The platform

The whole post-sale motion. One spine.

Tickets, email, meetings, CRM, and telemetry flow in from the systems you already run. Quantesic resolves them into one account record per customer — then eight modules work that same record. The context is ready. The judgment is yours.

How it connects

Every signal lands on one record.

Not another dashboard to check. The systems you already run become one current record per account — and every module works from it.

Signals in

  • Tickets
  • Email
  • Meetings
  • CRM
  • Telemetry

The account record

Acme Corp Dana Reyes · CSM
62 amber ↓ health · trending down
ARR $340k
Renewal 47 days

One record. Every module reads it.

Modules act

  • Inbox
  • Support Engineering
  • CRM
  • Account Health
  • Implementation
  • Leadership
  • Knowledge Base
  • Portal

Illustrative interface · sample data

The modules

Eight modules. One shared record.

Each works the same account record. Start with one; the rest inherit its context.

Enterprise posture

The controls your reviewers will ask about.

Identity, secrets, and AI handling built for enterprise diligence — with a security overview your reviewers can actually read.

Tenant isolation

Your data stays yours.

Every record is scoped to your tenant, with role-aware authorization on each call — client writes are denied except through reviewed workflows.

Enterprise identity

SSO and provisioning, when you need them.

Supports SAML SSO, OIDC, and SCIM 2.0 provisioning — enabled per enterprise rollout, never on by default.

Sealed secrets

Tokens encrypted, secrets held apart.

OAuth tokens are sealed with AES-256-GCM; client secrets live in a managed store and are never shown back after setup.

Human-reviewed AI

Masked before the model. Edited before it ships.

A data-loss-prevention pass redacts sensitive fields before any text reaches a model — and every drafted reply, plan, or summary is inspectable and editable before it reaches a customer.

Review the full security posture
How teams roll out

Turn it on one team at a time.

Step 01

Connect the systems of record

Point Quantesic at the tools that already hold the truth — Salesforce, HubSpot, Gmail, Outlook, Zoom, and Google Calendar are connected today.

Step 02

The spine assembles

Signals resolve into one account record per customer — health, history, ownership, and risk — kept current as the work happens.

Step 03

Modules turn on per team

Start with the core platform, then license add-on modules — Support Engineering, Implementation & SOW, and Leadership — as each team comes online.

See it before your next renewal call.

A 30-minute walkthrough of the platform, with the person who built it.