / customers
Keep your customer records in a dedicated directory instead of losing them among everything else.
Create a named record, keep its status clear, and return to it when the conversation moves forward.
One considered workspace
The details, together.
Example customer
Customer record
Example plan
Plan record
Example lifecycle
Lifecycle record
02 / plans
Maintain plan records alongside your customers, with a clear distinction between the two.
Keep an internal reference for your offers. Plan records do not process payments or manage billing.
An important distinction
A plan record.
Not a payment.
Keep the internal reference clear. No checkout, charges, or billing changes happen here.
03 / lifecycle
Use trial, active, and paused statuses to keep your lifecycle records understandable at a glance.
Update a record as things change. The overview brings the three directories together without inventing revenue or activity metrics.
Three clear statuses
Statuses you set on a record, not automatic lifecycle transitions.
Keep the conversation open
Send an enquiry through the contact form, or sign up for product news from the homepage. Newsletter addresses stay pending until their owners confirm.
A conversation, not a commitment