The CoreAlign platform
Run your business from one clear place.
CoreAlign brings your customers, work, appointments, actions, documents and reporting together in a system configured around the way your business operates.
No disconnected spreadsheets. No cluttered software. No forcing your business into someone else’s workflow.
Most businesses are running on more systems than they need
Without CoreAlign
- Customer and job information spread across spreadsheets, inboxes and separate tools
- Every team member works differently, so nothing is easy to compare or report on
- Generic software forces your business to work its way, not yours
With CoreAlign
- One clear record for every customer, opportunity, job and document
- Controlled working screens, so every team member follows the same clear process
- Configured around your terminology, workflows and operational views
Everything your business runs on, in one system
Customers & opportunities
Organisations, contacts, enquiries and opportunities in one connected view.
Work & tasks
Work records, tasks and configurable actions, tracked from start to finish.
Appointments
A shared diary that keeps appointments connected to the work they belong to.
Quotes, products & payments
Quotes, products and services, and payments tracked against every record.
Documents & communications
Documents, files and communications kept together with the records they relate to.
Dashboards & reporting
Clear dashboards and reporting, built on the same underlying records.
Adapts to your business, not the other way around
Businesses can configure approved terminology, workflows, actions, outcomes and operational views around the way they already work, so CoreAlign feels like it was built for your business specifically, not retrofitted from someone else’s template.
Actions and outcomes that match how work actually happens
Define the actions, outcomes and operational views your teams use every day, so each record moves through a clear, controlled process rather than a generic status list.
Clear working screens. Configuration kept separate.
Normal users get clear, controlled working screens. Administration and permissions live in their own dedicated area, away from day-to-day work.
For everyday users
- Clear working screens built around approved terminology
- Controlled actions, so the right steps happen in the right order
- No unrelated configuration options to navigate around
For administrators
- A separate administration area for configuration
- Control over terminology, workflows, actions and permissions
- Confidence that day-to-day users can’t alter core configuration
Specialist tools, connected to your core records
Bespoke quote builders, product configurators and industry-specific modules can integrate with the same universal CoreAlign records , no duplicate data entry, no disconnected tools.
Bespoke
Quote builders
Specialist quote tools built for your pricing and configuration rules, linked directly to CoreAlign opportunities.
Bespoke
Product configurators
Configuration tools for complex products and services, keeping the resulting records inside CoreAlign.
Optional
Industry modules
Optional modules for specific industries, layered on top of the same universal records.
Why businesses choose a single, clear system
Clarity
One clear record for every customer, job and enquiry , no more piecing information together.
Control
Controlled actions and permissions keep work consistent as your team grows.
Adaptability
Configured around your terminology and workflow, not a fixed industry template.
Confidence
Clear reporting and dashboards built on the same dependable records.
Getting started with CoreAlign
01
Discovery
We learn how your business currently operates and what “good” looks like for your team.
02
Configuration
We configure terminology, workflows, actions and views to match how you work.
03
Onboarding
Your team is guided through the working screens relevant to their role.
04
Go live
You move to CoreAlign with ongoing support as your business continues to evolve.
Founding customer programme
Help shape CoreAlign as an early partner
We’re working closely with a small number of founding customers as CoreAlign is configured and refined. If you’d like early access and a direct say in how the platform develops, we’d like to hear from you.
Frequently asked questions
What is CoreAlign?
CoreAlign is a universal business management platform that brings customers, work, appointments, actions, documents and reporting together, configured around how your business operates.
Is CoreAlign built for a specific industry?
No. CoreAlign is deliberately universal. Businesses configure their own approved terminology, workflows and optional modules rather than being fitted into someone else’s industry template.
Can CoreAlign replace our current spreadsheets and tools?
That’s the goal , bringing the information currently spread across spreadsheets, inboxes and separate tools into one connected system.
Is CoreAlign a no-code database or page builder?
No. CoreAlign is a configured business management platform, not an open-ended database or page-building tool. Configuration is controlled and kept in a separate administration area.
How do we get started?
Request early access and we’ll walk you through discovery, configuration, onboarding and go-live together.
Ready to see CoreAlign for your business?
Tell us about your business and we’ll get back to you to talk through how CoreAlign could be configured for you.