Our Platform

Spaces +CRM

Most operational drag comes from processes that were never designed; they just accumulated. Persist! Spaces + CRM gives you the tools to map how your business runs, manage your client relationships, and keep your teams coordinated as you scale.

Process DesignKPI MonitoringClient ManagementPipeline TrackingProject SpacesReporting

Built to Flow

Your Operations. Your Clients.
One Workspace.

Operations without visibility are just activity without accountability. Persist! brings your processes, KPIs, and client relationships into a single workspace, so you can see exactly where work is moving, where it's stalling, and what to fix next.

Workflow Clarity

See every dependency and handoff in real time, no more process gaps costing you.

Performance Monitoring

Connect KPIs to process steps so you know exactly where efficiency lives and where it doesn't.

Continuous Optimisation

Iterative improvement loops built in; every cycle makes your operations sharper.

Finance Q3

Finance
12 tasks4 members

Client Onboarding

Operations
8 tasks3 members

Legal Review

Legal
5 tasks2 members

Sales Pipeline

Sales
17 tasks6 members

HR Expansion

People
9 tasks3 members

Product Launch

Engineering
24 tasks8 members
Project Spaces

Project Spaces & Task Management

Give every project a home. Spaces bring together the people, tasks, files, and conversations for a piece of work, so collaboration is structured, not scattered across tools and inboxes.

Create dedicated spaces for projects, clients, or teams, with tasks, timelines, and ownership built in

Assign deliverables with clear due dates and responsible owners so accountability is never ambiguous

Track progress at the task and project level, from a single view that surfaces what needs attention today

Process Design

Process Design

The difference between a scalable operation and a chaotic one is usually design, not effort. Stop patching broken workflows. Build them properly, with the structure and documentation to make them repeatable at any size.

Map current and future-state workflows with full transparency into what changes, what it costs, and why

Redesign for clarity, automation readiness, and the scale you're planning, not just where you are today

Turn every process decision into a documented SOP with built-in ownership and accountability

Process Flow

Step 1Trigger

Client submits RFQ or internal request is raised

Step 2Review

Assigned owner reviews against SLA and criteria

Step 3Approve

Escalated for sign-off or auto-approved within threshold

Step 4Execute

Task assigned, deadline set, delivery tracked

CRM Pipeline

8Lead
5Qualified
3Proposal
2Closed

RFQ #10031

Kora Capital

Follow up

RFQ #10028

Westfield Group

Active

RFQ #10024

Helix Partners

Proposal sent

RFQ #10019

Pinnacle Ltd

New
Client Management

Client & Contact Management

Your client relationships are as important as your internal operations. Persist! gives you a structured place to manage every contact, track every interaction, and stay on top of every relationship, without letting anything fall through the cracks.

Centralised Contact Records
Interaction History
Follow-up Reminders
Relationship Insights

Centralise every client and contact record so your whole team works from the same up-to-date picture

Log interactions, notes, and next steps against every contact, so context is never lost when people or situations change

Set follow-up reminders and relationship touchpoints that keep you proactive, not reactive

Process Monitoring

Process Monitoring

Don't wait for a report to tell you something went wrong. Persist! alerts fire the moment a process deviates, so your team can act before small issues become costly ones.

Set deviation thresholds on any process step; get alerted the moment something falls outside expected bounds

Alerts are routed to the right person automatically, with full context on what triggered them and where in the process

Every alert links back to its root cause so you fix the system, not just the symptom

SLA Breaches

2 active

KPI Deviations

1 active

Process Gaps

3 flagged

Approvals Overdue

4 pending

Escalations

1 open

Resolved Today

7 closed

Communication Channels

Direct Message

Instant

Real-time thread between you and the stakeholder, linked to the relevant RFQ or project

Structured Update

Scheduled

Formatted briefing sent on a defined cadence: board packs, project summaries, status reports

Alert Notification

Automated

Triggered automatically when a milestone is hit, a deadline is missed, or approval is required

Group Broadcast

Broadcast

One message to all relevant stakeholders, filtered by role, project, or relationship tier

Stakeholder Engagement

Stakeholder Engagement & Communication

Decisions don't fail in execution; they fail in communication. Persist! keeps every stakeholder aligned, informed, and engaged at the right moment, without the overhead of endless update meetings.

Log and track every stakeholder interaction so context is never lost when conversations span weeks or teams

Send structured updates to the right people at the right time, with visibility into who has seen what

Link stakeholder touchpoints directly to live project and process data so every conversation is grounded in fact