The Journey Platform

Your journeys are broken.
Your data is why.
ascentX fixes both.

CRM manages customers. ERP manages operations. Service platforms manage tickets. ascentX reunifies that data and adds AI on top — so problems surface before they cost you.

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Connects to the systems you already run

Salesforce HubSpot Oracle SAP Zendesk Microsoft Dynamics AWS Google Cloud Supabase

The Product

One workspace. Every system. AI on top.

Drill into any account and see everything that happened across every system — with AI summarizing what changed and why it matters.

ascentX cockpit showing a unified customer record with AI-generated account summary

The Problem

Journeys break when data lives in different applications.

Every customer process crosses multiple systems, teams and data models. No single tool sees the full path — the average enterprise runs 130+ SaaS tools, and teams switch between 9 applications just to complete a single task.

A single customer journey scattered across Salesforce, SAP, Oracle, ServiceNow, Microsoft 365, Workday, a database and Snowflake
01

Teams blind between handoffs

CS sees the contract. Product sees usage. Support sees tickets. Nobody owns the sequence — on average, 4 teams touch a single account, none with the full picture.

02

Root cause takes days, not minutes

When churn happens, rebuilding what occurred means pulling 4+ exports, joining them manually, and hoping the timestamps align. Most teams take 2–3 weeks to find the answer.

03

68% of churn is preventable

The early warning sat in three separate tools. By the time anyone connected the dots, the moment to intervene had already passed.

$12.9M

average annual cost of poor data quality per company

Gartner

2–3 wks

to answer one cross-system business question

Forrester CX Index

40%

of analyst time spent before analysis even begins

Gartner D&A Survey

6–18 mo

before a BI project delivers its first usable answer

Forrester TEI

These are not data quality problems. They are visibility problems.

Solution

Three steps. One live system.

Connect your systems, model the journey once, then run it as a live workspace — with AI watching for what's about to break.

Connect

Live access to systems and APIs.

Model

Business objects, relationships and steps.

Run

Workspaces, actions and embedded apps.

Architecture Overview

Build to scale.

Journey

  • Journey BuilderNo-code stage builder with cross-system conditions
  • AI CapabilitiesScoring, anomaly detection, pattern recognition, NL queries
  • App CreationJourney workspaces generated from your data model
  • Write BacksGoverned field edits synced to source with audit trail
  • ActionsTrigger workflows, orchestrate across systems

Cockpit Apps

  • Portfolio DashboardsAggregated health across every account
  • Real-Time SignalsLive scoring updated as underlying data changes
  • Cross-Product ViewsCRM, billing, product and support in one view
  • Drill-Down TimelinesFull cross-system event history per record
  • Anomaly AlertsAI flags deviations from expected journey behaviour

Connection

  • Endpoint ManagementAdapter library, API testing, authentication
  • Field MappingPagination and schema handling built in

Connects to:

Salesforce · SAP · Oracle · ServiceNow · Stripe · Workday · Snowflake · Any REST API

ascentX at the center connecting to SAP, Salesforce, Oracle, Microsoft 365, Snowflake, Databricks, AWS, Power BI, Slack, Google, Workday and ServiceNow

Templates

Pre-built for your industry.

Start with the template. Connect your systems. Customise the stages. Live in an afternoon.

B2B SaaS

Trial → Onboarding → Activation → Expansion → Renewal

Salesforce · Stripe · Mixpanel · Zendesk · Delighted

Financial Services

Lead → KYC / AML → Account Open → First Product → Retention

Core Banking · KYC System · CRM · Transaction DB · NPS

Healthcare

Referral → Intake → Care Delivery → Billing → Outcomes

EHR / EMR · Scheduling · RCM · Patient Portal · Outcomes

Retail & E-Commerce

Acquisition → First Purchase → Repeat → Loyalty → Win-Back

Shopify · Klaviyo · Loyalty Platform · Returns · Support

Professional Services

Prospect → Proposal → Kick-Off → Delivery → Renewal

CRM · Jira / Asana · Time Tracking · Billing · NPS

Category Creation

From systems of record to systems of journey.

Old model

Applications own isolated data.

Work happens through tabs, exports, tickets, spreadsheets and manual handoffs between teams. The journey exists — but only in people's heads.

ascentX model

Journeys own the business outcome.

ascentX unifies context, decisions and actions around the process — across every system, in real time.

Data → Decision → Action

Stop firefighting broken journeys.

Pick a template, connect your systems, and have AI watching every account
by the end of the day.