Start with the modules you need
Use Tessera where your team needs support now, then add more when the next handover matters.
Lead to invoice, connected
One simple, joined-up way to manage leads, delivery, support and invoices
Tessera helps small teams move from lead to quote, project, support and invoice without copying the same information between disconnected tools. Dashboard views surface the work needing attention, so the journey is easier to follow.
Start with one moduleAdd modules when you need themFrom £6 per active named user£15 maximum monthly price
WorkspaceLeads, quotes, delivery, support and invoices connected around the same customer record
Lead to quote18Open opportunities with clear next actions
Won to delivery7Projects started with customer details
Work needing attention9Stale deals, overdue work and support workload surfaced
Lead and quote
Riverstone Digital onboarding estimate
Quote draftedNext action
Delivery
Greenfield Consulting rollout project
On track8 tasks
Linked context
CRM, Pipeline, Quotes, Projects, Service Desk, Reporting Dashboards, Time Recording, Invoices and Knowledge hub stay linked.
Customer notes, files, owners, next actions and dashboard signals stay close to the work as it moves.
CustomerQuoteProjectSupportDashboardInvoice
Why Tessera
Use the modules you need, then connect the next handover.
Tessera is built for teams that want simple adoption, clearer customer work and flexible pricing without turning setup into a project of its own.
Never retype customer details
Customer, quote, delivery, support and invoice details stay connected instead of being copied between tools.
See what needs attention
Use practical dashboard views to spot stale sales work, overdue delivery and support workload.
Keep costs predictable
Use low, flexible pricing with a transparent maximum monthly price for current modules.
Connected workflow
Lead, quote, win, deliver, support, invoice.
There are so many separate tools to choose from across the internet. We have made the operational journey simple: capture the lead, quote the work, win it, deliver it, support the customer, then prepare invoices, all from the records that already exist.
Lead
Capture enquiries, keep customer details in one place and track your customer and deal pipeline.
Quote
Create estimates using the customer and work information you already hold.
Win
Turn accepted work and won deals into organised delivery with a click of a button.
Deliver
Track projects, tasks, owners and deadlines so delivery progresses smoothly.
Support
Link service requests and useful guidance back to the same customer record.
Invoice
Easily prepare invoices from accepted quotes or estimates.
Before Tessera
- Leads in one system.
- Tasks in another tool.
- Progress checked by chasing updates.
- Quotes in documents.
- Invoices prepared from scratch.
- Customer information copied by hand.
After Tessera
- One customer record.
- Connected work modules.
- Dashboard views show work needing attention.
- Quote and invoice information connected to customer work.
- Recorded time and invoice details based on work already captured.
- Seamless handover from deal to delivery or project.
Modules
Start with the module your business needs help with first.
Each module can help on its own. They become more valuable when customer details, files and activity move from sales into delivery, support, knowledge, time and invoices. Reporting Dashboards sit across that activity so teams can spot where action is needed.
CRM
Keep customer and prospect records, contacts, notes, owners and next steps close to sales and delivery work.
Pipeline
See open opportunities, stage movement, forecast value, stale deals and the next action.
Projects
Turn accepted work and won deals into clear delivery projects with tasks, owners, deadlines and files already connected.
Team Planner
A controlled post-POC paid option for deliberately enabled organisations: plan who is doing what, see leave and availability, avoid clashes and turn planned work into recorded time.
Reporting Dashboards
See forecast movement, stale deals, overdue work and support workload from the records your team already uses.
Ideas & Workshops
Plan with lightweight boards and convert useful outcomes into customer or project work after review.
Service Desk
Capture requests, issues and support work in a way the team can actually manage.
Knowledge hub
Give your team a shared place for useful guidance, reusable answers and process notes.
Time Recording
Record time against customers, projects and work so invoicing and reporting become easier.
Quotes and Estimates
Create clear estimates from the customer and work information you already hold.
Invoices
Prepare invoices from accepted quotes or estimates and issue printable documents.
Launch pricing
Start at £6. Add modules for £3.
Decide what your team needs, and only pay for those modules. The maximum you will pay is £15 per month per active named user to use all current 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.
CRM only
e.g. CRM + Projects
e.g. CRM + Projects + Service Desk
Current paid modules
Connected handover
Less chasing. Clearer handovers. More work delivered professionally.
A won opportunity or accepted quote flows seamlessly into delivery with customer context, agreed scope, contacts, files and activity history already there to support the work.
Website redesign scope approved
Customer, scope, value, key contacts and recent activity are already linked.
Client onboarding project starts
Owners, dates, kickoff tasks, files and invoice details are ready for review.
Fit
For growing teams, not heavyweight enterprise resource planning.
Tessera is aimed at teams that want connected customer work without taking on a full enterprise resource planning (ERP) implementation, advanced accounting, payroll or stock control.
Tessera is a good fit if:
- You run a small service business, consultancy or agency.
- Your team moves work from sales into delivery or support.
- You want customer details to follow the work across modules.
- You want setup to stay simple without needing IT technicians.
- You want flexible pricing without an upgrade cliff.
- You are growing and need clearer ownership without a heavy rollout.
Tessera may not be right for you if:
- You need a full enterprise resource planning (ERP) implementation.
- Your process needs highly customised bespoke workflows first.
- You only want a single-purpose tool for one isolated job.
- You need advanced accounting, payroll or stock control.
Why Tessera
Built for growing teams that need clarity without complexity.
For businesses joining up work
Connect the steps between leads, quotes, delivery, support and invoices without a heavy rollout.
For teams with messy handovers
Customer details, files and activity follow the work instead of being copied between separate tools.
For managers who need progress
Dashboards make open opportunities, active projects, service requests and overdue work easier to review.
For simple adoption
Set up the modules you need, invite people and start working without needing IT technicians.
For flexible costs
Only pay for what each person uses, avoid upgrade cliffs and cancel any time.
For flexible adoption
Different people can use different modules, with access and change history kept under control.
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 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.
Request early access
Tell us where Tessera could fit your team.
Share the modules you want to explore and the approximate number of people who may use Tessera. We will review your details and come back about early access.