What’s new
The latest improvements to the Sustentus platform, newest first. Open an entry for the full detail, or use search to find a change.
- Every figure on platform setup opens the detail behind it· admin
- Your requirements document now keeps its history, and your own words· customer, csm, sdm, expert
- Blocked accounts is now one inbox you can work from· csm
- Every card on go live control opens to the accounts behind it· csm
- Every card on your project overview now opens to the records behind it· customer
- Every card on your workbench opens to the work behind it· expert
- Invoice approvals now live in Finances· admin, csm, sdm
- Vendors get one home for bringing in leads· vendor
- Leads take their customer's region and country automatically· admin, csm, vendor, customer
- Notifications is a grouped inbox you can filter· admin, csm, sdm, expert, vendor, customer
- Open any account in your portfolio, and read its status in your own words· csm
- Every figure on go live readiness opens to the work behind it· sdm
- Dark mode works on every screen· admin, csm, sdm, expert, vendor, customer
- Skills moves onto the Configuration page· admin, csm, sdm
- The users list is now segmented, with the columns each group needs· csm, sdm, admin
- A person's whole record, on one page· csm, sdm, admin
- Every card on your dashboard now tells you what it counts· vendor
- The workspace header names the customer and where they are· admin, csm, sdm, expert, vendor, customer
- A quieter lead workspace when there is nothing to do· csm, sdm
- Active service revenue now opens to the engagements behind it· vendor
- Who sees which satisfaction responses now follows the permission, not the role· admin, vendor, customer
- Accepting a bid checks the lead before the bid is awarded· sdm, csm, expert
- An account is matched to an existing record only on a verified email address· admin, csm, sdm, expert, vendor, customer
- Leads from your public form now wait for you before entering the backlog· vendor, csm, sdm, admin
- A permission you grant now opens the page, not just the way in· admin, vendor
- The funnel and customer cards open to the leads and customers behind them· vendor
- Revenue delivered and revenue at risk open to the work behind them· vendor
- Every card on the vendor dashboard now opens to the detail behind it· vendor
- Every rate on your dashboard now opens to the people behind it· vendor
- The lead workspace shows the expert shortlist and its fit scores· admin, sdm
- A bid left open on an awarded lead is now flagged, and rejectable· sdm, admin, expert
- Bid change requests and revisions now notify the service delivery manager· csm, sdm
- A bid that has been decided is no longer the expert's to change· expert, sdm, customer
- Mistyped enquiries no longer lock colleagues out of a lead form· vendor, customer
- Put a lead-capture form on your own website· vendor, admin, customer
- People named on an incoming lead are invited to your workspace, not added to it· admin, customer
- Requirements chat opens after you raise a request while viewing as a customer· admin
- Viewing as a person now shows the pages their own permissions open· admin, csm
- Invoice alerts now say what they mean for you· customer, expert
- Notifications open the request they are about· csm, sdm, expert, customer
- Notifications that fail to send are tried again, and no longer disappear· csm, sdm, customer
- Your own work follows the role you are working as· expert, customer
- A bid shows when it was submitted, not when it was started· sdm, expert
- A declined quote no longer shares the customer's reason with the bid pool· customer, expert, csm, sdm, admin
- Accepting a bid settles its quote before the bid is awarded· sdm, customer
- A declined bid is no longer named to rival experts· expert, customer, csm, sdm, admin
- Rejection reasons now reach only the people they were written for· customer, expert, sdm
- Inviting a customer who came in through your lead form now works· vendor, admin, customer
- Changing someone's role no longer disturbs the other roles they hold· admin, expert, customer
- A bid the platform cannot read now says so· sdm, expert
- An accepted bid is now final· expert, customer
- Write your requirements in conversation, and submit them when they read right· customer
- Your requirements, read back to you in the assistant· customer
- Pay an invoice from your project workspace· customer, expert, csm, sdm
- Run delivery from the project workspace· expert, csm, sdm, customer, admin
- Your CRM can send leads straight into Sustentus· vendor, admin
- Approve or reject an invoice from the project workspace· csm, sdm, customer
- A bid's rejection reason is no longer visible to rival bidders· expert, sdm
- Accepting a bid always sends the customer a quote· sdm, customer
- A permission you grant now opens the pages it protects· admin, csm
- The assistant can now sketch what it would take to source an uncovered pool· sdm
- A rejected bid keeps the expert's own remarks· sdm, expert, customer
- Switching roles now changes what you can do· admin, csm, expert
- Bid review works on every bid in the pool· sdm, expert
- The workspace shows your change as soon as you make it· customer, csm, sdm, expert
- Administrators can ask the assistant what it is costing· admin
