OnterixStart free

Customer and revenue

Turn scattered account context into a clear plan.

Prepare a cited renewal or resolution brief from permitted sources. Control what each recipient receives, approve each proposed change separately, and keep every destination receipt with the account.

Start freePlan a revenue workflow

A complete renewal result

Prepare the decision first. Approve each action separately.

The brief, forecast update, tasks, and customer message stay connected while each action receives its own approval.

RENEWAL RUN · CAPABILITY V3.2

Acme renewal

Confirmed
Actor and client
Maya Chen · person · Codex MCP
Current authority
Maya’s current CRM, support, and contract access
Released result
Cited brief · private call notes excluded
Approved actions
One forecast field · three tasks · one reviewed email
  1. 01 · DECISION BRIEF

    Cited renewal brief released to Maya Chen

    CRM revision 1842, support cases through July 25, and contract v7 informed the brief. Private call notes remained in the source.

  2. 02 · SALESFORCE

    Forecast stage changed from 2 to 3

    Maya approved opportunity opp_024 at revision 1842. Salesforce confirmed the exact field change in receipt sf_7K2.

  3. 03 · ASANA

    Three accountable follow-up tasks created

    Owners, due dates, source context, and completion criteria were approved separately. Asana confirmed task receipts as_91–93.

  4. 04 · CUSTOMER DELIVERY

    Reviewed follow-up delivered to Jordan Lee

    The recipient, seven released fields, and final attachment were rechecked before Gmail accepted message gm_4P8.

Example: disputed charge

Keep one resolution together. Approve each change separately.

A customer disputes a charge after the billing record and CRM disagree about the current plan. Onterix keeps the resolution together while the refund, CRM correction, and response keep separate approvals and destination receipts.

See exact approvals and safe execution
  • Confirm the current plan, invoice, dispute, and customer commitment from permitted sources
  • Approve the refund, corrected CRM field, and customer response as three exact actions
  • Recheck the recipient and released data, then retain each provider confirmation

Build the first customer capability

Start with one renewal or customer issue your team handles every week.

Connect the relevant systems in a managed workspace, or map the decisions, actions, and receipts with our enterprise team.

Build a customer workflowPlan an enterprise rollout