Lead
Capture enquiries, keep customer details in one place and track your customer and deal pipeline.
Product
Start with one module, then connect the journey from lead to invoice.
Tessera is designed for service-led teams that already understand the pain of separate tools. Use CRM, Pipeline, Projects, Team Planner, Service Desk, Reporting Dashboards, Time Recording, Quotes and Estimates, Invoices, Knowledge hub, and Ideas & Workshops as useful modules and visibility views, then let customer details move between them.
How it works
Lead, quote, win, deliver, support, invoice.
Tessera does not ask every team to change everything on day one. It gives each person the modules they need, while keeping the customer record ready for the next handover.
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.
Modules
Use the modules and views that fit each role.
One person may only need CRM. Another may need CRM, Projects and Invoices. Reporting Dashboards help managers review the work without turning dashboards into a separate place to manage records.
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.
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.
CRM keeps the customer record ready
Keep organisations, contacts, leads, notes, owners, priorities and next steps in one place so customer information can support later quotes, projects and invoices.
Pipeline shows what might become work
Track sales opportunities by stage, value, forecast, expected close date and next action, with stale deals easier to spot before they quietly slip away.
Quotes and Estimates reuse customer details
Create customer estimates and quotes from CRM, Pipeline or Project context, separate required and optional lines, record acceptance, and keep commercial documents connected to the work that follows.
Projects turn won work into delivery
Create projects for client delivery, internal work or follow-on services, then manage owners, health, tasks, milestones, files and status updates.
Team Planner connects people, availability and planned work
Team Planner is an optional paid, post-POC module in controlled availability for deliberately enabled organisations. Publish day, week and month schedules, see leave and availability before assigning work, resolve soft clash warnings and compare planned work with time recorded against the same assignment.
Reporting Dashboards show the work needing attention
Dashboard views summarise CRM, Pipeline, Projects and Service Desk activity so teams can spot forecast movement, stale deals, overdue delivery work, project health and support workload, then open the source records to act.
Ideas & Workshops supports planning before delivery
Use lightweight boards for structured planning, then convert useful outcomes into CRM or Project work after human review.
Manual time recording connected to the work
For enabled teams, record time against projects, project tasks and Service Desk tickets, submit weekly timesheets, approve entries and review export-ready billable work.
Service Desk links support 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.
Invoices are prepared from agreed work
Accepted quotes or estimates can prepare customer invoices and issue printable invoice documents. Payment collection and accounting sync are outside the current slice.
Access keeps modules controlled
Invite teammates, manage access and let people use the modules 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
AI-assisted drafts are optional and stay clearly marked for review when your organisation enables AI.
DraftNeeds review
Knowledge linked back to the work
Published articles include owners, review dates, tags, versions and links to customers, projects or tickets.
VerifiedLinked records
Connected workflow
When the work is won, delivery should not start from scratch.
A customer conversation can become an opportunity. A quote can be accepted. Won work can become a delivery project, and invoices can be prepared from accepted commercial documents.
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.
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 and act on the work that needs attention.
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
Clear enough for small teams, structured enough to grow.
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.
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 move from lead to delivery and invoice without repeated admin.