E-commerce · Integrations
A CRM where enquiries do not disappear
We connect every form, call and message to a managed customer journey with unified records, owners, tasks and statuses.
Business use case
For companies receiving enquiries from multiple channels where handoffs and sales attribution break down.
What is included
✓Sales and enquiry audit
✓Pipelines and stages
✓Customer and deal records
✓Roles and permissions
✓Tasks and reminders
✓Website, telephony and email
✓Messengers
✓Reports and automation
How we work
- 01
Audit
We map sources, stages, roles and bottlenecks.
- 02
Model
We design records, statuses, permissions and required fields.
- 03
Integration
We connect forms, calls, email and messengers.
- 04
Adoption
We migrate data, train the team and monitor quality.
What we need from you
→Sales process
→Staff and roles
→Lead sources
→System access
Practical outcomeThe priority is one deduplicated customer history and a clear next action for every employee.
Project frameworkAutomation supports a process but does not replace ownership and data discipline.
Next step
Tell us about your product and task
We will clarify requirements and risks, then propose the first stage.