THE RYMLEY PLATFORM

From opportunity to operational delivery.

The customer, the sale, the job and the stock share one connected workflow. Keep information flowing across every part of your business.

Customers, sales, service, inventory, communications and automation. One connected business platform.
CRM & CUSTOMER 360

One customer context.

Customer details, sites, contacts, tickets, assets, contracts and commercial relationships form the foundation. Customer 360 connects documents, communications, phone activity and network information to that relationship.

  • Customer, site and contact context
  • Deals, quotes, sales orders and service history
  • A growing view of the whole customer relationship
DEALS & SALES PIPELINE

See the opportunity before the win.

Deals move from New through Qualified, Proposal and Negotiation to Won or Lost. Sales reporting connects open and weighted pipeline to won sales, quoted and actual gross profit, and salesperson or customer performance.

  • Estimated value, probability and expected close date
  • Linked quotes and the accepted commercial outcome
  • Unknown costs remain unknown, never silently zero
QUOTES & JOB CREATION

The accepted quote starts the job.

Quotes snapshot products, services, quantities, prices, costs, discounts and terms. Revisions remain linked to the Deal. Acceptance marks the Deal Won at the accepted value; Create Job links one Sales Order and one Ticket after a review of title, queue, status and assignees.

  • Draft, Sent, Accepted, Rejected, Expired and Superseded
  • Historic quotes stay unchanged when product prices change
  • Accepted commercial details flow into delivery
SALES ORDERS & BILLING HANDOFF

What was ordered. What was done.

The Sales Order retains the accepted commercial snapshot. The Ticket owns actual material activity, so ordered, actual, remaining and additional quantities can be compared without consuming stock twice. Ready for Billing makes the linked Sales Order Ready to Invoice.

  • Separate ordered commitments from actual work
  • Compare delivery progress and additional materials
  • Create and send invoices, with a connected Sage handoff
TICKETS & SERVICE DELIVERY

A workspace for the work itself.

Tickets connect customer, site, contact and queue to notes, labour, timers, work and materials, attachments, contracts, assets and billing preview. Created By is separate from the multiple people assigned to do the job.

  • New → In Progress → Awaiting Customer / Supplier
  • Ready for Billing → Closed
  • Support Desk and Invoicing queues
INVENTORY & SERIALISED ASSETS

Know where it is. Know how it got there.

Manage products, suppliers, locations, receipts, transfers, corrections and availability in Inventory. Add real stock to a Ticket; installed serialised equipment becomes a Customer Asset with its custody and job history connected.

  • Quantity and serialised products, balances and restricted stock
  • Purchase units, stock units and product/supplier relationships
  • Exact equipment, location and installation history
Explore inventory and asset tracking
PURCHASE ORDERS

Receiving feeds the same inventory.

Purchase Orders preserve supplier, product and commercial snapshots. Partial, multiple and serialised receipts place stock into exact Inventory Locations used by engineers and Tickets.

  • Purchase quantities and purchase units
  • Partial deliveries and serialised receiving
  • Job shortages feed purchasing requirements
COMMUNICATIONS & SCHEDULING

The inbox and phone system join the work.

Microsoft 365 connections create or update Tickets from email, retain replies and bring engineer availability into scheduling. Wildix links caller context, call activity, recordings and integrated service, sales and management wallboards.

  • Ticket-linked calendar appointments and legitimate time changes
  • Searchable recordings with permission-controlled access
  • PBX users, queues, devices and communications context
PHONE SYSTEM BUILDER & PORTAL

Structured answers. Repeatable onboarding.

A secure Customer Portal wizard collects users, numbers, departments, hours, routing, voicemail and devices. Saved progress, missing-information checks and customer approval lead into supported, safely scoped Wildix provisioning.

  • Customers provide and approve information once
  • Fewer gaps, repeated emails and configuration mistakes
  • Portal requests, quote approvals, documents and assets
UNIFI & SYSTEM MONITORING

Connect infrastructure health to support.

The monitoring layer connects UniFi networks, Wildix PBXs, Microsoft 365, Shelly and other supported systems. Surface Healthy, Warning, Critical, Offline, Authentication issue or Data stale states in the right customer context.

  • Internet, gateway, switch, access point and client visibility
  • Persistent outages can trigger tickets; quick recoveries can simply be recorded
  • Link live device state to installed Customer Assets
AUTOMATION, AI & PHYSICAL DEVICES

Make events useful. Make context readable.

Rymley joins monitoring and operational events to workflows. AI can summarise tickets and calls, classify email, extract actions and identify missing onboarding information. Shelly events and vehicle geofences extend that context to physical operations.

  • Human oversight and permission-aware access
  • Summaries of service, network and sales history
  • Device thresholds, equipment alerts and arrival timing
ENERGY, SECURITY & SITE OPERATIONS

Physical sites belong in the business workflow.

Live power demand, consumption history and meter health can sit alongside billing and tenant context. Security events, authorised gate control, network observations and message delivery each retain their link to the right site, people and service history.

  • Smart-meter power and energy readings with operational history
  • Security alarms and access events routed with accountable context
  • Template-led operational messages with delivery status and audit history
THE THREAD THAT CONNECTS IT ALL

Context belongs
with your customer.

One shared timeline is the centre of Rymley. It connects the work across teams, systems and physical locations.

Explore the integrations
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.

EXPLORE YOUR WORKFLOW

Built around the work you do.

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