Customer information is often spread across websites, spreadsheets, sales tools, communication platforms and internal systems.
The brief
A modern CRM solution can bring these activities together.
Alive Inc. provides CRM solutions designed to help businesses manage leads, customers, sales pipelines, follow-ups, communication, workflows and business reporting from connected systems.
Whether you need to improve an existing CRM, integrate multiple business platforms or build a customized customer management environment, our CRM solutions can be aligned with your business processes.
What we build
43 capabilities, grouped into 5 parts.
Part 1 of 5
Capabilities 01–09
CRM solutions are systems and processes designed to manage relationships with prospects, customers and business accounts. A CRM solution can help organizations manage:
The right CRM environment gives teams a centralized view of customer activity throughout the relationship lifecycle.
Lead management is a core part of many CRM environments. A lead management solution can support:
Website forms, landing pages and external lead sources can be connected to the CRM. For businesses looking for a dedicated lead management product, Alive CRM — Lead Management CRM can provide a focused CRM environment.
CRM solutions can centralize leads from different sources. Potential sources include:
Leads can then be routed to appropriate sales representatives based on business rules.
Lead scoring can help sales teams prioritize prospects. Scoring criteria can include:
Automated scoring rules can help sales teams focus on higher-priority opportunities.
CRM solutions can provide visibility across the sales lifecycle. Pipeline stages may include:
Businesses can configure stages according to their sales process.
Opportunity management helps sales teams track potential revenue and customer activity. Features can include:
Management dashboards can provide visibility into pipeline performance.
CRM solutions can maintain centralized customer information. Customer records can include:
This creates a more complete view of customer relationships.
Businesses serving organizations can manage company-level accounts. Account management can support:
This can be especially useful for B2B sales teams.
CRM workflows can automate repetitive customer and sales processes. Examples include:
Automation can reduce manual administrative work for sales teams.
Part 2 of 5
Capabilities 10–18
Consistent follow-up can be important for converting qualified leads. CRM automation can create:
Rules can be configured around lead stage, timing and assigned users.
CRM systems can centralize customer interactions. Depending on requirements, communication records can include:
Centralized communication history helps teams understand previous customer interactions.
CRM solutions can also support post-sale customer relationships. Customer service functionality can include:
This can connect sales and customer service information.
CRM dashboards can provide real-time visibility into sales and customer activity. Dashboards can display:
Different dashboards can be created for sales representatives, managers and executives.
CRM reporting can help businesses understand customer and sales performance. Reports can include:
Reporting requirements can be customized around business objectives.
CRM systems can connect marketing activity with sales processes. Integration can support:
This helps marketing and sales teams work with shared customer information.
A website can become an important lead source. CRM integration can automatically capture:
The captured information can be routed into CRM workflows.
E-commerce systems can be connected with CRM platforms to provide additional customer context. Integration can synchronize:
This can help businesses understand customer relationships beyond individual sales transactions.
CRM and ERP systems often serve different business functions. Integration can connect:
This can reduce duplicate data entry and improve information flow between sales and operations.
Part 3 of 5
Capabilities 19–27
APIs allow CRM platforms to communicate with other applications. CRM integrations can connect:
API architecture can be designed around security, reliability and scalability.
Sales teams often need customer information outside the office. Mobile CRM applications can provide access to:
Mobile access can help field sales and distributed teams stay connected.
CRM systems can provide different permissions for different users. Roles may include:
Permissions can control access to records, features and reports.
Growing organizations may have several sales or customer-facing teams. CRM systems can support:
Organizational structures can be reflected in access and reporting.
CRM platforms intended for multiple organizations may use a multi-tenant architecture. Multi-tenant CRM environments can support:
This model can be particularly relevant for SaaS CRM products.
B2B CRM systems often require account and relationship management. Capabilities can include:
B2C CRM environments can focus on high-volume customer interactions. Features can include:
Startups often need a CRM that can adapt as the sales process evolves. A startup CRM can support:
The system can expand as the organization grows.
Growing businesses may require more structured CRM processes. CRM solutions can add:
Part 4 of 5
Capabilities 28–35
Enterprise CRM environments may need to support complex organizational structures. Enterprise CRM solutions can include:
AI can enhance CRM functionality where appropriate. Potential applications include:
AI functionality should be implemented around clear business use cases and appropriate data controls.