- The assistant now shows what you can do on an account, not just where it stands· csm
- Proposals and bid review now sit with the service delivery manager· csm, sdm, admin
- Review each bid from its own row on the lead workspace· sdm, csm, expert
- The actions rail says which stage each group of actions belongs to· sdm, csm, admin, expert, vendor, customer
- See which updates on your project actually moved your go live date· customer
- The assistant now shows its reasoning, and offers the next question· csm, sdm, vendor
- The assistant shows you which register is answering· csm, sdm, expert, vendor, admin, customer
- See who is assigned to a lead without opening the assign action· csm, sdm
- Chase whoever is actually blocking go-live· csm, expert, vendor
- The lead workspace's actions are grouped and say what they do· csm, sdm, admin, expert, vendor, customer
- Edit a lead's overview and requirements as formatted text· csm
- Ask an expert to revise a proposal, instead of rejecting it· customer, expert, csm
- Bid summaries read as writing, not as code· sdm, csm, expert, customer
- Four more settings you can now change yourself· admin
- The assistant opens on what your role is for· csm, sdm, expert, vendor
- Leads without proposals now close themselves when the bid deadline passes· csm, expert, vendor
- Your subscription tier now appears on your settings· admin, vendor
- Accept or reject your quote on the project workspace· customer, csm, sdm
- Leads that stop now say why· csm, sdm, vendor
- Customers can approve their BRD without waiting for a CSM to be assigned· customer, csm
- Quiet requirements sessions now get a nudge, then a CSM· customer, csm
- Setup will not launch a workspace with nothing in it· admin, vendor
- Finish or revisit your workspace setup any time· admin, vendor
- A failed profile save now tells you what it did save· admin
- Renaming your workspace now changes the name everywhere· admin
- Reset a setting to default, then set it again· admin
- AI spend now counts the conversations we could not save· admin
- Publishing a prompt now checks it against what is actually live· admin
- The assistant now answers a CSM as a CSM· csm
- See what the assistant is costing you· admin
- Every number the assistant gives a CSM can now be checked· csm
- Vendors, experts and service delivery managers get their own assistant· vendor, expert, sdm
- Rich text keeps its formatting when you read it back· admin, csm, sdm, expert, vendor, customer
- The assistant can answer questions about your catalogue· customer, expert, csm, sdm, admin, vendor
- The assistant now fits your phone and follows your theme· customer, expert, csm, sdm, admin, vendor
- A branded sign-in, invitation and access experience in the console· admin
- A refreshed dashboard, activity trail and notifications in the console· admin
- A proper sidebar for the tenant management console· admin
- The console's tenant pages, refreshed· admin
- Your assistant conversations are saved· admin, csm, sdm, expert, vendor, customer
- The assistant now knows which organisation you are in· customer, expert, csm, sdm, admin, vendor
- Tenant workspace changes now arrive by email· admin
- The assistant tells you when it cannot reply· customer, expert, csm, sdm, admin, vendor
- Be told what happens in the tenant management console· admin
- Ask the Sustentus assistant a question· customer, expert, csm, sdm, admin, vendor
- See who did what in the tenant management console· admin
- Create, suspend and end a tenant from the tenant management console· admin
- See a tenant's plan, seats and subscription status in the console· admin
- Manage a tenant's users from the tenant management console· admin
- View As is now one control, at the bottom of every page· admin
- Every number on your dashboard now comes from the KPI dictionary· vendor, csm, sdm
- Revenue at risk, with each engagement counted once· vendor, csm
- Whether delivering faster brings customers back· vendor
- Which of your customers are you about to lose· vendor
- Active service revenue, and money that always says which money it is· vendor, csm
- Satisfaction, and the same figure weighted by what customers actually pay· vendor, csm
- Pick a demo persona by name, from one list· admin
- Revenue delivered, and how much of it landed on the agreed date· vendor, sdm, csm, customer
- See how many of your sourced leads turn into real work· vendor
- Step into the demo without a password· admin
- Reset demo data now dresses the people you can sign in as· admin
- The demo world is now a software vendor, not a consultancy· admin, csm, sdm, expert, vendor, customer
- The verification panel is gone from user profiles· admin
- Real blockers on your dashboard, and a nudge when feedback is due· customer
- The demo tenant now opens clean each morning, and records who reset it· admin
- Duplicate integrations and expert ratings can no longer be created· admin
- SLA timing now follows a project the whole way, not just at intake· csm, sdm, expert, admin
- Demo data now fits the people already in your tenant· admin
- See what every role can do, on one page· admin
- Setup can now be skipped· admin, vendor
- Every KPI on the vendor dashboard now says what it means· vendor, admin
- The users and finances pages load again· admin, csm, sdm
