THE CONNECTED BUSINESS PLATFORM

Your business, in motion.
Everything connected.

CRM, sales and service software for installation, engineering and technical support teams. Connect the customer, quote, job, stock and conversation in one business platform.

Based on the Rymley platform. Demonstration data; no customer information.

YOUR SYSTEMS. WORKING TOGETHER.

Microsoft 365WildixUniFiOpenAI+ Your world
Connect communications, networks, finance and physical operations with the customer at the centre.
01 / ONE CUSTOMER. THE WHOLE BUSINESS.

The relationship stays with the work.

Connect the customer, site and contact to the sale, the job and the equipment. Rymley’s Customer 360 brings communications, network information and service history into that same context.

  • Deals, quotes and sales orders
  • Tickets, contracts and customer assets
  • A connected history across the relationship
Explore connected workflows
CCustomer workspaceOne connected activity timelineDEMO
TODAY
  1. Ready for Billing

    The linked Sales Order is Ready to Invoice.

  2. Materials recorded on the Ticket

    Actual usage stays linked to real Inventory.

  3. Equipment installed

    Serialised equipment becomes a Customer Asset.

  4. Job created

    One Sales Order and one Ticket linked.

  5. Quote accepted

    The Deal is Won at the accepted Quote value.

02 / FROM ACCEPTED QUOTE TO ACTUAL WORK

Win the work. Keep it connected.

An accepted Quote creates one Sales Order and one Ticket after a staff review. The Sales Order preserves what was ordered; the Ticket records the labour and materials actually used.

  • No re-keying accepted products, prices or references
  • Ticket-owned material activity prevents double consumption
  • Ready for Billing moves the Sales Order to Ready to Invoice
Explore connected workflows
CONNECTED WORKFLOW · DEMO DATA

Ordered meets actual.

The Sales Order records the commitment. The Ticket owns material activity.

Ordered
10
Installed
8
Remaining
2
  1. Quote accepted
  2. Sales Order + Ticket
  3. Work & materials
  4. Ready to Invoice

Example: access points on a job, connected through to invoicing and Sage.

THE CONVERSATION, CONNECTED CONNECTED
INCOMING CALLCustomer context, ready.

Conversations linked to service history.

A shared email thread

The request and reply stay together.

A useful next step

Permission-aware summaries, ready for review.

Calls → recordings → tickets → customer history
03 / EVERY CONVERSATION HAS A CONTEXT

A call becomes part of the story.

The Wildix integration goes beyond click-to-dial. Recognise a caller, see open tickets and assets, connect the call to service work, and find recordings through the customer or ticket.

  • Permission-controlled recording archive
  • Microsoft 365 email-to-ticket and correspondence
  • Live wallboards joining calls, service and sales
Explore the integrations
04 / THE PHONE SYSTEM BUILDER

Ask once. Build from approved answers.

A secure portal wizard gathers the users, numbers, opening hours, routing and devices needed for a phone-system rollout. Customers can save progress, review and approve their information.

  • Less chasing spreadsheets and missing details
  • Supported Wildix provisioning from approved information
  • Engineer time reserved for work that needs engineering
Explore the integrations
PHONE SYSTEM BUILDER

One approved brief. A clearer rollout.

A secure Customer Portal journey, with saved progress and missing-information checks.

  1. 01Company & sites
  2. 02Users
  3. 03Telephone numbers
  4. 04Departments & call groups
  5. 05Opening hours
  6. 06Incoming call behaviour
  7. 07Out-of-hours routing
  8. 08Voicemail
  9. 09Devices & handsets
  10. 10Review & approve

Approved information → supported Wildix configuration → engineer review.

UNIFI MONITORING

The network, in customer context.

Illustrative network view using demonstration data only.

Internet
Online
Gateway
Online
Switches
8 / 8
Access points
11 / 12
Clients
124
Alerts
1
  1. Device event
  2. Check outage threshold
  3. Identify customer & site
  4. Notify support / create Ticket

Record quick recoveries. Escalate persistent outages with site and equipment context.

05 / KNOW THE CUSTOMER’S NETWORK

See the issue. Connect the response.

UniFi monitoring brings internet health, gateways, switches and access points into the customer context. Connect asset identity to live operational state, and act on persistent problems before the customer needs to call.

  • Customer and site-aware network health
  • Outage thresholds and recovery events
  • Monitoring connected to tickets and support contracts
Explore the integrations
07 / THE SITE, CONNECTED

See energy, security and operations together.

Rymley brings smart-meter readings, building alerts, controlled access, messages and network health into the same customer and site context as the work. Teams can understand the event, the location and the next response without moving between separate tools.

  • Live and historical energy use linked to a site, meter and account
  • Security events, authorised gate actions and event history
  • Template-led WhatsApp notifications for the people who need to know
Explore connected operations
CONNECTED SITE OPERATIONS · DEMO DATA

One site view. The right next action.

Illustrative operational view using demonstration data only. Customer names, phone numbers and identifiers are never used in public Rymley visuals.

Smart meters: live demand and consumption history
Security: event state and accountable response
Messaging: approved template and delivery status
Network: site health alongside the service record

Meter, security, access, message and network events retain their site context. Rules and permissions determine any automated action.

06 / INFORMATION THAT TRIGGERS ACTION

Rymley doesn’t just store it. It reacts to it.

Operational status connects work to the commercial handoff. Rymley automation turns a persistent network outage, PBX alert, incoming email or device event into the next appropriate action.

  • Identify the customer, site and affected equipment
  • Apply thresholds before escalating recurring alerts
  • Keep service teams informed with useful context
Explore the integrations
  1. 01Network event
  2. 02Customer & site
  3. 03Persistence check
  4. 04Ticket & alert
  5. 05Team notified

Monitoring events connected to the people who can act.

EXPLORE YOUR WORKFLOW

Built around the work you do.

PRACTICAL GUIDES

Make an informed next step.

Browse all guides
BUSINESS, CONNECTED.

Let your information move the business forward.

The customer, the sale, the job, the stock and the support team. One business platform. Business, connected.

Let’s talk about your business