Your customer journey · AlefOS
A customer space that stays useful after your service.
Selections, documents, service visits and advice: give your customer a place to find what matters to them. Under your brand, their record remains useful between conversations.
Customer space · In practice
You have delivered. The record stays useful.
Camille finds her installation, documents and your company. A new request starts with the right reference.
01HandoverShare what will remain useful.
The company adds equipment references, the manual and service report to the information intended for Camille.
02ReviewFind it without asking again.
Camille returns to her personal space to review the manual and see what was installed.
03New requestReturn with the right context.
She prepares a maintenance request for the relevant equipment. The team resumes the record with its references.
Hello Camille.
Your installation · your documents · your follow-up
Heating installation
Entered brand · model · reference
Request maintenance ↗
Fictional journey and presentation example, not a product screenshot. Content and steps are configured for your company.
Workflow example
From the first step to what follows.
Choose what to share in the customer’s record.
The customer returns to their space and reviews documents or history.
They prepare their next request with the right references.
Fictional illustration. Available capabilities, sources and access depend on your environment; conditions are explained below.
On this page
- Your customer leaves with an organised record
- Personal access to shared information
- Real estate: a selection that stays accessible
- Construction: a record of what you installed
- Beauty: advice continues after the visit
- Services: find documents and get back in touch
- A space connected to your team’s work
- Frequently asked questions
Your customer leaves with an organised record
A manual in one email, a quote in another, a product name on paper. The customer space brings together the information you choose to share. Your customer returns to their record instead of asking for every item again.
Personal access to shared information
The customer returns through the identification method selected for your company. You choose the sections and visible items. Team notes, internal exchanges and other customers’ records are not part of their presentation.
Real estate: a selection that stays accessible
Your customer finds the properties you presented, their features and shared documents. They can return to a selection and prepare a viewing request referencing the property. The agency picks up the conversation with that context.
Construction: a record of what you installed
At handover, share entered equipment brands and references, manuals, reports and useful documents. When the customer prepares a maintenance request, they know which installation they mean and can find your company.
Beauty: advice continues after the visit
The customer finds the past services you share, recommended products and aftercare advice. They prepare their next request from a readable history. Internal observations stay with your team.
Services: find documents and get back in touch
A consulting firm shares a proposal, deliverables and signed documents. A professional makes authorised record documents available. The customer finds what was shared and uses configured channels to ask a question or request the next service.
A space connected to your team’s work
SalesOS prepares the commercial presentation. SignOS handles documents to sign. The customer space keeps customer-facing information available over time. We configure useful sections, access and journeys; you do not need every extension at launch.
What we prepare with you.
Scroll the table to read every column. With a keyboard, use the left and right arrow keys.
| In your journey | What we set up |
|---|---|
| Find | Shared selections, proposals, documents and history |
| Understand | Entered references, reports and advice |
| Return | Record-related requests, configured contact channels |
Frequently asked questions
Is this a copy of my internal workspace?
No. It presents information intended for this customer. The team keeps its own workspace and internal notes.
Is the content identical for every industry?
No. A construction record needs different sections from a property selection or service history. We select the information your customers need.
Do I need to install every module?
No. We define the useful journey and extensions needed for your project. The customer space can evolve with your business.
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