Your whole customer graph, live.
An Account-360 customer master, a calls/visits/tasks activity timeline, multi-channel SMS·WhatsApp·push engagement and an analytics backend that tells buying from non-buying — all in production. The lead, opportunity and campaign engine is designed, and chipped as designed; Leysco Licia reads the same graph in early access.
code-inventory
reconciliation
company-books
CRM / sales & customer engagement
Salesforce · HubSpot · Zoho CRM · Dynamics 365 Sales
A customer graph that is actually live — Account-360, activity, engagement and analytics in production — under the same house that runs your distribution and finance, with the pipeline and campaign engine chipped as designed, not sold as shipped. code-inventory
| WHEN | INTERACTION | CHANNEL |
|---|---|---|
| Today 09:12 | Visit · order placed | Field app |
| Mon 14:05 | Follow-up call logged | Phone |
| Last week | Statement · reminder sent | |
| Account 360 | 3 touches | one record |
One customer, one record.
Live · the graphEvery account is one Account-360 record — contacts, addresses, credit terms and a running calls/visits/tasks timeline — bridged to the SAP business-partner master, with SMS, WhatsApp and push engagement off the same record. Nothing is kept in a second place. code-inventory
| SEGMENT | CUSTOMERS | STATE |
|---|---|---|
| Buying (last 30d) | 1,240 | ACTIVE |
| Lapsed (60d+) | 310 | WIN-BACK |
| Never bought | 95 | PROSPECT |
| 3 segments | 1,645 | segmented |
Buying, and not buying.
Live · analyticsThe analytics backend reads the customer and sales graph and sorts it — buying versus non-buying, segments and business-partner analytics — so a rep opens the day knowing who to keep, who to win back and who has never ordered. code-inventory
| STAGE | RULE | STATE |
|---|---|---|
| Capture | web / SMS / WhatsApp / walk-in | spec'd |
| Score | automated lead scoring | spec'd |
| Assign | territory / round-robin | spec'd |
| Pipeline | opportunity → deal stages | spec'd |
| 4 stages | 15-module spec | DESIGNED |
The pipeline, drawn to spec.
Designed · the pipelineLead capture across web, SMS, WhatsApp and walk-in, automated scoring, territory assignment and opportunity-to-deal stages are specified as a fifteen-module build — and shown here as a specification, not live data. We chip it Designed, because that is what it is. design-record
read buying vs non-buying customer analytics
suggest next-best-action per rep drafted, not sent
approve a human decides the agent proposes
Ask the customer graph.
Early access · LiciaOn Leysco Akili, Leysco Licia reads the same customer graph — a natural-language question about the pipeline or the forecast, a lead score, a next-best-action per rep — each one drafted for a human to approve, never sent on its own. Early access, pre-production. design-record
Everything in the CRM line.
In this line| Customer & Contact Management (Account 360) | Live | Customer/contact master, multi-address, credit terms, SAP BP bridge. |
| Customer & Sales Analytics / Segmentation | Live | Buying-vs-non-buying, segmentation, business-partner analytics. |
| Activity & Interaction Management | Live | Calls, visits, tasks and follow-ups on the customer timeline. |
| Multi-Channel Engagement (SMS · WhatsApp · Push) | Live | Outbound customer and rep messaging off the same record. |
| Field Sales & Route-to-Market Execution | Live | Van sales, journey plans, merchandising — canonical under Distribution. |
| Lead & Opportunity Management (pipeline) | Designed | Multi-channel capture, scoring, territory, deal stages — designed. |
| Campaign & Marketing Automation | Designed | Email/SMS/WhatsApp campaigns and nurturing — designed. |
| AI-Native CRM Assistant (Leysco Licia) | Early access | Leysco Licia over the customer graph — NL queries, next-best-action; Leysco Akili. |
Live where it's live. Designed where it's designed.
Signature · The honest pipelineThe CRM line ships mixed, and we draw it that way: Contact 360, Activity and Analytics are live and filled; Lead & Opportunity and Campaign are designed but not yet built, so they stay dashed outlines; and Leysco Licia is in early access, reaching across the graph. code-inventory
deployment-record
The same house runs 50,000+ outlets through its distribution operation on Leysco Field — and those outlets are customer records in this very graph. One customer master sits behind the field app and the CRM, so the account a rep visits and the account the CRM holds are the same account.
Lead, opportunity and campaign automation are designed — chipped honestly, not sold as shipped. On Leysco Akili, Leysco Licia reads the graph in early access. We say which is which, plainly.
- hold every customer, contact and interaction on one Account-360 record
- sort the base into buying, lapsing and never-bought without a spreadsheet
- engage customers over SMS, WhatsApp and push from the same record
- see the lead/opportunity/campaign engine as an honest design, not a promise
A CRM tab, a spreadsheet of segments and a field app that disagree → one customer graph — visited, segmented and engaged from one record
Part of the house.
RelatedDistribution & Field
Where the reps run the customer visits and orders.
LivePoint of Sale
Where walk-in customers meet the same customer master.
LiveLeysco Licia
The AI house — Licia reads the same customer graph, early access.
Early accessThe house has worked SAP Business One since 2017. company-books