Businesses replacing an existing CRM may need to migrate historical information. Migration can include:
Migration planning should include data mapping, validation and duplicate management.
Existing CRM systems may become difficult to maintain or integrate. CRM modernization can include:
CRM platforms contain valuable customer and business information. Security measures can include:
Security requirements should reflect the sensitivity and usage of CRM data.
CRM architecture should be able to support business growth. Scalable CRM systems can accommodate:
Cloud infrastructure and modular application architecture can support expansion.
CRM solutions can be adapted for:
Each industry may require different customer fields, workflows, pipelines and integrations.
Real estate CRM solutions can manage:
Part 5 of 5
Capabilities 36–43
Healthcare CRM solutions can help organize customer or patient-related interactions, inquiries, appointments and communication workflows according to the organization's operational and privacy requirements.
E-commerce CRM solutions can connect customer profiles with purchase and engagement data.
Professional services firms can manage prospects, clients, opportunities, engagements and follow-up activities.
Network marketing businesses may require CRM functionality alongside member, lead and relationship management. CRM solutions can support:
For network marketing-specific platform requirements, CRM functionality can also be integrated into broader MLM software solutions.
Depending on the solution, CRM platforms can use:
The technology stack should be selected according to the CRM's scale, integrations and long-term requirements.
Ready-made CRM platforms can work well for standard requirements. Custom CRM becomes useful when business workflows, integrations or data structures require deeper customization.
A custom CRM may be appropriate when:
Alive Inc. combines CRM development, custom software, APIs, mobile development, AI, cloud infrastructure and business automation. Our CRM solutions can focus on:
For businesses that need a dedicated lead management platform rather than a fully custom CRM, Alive CRM can provide a focused product option.
How we deliver
12 stages, in order.
We understand your sales process, customer lifecycle, teams and existing technology.
CRM features, workflows, integrations and reporting requirements are documented.
The application, database, API, security and integration architecture are defined.
Sales and customer workflows are mapped into CRM processes.
CRM interfaces are designed around the needs of different user roles.
CRM modules and business functionality are developed.
Required systems and third-party platforms are connected.
Existing CRM or customer data can be migrated where required.
CRM workflows, permissions, integrations and performance are tested.
The CRM environment is deployed and configured.
Teams can be supported with appropriate documentation and onboarding.
CRM workflows, reports and features can evolve with business requirements.
Why Alive Inc
CRM development, custom software, APIs, mobile development, AI, cloud infrastructure and business automation from one team.
Alive CRM gives businesses a focused lead management option alongside custom work.
CRM systems designed to grow with users, leads, teams and integrations.
Support continues after launch as CRM workflows, reports and features evolve.
Questions & Answers
Answers to common questions about CRM Solutions at Alive Inc.
A CRM solution is a technology system designed to manage leads, customers, sales activities, communication, workflows and customer-related data.
Yes. Custom CRM systems can be developed around specific sales processes, data structures, workflows and integrations.
Yes. Website forms, registrations, inquiries and other lead sources can be connected to CRM workflows.
Yes. CRM and ERP platforms can exchange customer, order, product and other business information through appropriate integrations.
Yes. CRM data migration can include leads, contacts, customers, opportunities, activities and custom fields.
Yes. Lead routing, follow-ups, task creation, notifications and other repetitive activities can be automated.
Yes. CRM architecture can support teams, departments, territories, branches and different permission structures.
Yes. Mobile CRM applications can provide sales teams with access to customer and sales information.
Yes. AI can support lead scoring, recommendations, intelligent search, predictive analytics and other appropriate CRM use cases.
Yes. Alive CRM is a dedicated lead management CRM product. Custom CRM development is also available for specialized requirements.
The timeline depends on the CRM scope, workflows, integrations, user roles, migration requirements and complexity.
Cost depends on whether you need customization, integrations, mobile applications, automation, migration, AI and ongoing support.
Build Your CRM Solution
A CRM should do more than store customer information. It should connect lead generation, sales, follow-up, customer management, automation and reporting into a structured business process.
Alive Inc. can help you build, integrate, modernize or optimize a CRM solution tailored to your business.
