Platform
TESSA Core: whatever you open is the core.
Open an account and it sits on top, with its deals, projects, quotes and finance hanging underneath. Open a project and the project is the core. Under every record, people, roles and permissions are set up once.
Under every record
What every record shares.
Identity and permissions
One sign-in and one set of roles. Finance data has its own permission.
People and organizations
A person is one person across every block.
Relationships
Who is connected to whom, and through which deal or project.
Audit history
Who changed what, and when.
Connected records
Whatever you open, everything attached to it hangs underneath.
Ask TESSA
AI that reads the open record and follows the same permissions.
What is in it
- Roles and permissionsAvailable
- People, organizations and relationshipsAvailable
- Audit trailAvailable
- Integrations: HubSpot, QuickBooks, JiraAvailable
- Ask TESSAAvailable
- Want something not shown here?Ask us
Beyond the list
Want something not shown here?
TESSA wraps around your business. Your business does not shrink to fit inside a box. It is modular, and any module you can imagine can be built on the same core, so you can stop taping your business together.
Walk through the core.
We will open a record and show you what hangs under it.