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Contacts & accounts
Keep people, businesses, notes, files, activities and key dates together in a clean, searchable record.
Relationship intelligence
Know the people behind the pipeline.
Lattice connects contacts, companies, conversations and the relationships between them—so your team sees the whole story, not another row in a database.
Works online & offlineCustom to your businessOne complete trail
Northstar account map● 18 active relationships
AK
Amira KhanDecision makerJL
Jon LiuNorthstarSO
Sofia OrtizAdvisorMB
Marc BellFormer colleagueRT
Rina TranProcurementRelationship signalWarm path discovered
Marc worked with Amira at Fieldwork. Ask for an introduction before Thursday.
ContactsCompaniesOrg chartsOpportunitiesCommunication trailsForecastingContactsCompanies
CRM foundations, expanded
One system.
Every connection.
Run the work you expect from a capable CRM, then go deeper. Lattice reveals who knows whom, how influence moves, and where a relationship crosses company boundaries.
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Living org charts
Map reporting lines, buying committees, influence and informal relationships within—or across—organisations.
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Pipeline & opportunities
Move deals through adaptable stages, assign next steps and keep every stakeholder connected to the outcome.
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Tasks & workflows
Turn signals into actions with reminders, routing, approval steps and automations that fit your actual process.
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Relationship strength
Spot warm introductions, fading accounts and hidden champions using activity, recency and mutual connections.
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Shared context
Give service, sales and partnerships the same reliable history—without duplicating notes between teams.
Unified communication trail
Every channel tells part of the story.
Bring calls, messages and social conversations into a single chronological trail. Connect your existing tools, capture context automatically and define new communication media whenever your business needs them.
PhoneEmailSMSWhatsAppLinkedInWeb chatSocialCustom API
Amira confirmed Finance will join the solution review.
Shared the transformation brief and tagged Rina as procurement lead.
Northstar returned to enterprise pricing for the third time this week.
Local-first mobile
Keep working when the signal stops.
Securely store the records you need on your phone. Add notes, update details and log conversations offline; Lattice synchronises changes when your connection returns.
Resilient by design
Your CRM goes where the work happens.
Perfect for site visits, travel, field teams and patchy reception. Choose which records are available on-device, with encryption, access controls and remote sign-out built into the experience.
Make it yours
Your language.
Your logic.
Create profile properties, relationship labels, communication properties, media types and workflows without forcing your business into someone else’s template.
Role in decisionPreferred channelReferral sourceRelationship strength
Communication type builderSaved automatically
Property nameIntroduced by⋮
Field typeRelationship⋮
Applies toCalls + Meetings⋮
Required whenNew stakeholder⋮
＋ Add another property
Insights & forecasting
See the next move sooner.
Forecast with more than stage and value. Lattice brings relationship health, engagement, buying-group coverage and momentum into every prediction.
Relationship-influenced pipeline
$2.84m
↑ 18.4% this quarterForecast signals
Commit$840k
Best case$1.26m
At risk$310k
82% confidence
Coverage improved across 6 buying groups.
Coverage improved across 6 buying groups.
Build better business relationships
Turn scattered contact into shared context.
One flexible CRM for every person, company, conversation and connection.
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