Enquiries & assignment
Agree enquiry fields, sources, ownership and who can see each record.
BANDEVI CRM · Sales workflow planningGive every lead an owner.
Give every lead an owner.
Keep the next step clear.
Plan a CRM around your enquiries, follow-ups, quotations and reporting. Start with the workflow your team needs to improve.
Remote delivery from India. Scope, milestones and INR, USD, GBP or EUR quotation terms are agreed with you.
International helpline · +1 812 365 5157Features to discuss
Build around the work your team does.
Follow-ups & quotations
Define sales stages, next actions, reminders and quotation review steps.
Reports & access
Choose reporting needs, user roles and the integrations your workflow requires.
These are planning areas. Your written proposal confirms included modules, integrations, migration, training, support and recurring charges.
CRM planning guide
Bring one real workflow to the discussion.
A useful first conversation starts with how you work today and what needs to change.
- Describe the bottleneck
For example, an enquiry gets missed or a follow-up has no owner.
- List your users and tools
Identify sales roles, spreadsheets, existing systems and access requirements.
- Choose the first release
Prioritise the smallest workflow your team can review and use.
- Agree acceptance and handover
Confirm test examples, migration checks, training and support responsibilities.
Before you request a CRM walkthrough
Can we start with one sales workflow?
Yes. Share the workflow and users you want to prioritise. The team will discuss what a useful first release includes and what should follow later.
Can you connect our existing tools?
List the tools and the data you want to exchange. Access, API availability and third-party terms must be reviewed before an integration is included in the proposal.
Can we get an international quote?
Request INR, USD, GBP or EUR on the enquiry form. The team confirms the agreed amount, payment terms and currency; choosing a currency does not convert prices automatically.
Is the sample demo a customer case study?
No. It uses fictional records to illustrate a workflow. Your project features and commercial terms are confirmed separately.
What happens after we request a demo?
The team reviews your requirements and contacts you to confirm availability and a relevant walkthrough. A preferred meeting time is a request until confirmed.
Ready to plan your CRM?
Tell us the task that is hardest to manage today.
Speak with BANDEVI
International helpline: +1 812 365 5157. India enquiries and WhatsApp: +91 7011040474. Email the team to arrange a conversation.
A 28-second introduction
See the next action come into focus.
Recorded from our public sample CRM. All names, records and quotations are fictional. The travel quotation is an illustrative module; your proposal confirms what is included.
Read the walkthrough transcript
- 0–7 seconds: Review three fictional enquiries in New, Contacted and Proposal, each with a named owner and next action.
- 7–14 seconds: Move Meera’s sample enquiry to Contacted. The next action changes to confirm the workflow and next discussion.
- 14–21 seconds: Review the sample update controls and activity history.
- 21–28 seconds: Prepare a fictional travel quotation. Customer acceptance and booking handover remain simulated.
No customer records, live bookings or payment transactions are used.