Suivi des clients et des ventes (CRM)

Ce qui est inclus

• View customer, company and contact details in one place
• Record conversations and when to follow up with each customer
• Track customers through agreed stages, such as new enquiry, contacted and quoted
• Optional quote, reminder and basic reporting screens when included in scope
• Agreed team accounts and access boundaries
• Use the workspace in a browser on phones and computers
• Pre-delivery checks with sample customer records and a basic walkthrough

Ce qui n’est pas inclus

• A mobile app downloaded from an app store; the system runs in a web browser
• SMS, email delivery, hosting/cloud and other paid service fees
• Transferring records from old spreadsheets or software and connecting other systems
• Users, extra screens and custom reports beyond the written scope
• Ongoing backup operations, maintenance, updates and support

1

Understand customer follow-up

We discuss how customers reach you and which steps your team needs to track.

2

Plan screens and records

We agree on the information and follow-up stages using clear examples.

3

Setup and trial

We prepare the approved screens and try search and follow-up with sample customers.

4

Launch and walkthrough

We open the workspace at the agreed address and show your team how to use it.