Create a shared understanding of your business.
Three systems can describe one customer three ways. Ontio recognizes them as one.
- One definition per conceptCustomer, revenue and churn mean one thing.
- Owned by your teamsReviewed and approved by the people accountable.
- Used in every answerReports and answers finally agree.
Ontio · Business concepts
Demo data
The same customer in three systems
- CRM
acct_idA-00981Northwind Retail Inc. - ERP
customer_no400212NORTHWIND RETAIL - Data warehouse
party_keypk_77f3Northwind Retail
One business concept
Customer: Northwind Retail
Recognized across 3 systems
Connected relationships
- CustomerProduct3 product lines
- CustomerContractRenews Nov 2026
- CustomerInvoice42 invoices this year
- CustomerRevenue$1.24M trailing 12 months
Common definitions
One definition, agreed and owned.
If every team counts “active customer” differently, every report starts an argument.
“Active customer” today
- SalesHas an open opportunity
- FinanceInvoiced in the last 12 months
- ProductUsed the product in the last 30 days
With Ontio
Active customerv2 · Owner: Revenue Operations
Invoiced in the last 12 months and used the product in the last 90 days.
Illustrative example.
Connected relationships
See how the business fits together.
Each customer links to the products it buys, its contracts, invoices and revenue.
Select any entity to see what it connects to.
Where do your teams disagree on the numbers?
Bring the definition that causes the most debate. We will show how Ontio settles it.