Customer records
Define the information that belongs in one place: contacts, organisations, conversation history and the details your team needs to pick up the work.
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SERVICE / 01
CRM & business systems
A clearer view.
A better next step.
Bring leads, customer information and follow-ups into a system your team can work from. Start with the relationship, the work around it and what needs to happen next.
Discuss a CRM project- 01Enquiry+
- 02Conversation+
- 03Next step+
One owner. Shared context. A visible next action.
When the work is there.
But the picture is missing.
A CRM project starts with the moments when information gets lost or a handover becomes harder than it should be. We look at those moments before deciding what to build.
- 01Enquiries arrive through different channels, and it is difficult to see who is following up.
- 02Customer details are spread across spreadsheets, inboxes and individual notes.
- 03Your current CRM needs workarounds to support a process that matters to your business.
A clear scope.
A useful result.
The right scope might be a focused CRM, a new workflow within an existing system or a connection between tools. We agree the parts your team needs before development.
Pipelines & follow-ups
Map meaningful stages, ownership and next actions. Shape views that help people understand what needs attention without maintaining a separate list.
Connected workflows
Review how enquiries, forms and other tools should connect. Check integration access, data requirements and limitations before making them part of the plan.
Data & handover
Agree which existing records to bring across, how to handle duplicates and how to check the transfer. Plan access, training and the handover alongside the build.
03 / How the work takes shape
From the first question
to a practical plan.
The exact deliverables, responsibilities and milestones are agreed for your project. Here is the shape of the conversation.
- 01
Map the relationship.
Follow a real enquiry through to the next stage. Identify the information, decisions and people involved, including the exceptions that create extra work.
Working towardsA workflow map and agreed priorities.
- 02
Shape the workspace.
Review the record structure, key screens and access needs with the people who will use them. Test the direction against everyday tasks.
Working towardsA prototype and a focused build scope.
- 03
Put it into practice.
Build and test the agreed workflows, review sample data and prepare your team to use the system. Resolve the awkward handovers before widening the scope.
Working towardsA tested workflow with an agreed handover.
A little clarity.
Do we need a completely new CRM?
That depends on what is getting in the way. We can start by reviewing your existing setup and the workflow you need. Improving configuration or adding a focused integration may be enough; a custom build is an option when the requirements call for it.
Can you move our existing customer data?
Data migration can form part of the project. We first review the source files or systems, required fields, duplicates and access permissions. A sample transfer and a check with your team help define the work before a full migration.
Can the system connect to tools we already use?
We assess the available integration options during discovery. Access to an API, third-party plans, data quality and provider limitations can affect what is possible. Those dependencies belong in the scope and cost discussion.
A closer look.
Meet the MyCRM concept.
An illustrative workspace for enquiries, conversations and follow-ups.
When your business outgrows spreadsheets
A practical way to think through the next system your business needs.
Start with the work you want to improve
Connect the work
around your customers.
Tell us where information gets scattered and what your team needs to see more clearly.
Discuss a CRM project