01 / Less repetition
Keep the context.
Customer, quote, delivery, support and invoice details stay connected instead of being copied between tools.
One connected workspace for growing businesses
A clearer way to
run customer work.
Bring your customers, sales, projects and support together.
Less chasing information. More room to move forward.
For growing businesses
One customer.
The whole picture.
Tessera helps teams move from lead to quote, project, support and invoice without copying the same information between disconnected tools.
Explore the productStart with one module. Set up your own workspace.
From £6 per user / month. £15 maximum per user / month.
Tessera / Customers
Customer record
Greenfield Consulting
Active customerSales opportunity
Website & onboardingWon
Onboarding project
Next: customer kick-offIn progress
Support request
Account access · PriyaAssigned
Next up · Customer kick-off, Thursday 10:00
One customer record. The whole picture.
A little less scattered
Your team shouldn’t have to
join the dots by hand.
A deal in one tool. A project in another. Customer details buried in an email. Tessera brings the essential parts of customer work together.
02 / More visibility
See what needs you.
Use practical dashboard views to spot stale sales work, overdue delivery and support workload.
03 / Better handovers
Move forward together.
Customer details, files and activity follow the work, with agreed scope and history ready for the next handover.
A clearer view
See the whole picture.
Find your next step.
Dashboards make open opportunities, active projects, service requests and overdue work easier to review.
Follow the customer journey
Connected by design
One customer.
A connected story.
Follow Greenfield Consulting from the first conversation to delivery and ongoing support. Select a stage to see what stays connected.
CRM
Start with a shared picture.
Keep customer and prospect records, contacts, notes, owners and next steps close to sales and delivery work.
Lead, quote, win, deliver, support, invoice. Start with the modules you need, then connect the next handover.
Your modules, connected
Choose the tools your team needs.
Start with one module and add more as your work grows.
CRM
Keep customer records, contacts, conversations and follow-ups together.
Pipeline
Track opportunities, forecast sales and see the next action for every deal.
Projects
Turn won work into delivery with tasks, owners, milestones and files.
Quotes and Estimates
Build quotes from customer details and keep agreed scope ready for delivery.
Invoices
Prepare customer invoices from accepted quotes or estimates and issue printable documents.
Knowledge Hub
Keep guidance, reusable answers and templates close to the work they support.
Ideas & Workshops
Bring ideas together, explore them as a team and turn the best outcomes into customer or project work after review.
Planning & Time
Plan who does what, see available capacity and compare planned work with actual hours. Optional, with controlled availability.
Service Desk
Manage manual support requests linked to customers and projects. Available for enabled teams.
Reporting Dashboards
Spot forecast movement, stale deals, overdue projects and support workload. Reporting Dashboards use the modules and records you have permission to view.
Explore Reporting Dashboards →
Business types
Built around the way you work.
From the first enquiry to the final invoice, keep your customer conversations and delivery work connected.
Consultancies
Keep client conversations, opportunities, project handovers, lessons and review actions in one place.
Agencies
Move from enquiry to quote, delivery and invoice preparation without losing scope, files, time or next steps.
IT service providers
Connect managed work, project delivery, reusable fixes and manual service requests for enabled teams.
Professional services
Give account managers and delivery leads shared context across client work.
Operations teams
Track ownership, due work, team access and business activity without scattered lists.
Tessera is aimed at teams that want connected customer work without taking on a full ERP implementation, advanced accounting, payroll or stock control.
Find your fit
A workspace that makes
sense for your team.
Only pay for what each person uses, avoid upgrade cliffs and cancel any time. Understand what’s included, what it costs and which modules your team needs.
Let’s make the details clear.
Start at £6. Add modules for £3.
Maximum £15 per user / month across the current paid modules.
Launch pricing is guaranteed for early customers for the first 12 months. Prices may vary after that. Prices are shown excluding VAT. No VAT is added at launch.
Explore pricingHow it works
Start with the work
you need to bring together.
Create your workspace, choose the modules you need and bring your team together. It’s as simple as that.
Create your workspace.
Create your Tessera account and set up a workspace for your business. You can get started yourself.
Choose your modules.
Start with the modules your team needs and add your first customer records. Add more modules as your work grows.
Invite your team.
Invite the people you work with and start managing customers, opportunities and delivery in one place.
Try Tessera free for two weeks. No payment card needed to start. Your trial begins when you activate your first paid module.
A few useful answers
Before you take a look.
Which modules are available?
Choose from CRM, Pipeline, Projects, Quotes and Estimates, Invoices, Knowledge Hub, Ideas & Workshops, Planning & Time, Service Desk. Reporting Dashboards bring together the records you can access. Planning & Time has controlled availability, and Service Desk is available for enabled teams.
Can we try Tessera for free?
Try Tessera free for two weeks. No payment card needed to start. Your trial begins when you activate your first paid module.
Who is Tessera designed for?
Tessera is made for service-led businesses that manage work around customers: consultancies, agencies, IT service providers, professional services and operations teams. It connects customer work without a full ERP implementation, advanced accounting, payroll or stock control. It may not be the right fit if your process needs highly customised bespoke workflows first, or you only want a single-purpose tool for one isolated job.
How do the features work together?
Customer details, files and activity follow the work from lead to quote, win, delivery, support and invoice. Start with the modules you need, then connect the next handover. Service Desk is available for enabled teams; optional modules retain their availability requirements.
Can we see how it would fit our business?
Yes. Request a demo through our contact form and tell us about your workflow. You can also create your own workspace and choose the modules you need without waiting for a sales call.
What about our existing customer records?
Talk to us about the records you already hold and the move you want to make. We can discuss setup and bringing your records across before you get started.
One connected workspace
Bring the work together.
Make room to move forward.
Create your workspace and choose the modules you need, or talk to us if you would like help deciding where to start.