CRM & customer records
Manage leads, opportunities, contacts, quotes, follow-ups, customer profiles, files and relationship history.
Modules
Choose the shape of your TechShield workspace.
TechShield is built as a commercial operating system: start with CRM and customers, then add service, finance, agreements, automation, cyber, onboarding and integrations as your business matures.
Commercial workflow
From first enquiry to approved work and paid invoices.
Each module shares the same customer record, so sales, delivery, support and finance are working from the same truth.
Service desk & ticketing
Run support queues, SLA work, worklogs, customer updates and recurring service activity without losing context.
Finance & billing
Turn contracts, products, one-off work, recurring services and billable time into invoices and finance workflows.
Agreements, MSA & SOW
Create templates, request signatures, send schedules of work for approval, then convert approved SOWs into contracts or invoices.
Endpoint management
Track devices, alerts, patch visibility, BitLocker, customer assets and remote operational views from one workspace.
Cyber security
Manage incidents, risks, vulnerabilities, remediation, evidence and Cyber Essentials style activity across customers.
Automation
Schedule repeatable workflows, approvals and controlled automation runs so the platform remembers the routine work.
Client onboarding
Move signed customers into a structured onboarding path with tasks, requirements, ownership and clean handover to live service.
AI receptionist
Capture inbound calls and enquiries, classify the outcome, and route leads or urgent work into the right queue.
Integrations & reporting
Connect Xero, Microsoft 365, supplier tools, reporting, CSAT and operational dashboards around the same customer data.
How the modules fit
A practical customer journey, not a box of disconnected features.
01 Lead captured in CRM
02 Quote or SOW approved
03 MSA signed
04 Onboarding tasks created
05 Recurring contract or one-off invoice generated
06 Service, reporting and renewals continue
Ready to package it
Pick a plan now, add modules as the commercial model grows.
For most commercial launches, Pro is the cleanest starting point because it shows the full business workflow rather than just the CRM layer.
See pricing