CRM automation from enquiry to handover
Connect enquiry capture, ownership, follow-up and delivery handovers. Build around the sales process your team can actually maintain.
The problem to solve
A CRM is useful only when the next action and its owner are clear. Enquiries that sit in an inbox, proposals with no follow-up owner and won work that has to be retyped into delivery are workflow problems.
Start with the sales stages
Define what new, qualified, proposal, won and lost mean for your business. Agree required information at each handover. A form submission is not automatically a qualified opportunity.
What an implementation can contain
Capture forms, CRM field mapping, duplicate handling, task creation, reminders, proposal preparation and a handover into the delivery system. The exact connectors depend on your existing tools, permissions and available APIs.
What we need from your team
A sales owner, example enquiries and proposals, access to a test environment and agreement on who may contact a prospect. Migration, additional channels and replacement of your CRM are separate scope decisions.
How done is checked
Trace an agreed test enquiry through capture, assignment, follow-up and handover. Check duplicates, failed integrations and retries. Measure accepted enquiries, sales-qualified opportunities and won work separately.
Bring us the business question
Tell us what should work better, which systems you use and who needs to work with them.