Cresslink Product
Cresslink Console
The back-office system most small businesses never get around to building: one place for customers, work, money and the record of who did what.
The Problem
What it solves
- Customer information lives in one person's phone, job status lives in a group chat, and invoices live in a folder.
- Generic CRMs assume a sales pipeline that most operational businesses do not have.
- When staff change, the institutional knowledge leaves with them because nothing was ever written to a system.
The Solution
How it works differently
- A customer and job record that reflects operational work rather than a sales funnel.
- Invoicing and payment tracking attached to the job that produced them.
- An activity log that makes the history of every record recoverable.
Key Features
What the product does.
Customer records
Contacts, locations, history and notes in one auditable record.
Job management
Scheduled and recurring work with assignment, status and completion evidence.
Invoicing
Generate, send and track invoices against the work that produced them.
Staff activity
Who changed what, and when — for accountability and for handover.
Documents
Quotes, contracts and job attachments stored against the record, not in email.
Role-based access
Owners, managers and field staff see the system through different permissions.
How It Works
From setup to steady state.
- 01
Import
Bring existing customers and open work in from spreadsheets.
- 02
Schedule
Create and assign jobs, one-off or recurring.
- 03
Execute
Staff update status and capture completion evidence from any device.
- 04
Invoice
Bill from completed work and track payment to settlement.
Who it's for
- Service businesses with field or scheduled work
- Small teams outgrowing spreadsheets
- Operators who need a defensible record of work performed
Technology & infrastructure
- Role-based access control with a permission model per record type
- Append-only activity log
- Document storage with signed, expiring access URLs
- Background job scheduling for recurring work and reminders
Pricing
Per-seat subscription
Pricing is published at launch.
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Documentation and support are provided directly by the Cresslink engineering team.