Plan the records, roles and handover your team needs—from first enquiry to quotation, operations and reporting.
Use these starting scopes to prepare your requirements. Included deliverables, exclusions, price and timing are confirmed in your written proposal.
Help customers discover, enquire or use a portal.
API connections, payments, content writing, migration and ongoing maintenance.
Give enquiries and follow-ups a clear owner.
Data cleaning/imports, email or WhatsApp integrations, automation and ongoing maintenance.
Coordinate work after an order is accepted.
Accounting or supplier integrations, complex migration, reconciliation and ongoing maintenance.
Connect travel discovery, enquiries and booking workflows.
Flight/hotel supplier APIs, live booking, payment connections, provider fees and ongoing maintenance.
Confirm deliverables and acceptance checks, third-party charges, ownership and access, training, backup arrangements and support responsibilities. Start with one complete workflow; additions and changes need agreed scope.
View the sample proposal · Before you hire us · Read our delivery guideCRM and ERP support different stages. A connected build needs agreed record identifiers and handover rules.
Organise enquiries, quotations and follow-ups so the team can see who owns the next action.
Coordinate the work after an order or booking is accepted, using the records your business needs.
Agree which accepted sales records become operational work, and who handles later changes.
Fictional demo, explained step by step. This walkthrough describes our sample workflow. It is not a customer system or a promise that every feature is included. Demo changes reset on reload.
A fictional enquiry gives the team a customer requirement to review. In your project, agree required fields, sources and what makes a lead ready for assignment.
Explore the sample pipelineThe fictional pipeline illustrates sales stages and next actions. Discuss who owns each enquiry, how follow-up tasks are assigned and which reminders your team needs.
Try the sample follow-up workflowThe travel example lets you prepare a fictional quotation and simulate acceptance. Your own system needs agreed version history, approval rules and pricing responsibilities.
Try a sample quotationAfter simulated acceptance, the travel demo creates a sample operations checklist. Define which fields, documents and owners are required before real operational work begins.
Explore the sample handoverDiscuss enquiry fields, sales stages, task ownership, quotation approvals, handover checks and reporting. Access permissions, integrations, migration and support are agreed in your written proposal.
Request a walkthrough for your businessA useful first release covers one complete workflow. Your proposal confirms modules, integrations, pricing, milestones and responsibilities.
Map the current process and identify who creates, reviews and approves each record.
Review the agreed screens and responsibilities using realistic test cases.
Confirm the arrangements your team needs to operate the system.
Yes. Agree a first release around one complete sales or operational journey, then review later modules separately.
Review an anonymised sample first. Agree field mapping, duplicates, missing values, migration checks and who approves the imported records.
The proposal names the integrations, provider dependencies, third-party charges, training and support coverage included. Availability and delivery dates follow requirements review.