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Private beta: secure, managed business workflows for selected small teams.
Thorn Business PlatformManaged CRM & operationsBeta

The platform

Connect the customer journey to the work that follows it.

Bring accounts, contacts, leads, opportunities, projects, tasks, cases, and interactions into one practical operating view—so teams can see what matters and act with clearer ownership.

Explore beta accessReview platform controls

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Connected capabilities

Manage the customer journey and the work around it in one place.

The current platform connects essential CRM and operational records inside a controlled workspace. Availability labels distinguish what can be used now from areas still being refined.

How to read the status labels

AvailableBetaIn progress

“Available” means ready to use in a trial—not frozen, complete, or guaranteed to meet every production requirement.

Colleagues collaborating around a table

Make shared customer context part of the way your team works.

Team members discussing work together
Person reviewing information on a laptop
Person using a laptop in a secure workspace

Control who can see and change business data.

Secure workspace

Available

Authenticated access, tenant-aware records, teams, roles, and permission checks give each user an appropriate view of the business.

  • Authenticated workspace
  • Users, teams, and roles
  • Permission-aware actions
Colleagues collaborating on customer work

Turn customer context into visible sales progress.

Customer relationships and pipeline

Beta

Keep accounts, contacts, prospects, leads, opportunities, and follow-up connected so the next sales action remains clear.

  • Accounts and contacts
  • Prospects and leads
  • Opportunities and follow-up
Team working together around a table

Carry customer context from conversation into delivery.

Connected operational work

Beta

Link projects, milestones, tasks, cases, and interactions to the people and organisations around them, with clear responsibility for the work.

  • Projects and milestones
  • Tasks and cases
  • Interactions and ownership
Person reviewing charts and business information

See what matters without searching across systems.

Visibility and oversight

In progress

Search, dashboards, filtering, history, and configuration are being refined to make relevant work easier to find, understand, and manage.

  • Search and filtering
  • Dashboard summaries
  • Record history and configuration
A diverse team collaborating in a meeting

Connected workflows

Follow work across the business, not across disconnected tools.

A focused workflow shows how customer information, responsibility, and delivery records remain connected from first interest through ongoing work.

01

Turn interest into accountable follow-up

Capture a prospect once, preserve its context through lead and opportunity stages, and keep ownership of every follow-up visible.

02

Connect sales context to delivery

Connect a project, case, or task to the relevant customer records, assign responsibility, and give the team one place to understand the work.

03

Give each person the right view

Configure responsibilities so users can reach the records and actions they need without receiving unnecessary access.

Current scope

Clear boundaries without hiding the direction of travel.

Broader modules may be explored over time, but trial decisions should be based on today’s agreed scope—not a future roadmap.

  • Advanced sales automation remains outside the current beta scope
  • Accounting and inventory are not part of the current beta
  • A broad integration marketplace and no-code automation catalogue are future considerations
  • Beta screens, fields, and workflows will continue to evolve

Could this replace a fragmented workflow in your business?

Review how a guided beta can evaluate one important workflow without committing to a wider rollout.

Discuss beta access