Get organised
Bring scattered customer notes, follow-ups, sales work, delivery tasks and reusable knowledge into one practical workspace.
Connected work, clear delivery
Run your business from one connected workspace.
Tessera helps growing service-led businesses bring customers, sales, projects, support and reusable knowledge together in one simple, professional workspace from the first conversation to final delivery.
CRM, Pipeline, Projects and enabled Service DeskKnowledge Hub as an optional moduleBuilt for service-led teamsEarly access feedback group
WorkspaceCustomers, deals, projects, requests and knowledge connected
Open sales£182kForecast value
Due follow-ups14Across CRM and Pipeline
Needs attention3Projects, tickets and articles
Sales opportunity
Riverstone Digital onboarding
ProposalNext action
Delivery project
Greenfield Consulting redesign
On track8 tasks
Linked context
CRM, pipeline, projects, Service Desk and Knowledge Hub stay linked.
Customer notes, files, owners and next actions stay close to the work.
CustomerProjectTicketArticle
Look professional
Give your team a joined-up way to manage responsibilities, files, updates and customer history.
Stay in control
Review ownership, overdue work, team access and change history as the business grows.
Connected workflow
One workspace for the work behind your customers.
From first enquiry to final delivery, Tessera helps your team keep customer context, sales activity, project work and service requests for enabled teams connected with reusable knowledge.
Customer conversation
Know who you are speaking to and what needs to happen next.
Sales opportunity
Keep deals moving and spot opportunities that are going quiet.
Project delivery
Carry context into delivery and capture lessons that can be reused.
Service request
For enabled teams, handle requests and turn useful answers into knowledge.
Team control
Give people the right tools, knowledge and controls for their role.
Spreadsheets and shared inboxes only work for so long.
- Follow-ups get missed when notes sit in different places.
- Deals go quiet when next actions are not visible.
- Projects lose context when work is retyped after the sale.
- Support requests sit apart from the wider customer relationship.
- Useful answers and project lessons stay trapped in individual conversations.
Tessera gives teams a more professional operating rhythm.
- Customers, contacts, opportunities and projects stay linked.
- Owners, dates, next actions and project health are visible.
- Files, notes and comments stay close to the work they support.
- Reusable guidance can be reviewed, published and linked back to real work.
- Team access and change history help managers stay in control.
Feature pillars
Practical tools for connected customer work.
Start with a sensible workspace for customers, sales, projects and support, then add reusable knowledge as the team learns what works.
Customer management
Keep customers, prospects, contacts, notes, owners and next steps in one place.
Sales pipeline
Track stage movement, deal value, forecast, close dates and next action.
Project delivery
Manage owners, dates, tasks, milestones, files, health and status updates.
Service Desk
For enabled teams, manage support requests linked to customers and projects.
Knowledge Hub
Capture reusable answers, project lessons and process notes linked to the work.
Files, notes and history
Keep documents, comments, mentions and change history close to the work.
Team access
Invite teammates and manage access without exposing every area to everyone.
Reminders
Stay aware of due follow-ups, stale opportunities, milestones and assigned work.
Knowledge Hub
Your business knowledge, connected to the work it supports.
Capture reusable answers, project lessons, process notes and support knowledge, then link articles to the customers, projects and tickets they support.
Ticket, project or workshop insight
Useful answers, lessons and process notes start from real work already happening in Tessera.
Support replyProject lesson
Human review before publishing
Optional AI-assisted drafts stay clearly marked for review where AI is enabled.
DraftNeeds review
Knowledge linked back to the work
Published articles can carry owners, review dates, tags, versions and links to customers, projects or tickets.
VerifiedLinked records
Connected handover
Less chasing. Clearer handovers. More professional customer work.
A won sales opportunity can become a delivery project with customer context, promised scope, contacts, files and activity history ready to inform the work.
Harbour View service review accepted
Value, scope, key contacts and recent activity are already linked.
Quarterly service programme starts
Owners, dates, kickoff tasks, files and briefing notes are ready.
Visibility and control
Stay in control as the team grows.
Manage team access, reminders, workload, overdue items and change history from one business workspace.
Right people, right areas
Invite teammates and manage access as responsibilities change.
Files stay with the work
Attach useful documents to customers, opportunities, projects and tickets.
See what changed
Review important updates across access, settings and customer work.
Why Tessera
Built for growing teams that need clarity without complexity.
For businesses getting organised
Start with a clear structure for customer work, sales activity, delivery and support.
For growing service teams
Customer context follows the work from sales into delivery, service requests and reusable knowledge.
For managers who need visibility
Open work, overdue tasks, active projects and change history are easier to review.
For simple control
Team access, settings, files and workspace identity can be managed without enterprise complexity.
Use cases
Made for service-led businesses that manage work around customers.
Tessera is a practical fit for teams that need a more professional rhythm across sales, delivery, support, knowledge and operations.
Consultancies
Keep client conversations, opportunities, project handovers, lessons and review actions in one place.
Agencies
Move from enquiry to proposal to delivery without losing scope, files 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.
Early access testing
Try Tessera and help shape a more connected way to work.
We are looking for feedback from UK small and medium-sized businesses that want a clearer way to manage customers, sales, projects, support and reusable knowledge from one professional workspace.
We will use this information to contact you about the Tessera early-access programme and product fit.