Most CRMs record the past. This one changes the outcome.
Cadence 360 is a sales, service and field platform that refuses to let a deal go quiet or a booking be made that cannot be honoured. Two modules, one customer record.
Your CRM is probably a filing cabinet that sends reminders.
Ask yourself three questions. The answers are usually uncomfortable.
Not a stage. Not a close date somebody moved twice. An action, with a date, that somebody owns. In most pipelines the honest answer is under half — and the other half are not deals, they are hope.
If that lives in an engineer's notebook and one shared spreadsheet, your aftermarket revenue is being decided by whether a customer remembers to call.
Nobody decided not to chase them. There was simply no list. It is the largest recoverable revenue in most businesses and it is invisible in most systems.
A system that reports these problems after the fact is not solving them. Cadence 360 is built to prevent them at the point the record is saved.
One rule, enforced everywhere.
This is not a setting. It is a database constraint, so no integration, no bulk import and no clever workaround can bypass it. A deal without a next step cannot exist.
The save fails and says why. You find out now, not in a report next month.
The pipeline means the same thing to every person, so the forecast is arguable on facts rather than optimism.
Default behaviour, not a customisation to rebuild every time the platform changes.
Two modules. One customer record.
Demand through to cash. Campaigns and journeys, leads scored and routed, configurable pipelines, quoting with margin floors, forecast, commission and partner management.
The promise, kept on site. Cases and SLA, work orders, a schedule board that refuses what it cannot honour, the installed base, maintenance agreements, offline mobile and field billing.
They share the same accounts, the same masters and the same implementation. That is the whole point.
A board that refuses what it cannot honour.
Most scheduling tools let you make the booking and discover the problem on the day. This one checks first, and tells you which constraint failed — the schedule assistant ranks candidates by travel, availability and proficiency, then lists the resources it ruled out with the reason for each.
Not just the characteristic — the level. A job needing Expert will not take Certified, and an expired certification removes the engineer from the board.
An expired confined-space permit blocks the booking. That is the point: an engineer turned away at a refinery gate is a wasted day and a safety issue.
Realistic drive time from the previous job, local shift and holiday calendars, and the part reserved against the booking.
Plant rooms, basements, offshore platforms and remote pump stations are exactly where equipment fails, and exactly where there is no signal. Jobs, assets, history, manuals and permits are cached before the day starts; work completed offline syncs the moment there is coverage. Time captures itself from four taps the engineer already makes — travelling, arrived, working, complete. Nobody writes a timesheet on Friday afternoon.
Contracts that raise their own work.
For anyone who supplies equipment, the aftermarket is not occasional. Elements, seals, service kits, calibration and statutory recertification are predictable, date-driven work on equipment you already sold. That revenue only exists if you know what is installed, where, and when it is next due. Maintenance agreements generate their own work orders and their own invoices, ahead of the window, for years — so the schedule is planned rather than firefought, and the renewal is created before the agreement lapses.
Serial numbers, functional locations to four levels, asset properties and certification dates.
Bookings raised before the window opens, not on the day somebody remembers.
Warranty, agreement, insurance or chargeable — settled before the engineer arrives, not argued after.
Fourteen things decide themselves. None of them use AI.
Scoring, deal health, case routing, approvals, deduplication, forecasting and scheduling all run on rules, statistics and cached results — inside your own database, at no cost per decision.
Generative AI is a separate pack — seven use cases, off by default, each with its own hard spending ceiling that stops rather than warns. Switch all of it off and nothing stops working. That is not a limitation; it is the design.
Live on your data in four months.
Your people work in the system at the end of month three, not at the end of the project.
Discovery and design
Process workshops, data model, pipeline and asset design, integration design, baseline measurement.
Ends with: signed design documentBuild
Configuration on your real data, migration, integration with a dry run before any write, fortnightly demonstrations.
Ends with: working system in UATValidate and go live
User acceptance testing, training, cutover, two weeks of hypercare.
Ends with: live, adopted, handed overYou see the system running your processes on your data from week five, with a demonstration and your acceptance at the end of every sprint. The most valuable moment in a sprint review is not approval — it is the sentence that begins "actually, we do that differently". Hearing it in week five costs nothing. Hearing it in user acceptance testing costs a great deal.
Six guided steps in dependency order. What you type is written into the real configuration, so the system is yours from the first day rather than something handed to you.
Eight decisions, not eight features.
Next steps, loss reasons and stage criteria are default behaviour enforced at save, not a customisation to specify, build and maintain.
Nothing in the core product sends a token to a language model. AI is priced separately, off by default, with a hard ceiling.
A six-rule policy matrix, sub-millisecond, identical every time. A regulator can read the rule that approved a discount.
Sales and service share accounts, masters and configuration from day one. No second implementation.
Around a hundred master lists, custom objects and fields, configurable pipelines and approval limits — changed live, by an administrator.
Two-way connectors, REST, GraphQL, signed webhooks and an event bus. For every synced field you nominate which side wins.
Multi-entity, multi-currency, Arabic right-to-left, local tax and e-invoicing, and calendars that understand local weekends and Ramadan hours.
A full export of records, files, audit trail and schema on request. You stay because the product earns it, not because leaving is expensive.
The page most vendors leave out.
You will be shown a great deal of software this year. Here is what we are not going to tell you.
We would rather help you reach the right decision than win the wrong project. That is a commercial position, not a moral one — the wrong project costs us more than it costs you.
Configured for the country you operate in.
We configure and tweak Cadence 360 for your market — local tax and e-invoicing, national banking and payment rails, currency and multi-entity structures, working calendars and holidays, local language and presentation, and the business practices particular to your region. Localisation is scoped during discovery and configured before go-live. How we localise →
Built global, configured local. The platform is configured and tweaked for your country — local tax and e-invoicing, national banking and payment rails, multi-entity and multi-currency structures, local language and calendars.
See it refuse to let one of your real deals go quiet.
The fastest way to understand Cadence 360 is not a demonstration script. Bring us a real pipeline, or a real week of work orders and one customer site, and watch what the system will not let you do.