SomaAccount and contact context
Set up the records and relationships your team needs for this work, using the vocabulary agreed during discovery.
SOMAHQ MODULE / CUSTOMERS
Customer Relations
Connect accounts, contacts and opportunities in a shared pipeline.
01 / WHAT THIS MODULE BRINGS TOGETHER
A clearer home for
customer relations.
Keep the work and its supporting context connected. Agree the fields, ownership and permissions for this module as part of your wider SomaHQ setup.
Opportunity stages and ownership
Define the people responsible for reviewing and progressing each item, with the right context available at the handoff.
Customer activity and next steps
Connect this part of the workflow to related modules so the next team can work from the same business context.
ILLUSTRATIVE WORKFLOW
What it looks like in practice.
A sales manager prepares for a customer review, checking the open opportunity alongside delivery and service activity.
RECORDS TO MAP
Accounts, contacts, opportunities and activity.
Example scope for discovery, not a live customer deployment.EUROPEAN MADE. YOUR CONTROL.
The right capability.
The right boundaries.
Define data residency, access and AI processing before implementation. EUTS offers EU private cloud, on-premises and hybrid approaches, with self-hosted open-weight models as part of the architecture.
Sovereignty & security at SomaHQ ↗Agree the perimeter first.
Confirm which records people and connected tools may access, where human approval is required, and how your organisation will review changes and retain evidence.
Keep governance practical.
Map applicable GDPR and EU AI Act obligations to your use case with the relevant specialists. A module supports your processes; it does not itself establish regulatory compliance.
02 / CONNECT THE NEXT STEP
Better with
the right context.
These modules connect naturally to this workflow. EUTS confirms the appropriate configuration and integration scope for your team.
03 / IN YOUR INDUSTRY
See the wider workflow.
Before you start.
Can this connect to our existing tools?+
We review the systems you want to retain, their available interfaces and the data that needs to move between them. Integration scope, access and support are agreed before implementation.
How is access to this module decided?+
Your organisation defines roles and responsibilities. Discovery identifies record visibility, authorised actions, review requirements and the audit context your teams need.
When can we use this module?+
EUTS confirms availability, dependencies, configuration and onboarding in your proposal. Start with a focused workflow and validate it with the people who will use it.
START WITH YOUR OPERATION
Connect this part of your business.
Bring your workflows, current tools and hosting requirements. We’ll agree a useful starting scope together.
Talk to EUTS ↗Browse all modules