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Client 360

One client. One commercial history.

Every requirement, quote, approval, agreement, PO, invoice, payment, renewal and service request for a client, on one page, in the order it happened. Whoever picks up the account starts with everything.

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A corridor between glass cabins
Client 360 for Northstar Labs with locations, relationship and timeline

The client's history is in eight inboxes.

Sales has the requirement. Legal has the agreement. Finance has the invoices. The centre manager has the complaints. When the renewal comes, someone spends a week putting the story back together.

  • The person who negotiated the deal has moved on, and so has the context.
  • Finance chases an overdue invoice without knowing an expansion is being discussed.
  • Leadership asks what a client is worth and gets three different answers.

₹4.19 Cr

a year from one client, across 3 agreements and 312 seats.

Kharadi 240 seats ₹26.16L a month, Kharadi Annexe 48 seats ₹5.71L a month, Baner 24 seats ₹3.07L a month. Total ₹34.94L a month before GST.

Illustrative data. This is what is at stake when the history is scattered.

Everything about Northstar, on one page

Choose a tab. Each one is a live list from the same record: quotes, agreements, POs, invoices and the timeline.

The full product has 16 tabs, from contacts and requirements to collections, service requests and documents.

Customers / Client 360

Northstar Labs

Meera Shah, Director, Workplace

Owner Rhea Malhotra

Seats

312

3 locations

Monthly billing

₹34.94L

Before GST

Outstanding

₹18.4L

INV-2027-1098, 38 days

Kharadi240 seats, AGR-ALT-0412₹26.16L
Kharadi Annexe48 seats, AGR-ALT-0287₹5.71L
Baner24 seats, AGR-ALT-0351₹3.07L

Illustrative data: Altura Workspaces and Northstar Labs are fictional. Screens are faithful renderings of rivonOS.

The deal, in the order it happened

One year of Northstar Labs: from a referral for 240 seats to an 80-seat expansion enquiry and the first renewal window.

  1. 04 Oct 2026

    Lead created

    Enterprise referral, 240 seats, Pune

  2. 04 Oct 2026

    Requirement captured

    Jan 2027, 36 months, Kharadi / Baner

  3. 05 Oct 2026

    Site selected

    Kharadi, 240 of 260 seats

  4. 05 Oct 2026

    Quote created

    QT-2026-0418, ₹10,900 a seat

  5. 06 Oct 2026

    Discount approved

    12.1% below target, Arjun Mehta

  6. 19 Oct 2026

    Agreement signed

    AGR-ALT-0412, 36 months

  7. 22 Dec 2026

    PO received

    PO-ALT-24097, ₹3.57 Cr

  8. 01 Jan 2027

    First invoice issued

    INV-2027-0018, ₹30.87L

  9. 28 Jan 2027

    Payment received

    ₹30.87L, on time

  10. 14 Sep 2027

    Expansion enquiry

    80 additional seats

  11. 02 Oct 2027

    Renewal window opened

    Kharadi Annexe, 120 days to expiry

Who uses it, and for what

Sales and account managers
Walk into a renewal or an expansion knowing every price, concession and complaint, even on an account they inherited.
Finance
See the agreements, POs, invoices and payments behind an outstanding amount without asking sales for the background.
Leadership
See what a client is worth across centres and cities, and what is open with them, before a call with their CEO.
Centre and service teams
See open service requests and their SLAs next to the commercial picture, so service problems reach the renewal conversation.

What the client sees

Your client's finance and workplace teams get their own portal: agreements, invoices, receipts, the statement of account, PO upload and service requests. Fewer emails asking for a copy of last month's invoice.

Billing and collections
Client portal / Northstar Labs / InvoicesSigned in as Meera Shah
  • INV-2027-0018Jan 2027, paidPaid
  • INV-2027-1098Aug 2027, ₹18.4L openPart-paid
  • INV-2027-1164Oct 2027, due 31 OctDue
Statement of accountUpload a POAgreementsReceiptsRaise a service request

The full list

What Client 360 brings together today.

Selling

  • Account and contacts
  • Opportunities
  • Requirements and their revisions
  • Site visits
  • Quotes and approvals

Contracts

  • Agreements and amendments
  • Renewals with risk reasons
  • Expansion opportunities
  • Documents

Money

  • Purchase orders
  • Invoices, credit and debit notes
  • Payments and receipts
  • Collections, promises to pay and disputes

Service and history

  • Service requests with SLAs
  • Tasks and next actions
  • Timeline of every event
  • Client portal access

Questions operators ask

Does Client 360 show clients with agreements in several centres?
Yes. In the example, Northstar Labs has 312 seats across three agreements in Kharadi, Kharadi Annexe and Baner. Each agreement keeps its own terms; Client 360 shows them together.
Who can see a client's Client 360?
People whose role and scope cover the account. A sales executive sees their own accounts, a regional head the accounts in their region. Fields such as floor prices and bank details stay hidden from roles that should not see them.
Is the client portal the same as Client 360?
No. Client 360 is your team's view and includes internal information. The client portal is a separate login for the client, showing only their agreements, invoices, receipts, statement and service requests.
Does it show service problems as well as money?
Yes. Service requests and their SLAs sit on the same record, next to invoices and renewals. A renewal risk flag for complaints comes from the same data.

See how rivonOS would work across your centres.

One hour with the people who built it, using your own centres. If rivonOS isn't the right fit, we'll tell you.

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