- Older quotes and invoices now show the work value too· customer, expert, vendor, csm, sdm, admin
- Quotes and invoices now show only the work value· customer, expert, vendor, csm
- Your service leads board now reads as a pipeline built around you· vendor, csm, sdm, admin, customer, expert
- Your notifications now live in the sidebar· admin, csm, sdm, expert, vendor, customer
- The lead journey now speaks your language· admin, csm, sdm, expert, vendor, customer
- Invite teammates, edit your organisation profile, and see access and SLA at a glance· admin
- See each bid opportunity's stage at a glance· expert
- Your project activity, invoices and dashboard are clearer than ever· customer
- Your vendor revenue, customers and delivery detail pages are all here· vendor
- Your SDM dashboard's colour-coded supply and quality signals are back· sdm
- Your dashboard's invoice and activity links now open real pages· customer
- Open every card on your platform setup dashboard· admin
- Permission changes now apply to open sessions instantly· admin, csm, sdm, expert, vendor, customer
- Change a user's role from the user directory· admin
- Fine-tune permissions for a single user· admin
- Click through any vendor dashboard card to see the detail behind it· vendor
- See the platform as any of your users· admin
- Switch between your roles without logging out· admin, csm, sdm, expert, vendor
- Set what each role can do from settings· admin
- Onboarding now captures a detailed profile for every product you sell· vendor
- Onboarding sets up your real SLA configuration· admin, vendor
- Cleaner services and skills in your onboarding setup· admin, vendor
- Your company profile is saved as real details during setup· admin, vendor
- Workspace setup now proposes your real settings, ready to confirm· admin, vendor
- Workspace setup is leaner, with no empty categories step· admin, vendor
- New teams are guided through setup before they start· admin, vendor
- Set up your workspace by chatting with an AI concierge· admin, vendor
- Create leads with a guided product, service and skill picker· vendor
- Choose which services a product offers· admin
- Skills now link to services, not categories· admin, csm, sdm
- See your single next best action on every lead· customer, expert, csm, sdm, admin, vendor
- Take action on a lead straight from its workspace· customer, expert, csm, sdm, admin, vendor
- Drill into customer health, and see SLA breaches in your churn risk· vendor
- See your revenue funnel and top customers with real numbers· vendor
- See which revenue and accounts are at risk on your vendor dashboard· vendor
- See where revenue sits across your delivery stages on your vendor dashboard· vendor
- See which delivery speeds and regions retain your revenue· vendor
- See real time-to-value and delivery speed on your vendor dashboard· vendor
- See your real earnings on the expert workbench· Expert
- See which customers are protecting — or putting at risk — your future revenue· vendor
- See the real money behind your area's service delivery· sdm
- See real bid-price economics for your area· sdm
- See the real strength of every expert in your area· sdm
- See which gaps will stop go-live — and track your outreach· sdm
- See which experts can actually cover each gap· sdm, admin
- See your real go-live demand on the SDM dashboard· sdm
- Chase blocked accounts without leaving your dashboard· csm
- Know at a glance whether your project will go live on time· customer
- See whether your go live risk is rising or falling· csm
- See real go live status across your accounts· csm
- See the slice of supply you own on the SDM dashboard· sdm
- See your earnings at a glance· expert
- Your work queue now shows the leads that need you· expert
- See and clear every go-live blocker across your accounts· CSM
- See your own portfolio of active accounts on the CSM dashboard· csm
- Message your delivery team from your project· customer
- Switch account or role and land straight on your dashboard· admin, csm, sdm, expert, vendor, customer
- See your real finances on your project· customer
- See real activity on your project· customer
- See how changes to your project affect timeline and cost· customer, expert, csm, sdm
- See and clear the actions that keep your project moving· customer, expert, csm, sdm
- All your organisation settings in one place· admin, csm, sdm
- Fill a tenant with demo leads in one click· admin
- New services, products and industries appear as soon as you add them· admin
- See your real active projects on the workbench· expert
- See your real opportunities on the expert workbench· expert
- See real quality scores for every expert· expert, vendor, csm, sdm
- Track what's blocking a project· csm, sdm
- Track your delivery progress on your dashboard· customer
- Your workbench is now yours· expert
- See your live project on your dashboard· customer
- See whether your platform is ready to go live· admin
- Configure delivery SLAs for your organisation· admin
- Manage your organisation's integrations· admin
- Configure commercial terms for your organisation· admin
- See your real team on your platform setup dashboard· admin
- Configure escalation for your organisation· admin
- Real data on your platform setup dashboard· admin
- Richer expert profiles in My Knowledge· expert
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