Customer conversation
Know who you are speaking to and what needs to happen next.
What Tessera does
One professional workspace for customers, sales, projects, support and knowledge.
Tessera helps service-led teams manage customers, sales opportunities, delivery projects, support requests for enabled teams and reusable knowledge in one connected workspace, without adopting heavy enterprise software.
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.
Feature pillars
Everything in the pilot path supports the same workflow.
CRM, Pipeline and Projects form the core path. Service Desk stays available for enabled teams, with Knowledge Hub, files, reminders and access supporting the same customer context.
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.
Customer management without the clutter
Keep customers, prospects, contacts, notes, owners, priorities, next steps and relationship history in one place, so fewer actions get missed.
A sales pipeline your team can actually use
Track sales opportunities by stage, value, forecast, expected close date and next action, with stale deals easier to spot.
Project delivery that keeps everyone aligned
Create projects for client delivery, internal work or follow-on services, then manage owners, status, health, tasks and milestones.
Support requests linked to the bigger picture
For enabled teams, manage manual service requests in a linked ticket queue with priorities, owners, due dates and customer or project context.
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.
Built for teams, not just individuals
Invite teammates, manage access and let people use the work areas they need without seeing everything.
Files, notes and history where they belong
Attach useful documents and images to customers, contacts, sales opportunities, projects, tasks and tickets where enabled.
Reminders that keep work moving
Stay aware of assigned activities, due dates, overdue work, project milestones, stale opportunities and Service Desk updates where enabled.
Knowledge Hub
Turn useful work into reusable guidance.
Teams can organise articles into spaces, use templates and tags, track owners and review dates, keep versions and comments, and search knowledge linked back to CRM, Projects and Service Desk.
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 workflow
From first enquiry to final delivery, keep the work connected.
A customer conversation can become a sales opportunity. A won opportunity can become a delivery project. A delivery issue can become a service request, follow-up task or reviewed knowledge article.
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.
Workspace control
Files, access and change history support the workflow.
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.
Product-led clarity
A calmer way to see the work that needs attention.
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
Why Tessera
Clear enough for small teams, structured enough to grow.
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.
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 customer work and reusable knowledge.