ALINEA SYSTEMS
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ALINEA Business

The working core of a customer-facing business. Customers, projects, documents and reporting in one working view.

A businessman in a dark blazer at a wooden desk, working on a laptop while reaching for documents spread across the table.

The challenge

In many companies the story of a customer is scattered. The first inquiry sits in a chat thread, the quotation in a spreadsheet, the contract in someone’s folder and the status in a manager’s memory. Nobody can say quickly what has been promised, what has been delivered and what is still open.

Who it is for

  • Owners and managers

    Who need a trustworthy view of customers, commitments and progress.

  • Sales and account teams

    Who follow up inquiries, prepare quotations and keep relationships current.

  • Project and operations staff

    Who deliver the work and need the customer’s context at hand.

Role in the ALINEA ecosystem

Position in the ecosystem

ALINEA Business is the working core of the ecosystem. It holds the customer and project records that other modules refer to, so invoices, approvals, stock needs and website inquiries all connect back to the same customer and the same piece of work.

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Conceptual illustration

Areas it covers

  • Customer records

    Contacts, history and notes held once for the whole team.

  • Projects and jobs

    Scope, status, responsibilities and milestones for each piece of work.

  • Quotations and orders

    A structured path from inquiry to agreed work.

  • Documents

    Files attached to the customer or project they belong to.

  • Reporting

    Overviews of pipeline, workload and outcomes.

How it connects to other modules

  • ALINEA Workflow

    Approvals for quotations, discounts or variations are routed and recorded.

  • ALINEA Finance

    A completed milestone becomes an invoice without re-entering customer or project details.

  • ALINEA Sites

    Website inquiries arrive as customer records, ready for follow-up.

  • ALINEA Inventory

    Materials needed for a job can be checked against stock.

Next step

If customer and project information is your most scattered area, this is a natural place to start the conversation.

Early conversations are open. Tell us about your requirements and we will share how this module is designed to address them.

Discuss ALINEA Business