Sell against one account record. Not six tabs.
The six tabs a rep opens before a call — CRM, billing, support, usage — become one account record agents can act on.
The systems you already run, the objects your product declares, and the work your team gets back.
These marks name the kinds of system a source declaration reaches — a picture of the ecosystem, not a fixed menu, and nothing here implies a partnership.
Less reconciling. More selling.
One account, not six tabs
The account becomes one object with declared links to its contracts, invoices, open cases and usage.
Answers that show their work
A governed Function returns the number and the records behind it, so a rep can argue with it.
Approvals that live on the account
A discount approval is an Action on the account, not an email thread somebody has to find again.
What teams build. On day one.
Four places this work turns into declared objects, governed reads, and reviewed changes.
Account plan
The plan a rep writes once and never updates becomes a Function, recomputed from the current sources every time somebody opens it.
Renewal risk
Risk stops being a private column in each rep’s spreadsheet and becomes one Function over support history, usage and payment record.
Quote approval
A discount past your threshold parks until a different person approves the exact effects; below it, the same Action executes.
Territory moves
Reassigning accounts at quarter start is one Action, applied atomically and recorded once, not a bulk CSV nobody can reconstruct later.
How it runs. End to end.
The same path every product takes: connect what exists, declare what it means, then publish the reads and the changes.
- 01
Connect the systems reps already type into
The CRM stays the CRM; billing, support and usage stay where they are. Each is copied in on a cadence you set and only ever read, so nothing here writes back into your pipeline.
- 02
Declare the account and what hangs off it
Account, contract, renewal, invoice, case, usage — and the links between them — are written down once in reviewed product source, rather than redrawn by hand in each dashboard.
- 03
Publish the questions and the changes
Reads become Functions that return their evidence; changes become Actions with declared effects and a review threshold. Reps, applications and agents all get them on the same terms.
- 04
Let agents work the list inside those limits
An agent chasing a renewal list reads through the same Functions a rep does and changes an account only through the same reviewed Actions — never with authority wider than the rep who delegated it.
Common questions.
No. The CRM keeps owning pipeline and activity, and reps keep working in it. Bijection reads it alongside billing, support and usage so a question that spans all four has one answer, with each part traceable to the system it came from.
An agent has no write path of its own. It can only invoke the Actions your product declares, under the authority of the rep who delegated to it, and anything past your discount threshold parks until a different person approves the exact effects.
No, and that is a real limit. There is no deal-scoring model here and nothing that predicts a number for you. Renewal risk is a rule your team writes down, reads the same way for every account, and can argue with — if you want a score nobody has defined, this is the wrong tool.
Bring us a process.
We'll build it with you.
A business process, the systems it touches, and the rules it needs to follow.