loftCRM

Concepts

Concepts

Terms used in the product.

Customer
An organisation you serve, with legal details, tier, strategic rating, sites, contacts, contracts and subscriptions. Guide
Contact
A person at a customer, with roles (authorised, technical, escalation), channels, a preferred channel and consent per purpose. Guide
Subscription (service)
A service delivered to a customer at a site, with an offering, capacity, SLA class, lifecycle state and live state. Guide
Request
A change to a customer's services: new service, upgrade, move or cessation. It has an owner, approvals and stages, and closes against a checklist. Guide
Stage and work item
A step of fulfilment owned by a team, such as technical fulfilment, billing start or customer notice. Its result is recorded with evidence and reviewed by a second person. Guide
Handover
Transfer of a request from one team to the next. It has a deadline and must be accepted; until then the sending team remains accountable. Guide
Approval authority
Configured rules for who may approve which requests and up to which limits, with delegation and leave. Guide
Impact
One event affecting services, such as a fibre cut, power failure or planned maintenance. It links services, customers, cases and notices. Guide
Case
A customer-reported fault or enquiry, with priority from impact and urgency and response and restoration timers from the SLA class. Guide
SLA class
Gold, Silver, Bronze or DC: availability target, service hours, and response and restoration targets per priority. Guide
Measure
A published definition of a figure: what is counted, the period, the date field and the time zone. Guide
Configuration
Teams, queues, calendars, roles, workflows, templates and rules, versioned and published with a change history. Guide