Customer system
One customer across every product.
A product is a working area inside your workspace. The customer record stays shared. Deals, lists, reports, agents, and access stay with the product that owns them.
Customer system walkthrough
Northstar Labs
northstar.example
Shared customer record
- Company
- Northstar Labs
- Domain
- northstar.example
- Contacts
- 3 linked people
Product membership
- Active
Zlar
Active sales relationship
- Included
Platform
Design partner context
The company and its contacts are workspace records. Product membership shares each one without creating another copy.
One ownership model
What stays shared, and what stays separate?
The workspace keeps customer identity stable. Products give the work around that customer a clear owner.
- Customer identity
- One company or contact record stays canonical across every product it joins.
- Product-owned work
- Deals, pipelines, fields, lists, views, reports, and agents stay with the product that owns them.
- Product access
- Workspace membership is not product access. Managers grant Member or Manager access explicitly.
Pipeline over time
See the pipeline as it was.
Today's pipeline cannot answer what changed. Weekly reports keep each deal in the stage it held at period end, compare matching weeks across periods, and mark anything that was never captured.
Pipeline over time
Deal count · Historical stage at period end
- Latest week
- 13 deals
- Comparison
- +2 vs previous period
- Target
- 12 deals
Deal count by stage
Captured since 3 Aug 2026
Latest captured week
31 Aug 2026
- Qualified
- 4
- Proposal
- 5
- Won
- 4
Included record
Northstar Labs opportunity
Qualified at period end
Coverage boundary
Captured since 3 Aug
The earlier week stays marked Not captured. picrm does not turn missing history into zero.
picrm Founding
One customer system. €49 per workspace, each month.
Create the workspace without a card, then add the products and access your team needs.