CRM systems
A CRM that follows the way you work
Keep track of clients, requests and the next action without piecing the story together from several places We plan the system around a real workflow in your team
Start with one process that is difficult to follow today An existing CRM may already cover it If a custom system makes sense, the first version should stay focused on the work your team needs to do
A few ways this can work
Follow an enquiry
See who is responsible, which stage it has reached and what needs to happen next
Keep client records
Bring the details and work linked to a client into a record the team can use
Organise daily work
Connect tasks and project stages so the team can see what is waiting and what has moved forward
What we can include
- Client and request records
- Tasks and agreed project or sales stages
- A dashboard for the team
- Reports, access roles or data import when they are part of the scope
What changes the quote
- The records and workflows involved
- Who needs access and what they may change
- Existing data that needs importing
- Reports, integrations and support after launch
What to send
Send a description of how one request moves through your business A blank spreadsheet or a sample with invented client details can help explain the fields and stages without sharing private customer information
Before we start
Do I need a custom CRM?
Not always It is worth checking whether an existing tool covers your process before paying to build a new one
Can we begin with one workflow?
Yes A focused first version makes it easier to test how the system fits your team before expanding it
Can existing data be brought across?
We need to inspect its format and quality first We then agree what can be imported and any preparation needed
Tell me what you need
The brief asks about your project, timing and budget so we can discuss a useful first version