Business operations
Custom CRM System
Problem: Many businesses rely on spreadsheets, scattered notes, inboxes, or generic CRM software that doesn't match the way they actually sell and manage customers.
Solution: A CRM system set up around the company's own lead flow, customers, opportunities, follow up responsibilities, quotes, notes, reporting, and internal handoffs.
Capabilities
- Lead management
- Customer records
- Opportunity tracking
- Pipeline stages
- Follow up tasks
- Activity history
- Quote and proposal tracking
- Dashboards
- Reports
- Data export
- Access by role when the project calls for it
- Custom workflow rules