A CRM solution starts with one question: what happens to a lead after it arrives? The answer decides whether you need a product, a customisation or a custom build.
Enquiries arrive by form, phone and WhatsApp with no shared record.
Nobody knows who should call whom today.
Forecasts come from guesses.
Several people talk to the same customer.
History is not shared between teams.
Conversion figures built in spreadsheets.
Fastest start with a product such as Alive CRM.
Fields, stages, automation and integrations added to fit.
For unusual workflows or a CRM you plan to sell.
Forms, calls and messages into one place.
Visual boards for every deal.
Tasks assigned automatically.
Rules for who gets which lead.
Stage and source performance.
Website, email, telephony and accounting.
Define stages and ownership first.
Choose the route that fits the process.
Adjust after real use.
The final stack is chosen around your requirements, integrations and team.
Tell us what you are trying to build and who it is for. We will help define the scope, the technology approach and the engagement model.