BG BANDEVI GLOBAL GROUP Your international software partner
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CRM project planning · US, UK and India

See the plan before the build.

Review the deliverables, migration checks and provider dependencies for a CRM first release. Start with one workflow your team can inspect.

What your workflow review can produce.

Bring one sales workflow, your current tools and the problem to solve first. Agree the review scope, any fees, meeting availability and delivery timing with the team before work starts.

  1. Workflow assessment. Document the current steps, responsible roles, handover gaps and decisions that need confirmation.
  2. Proposed first release. Name the records, permissions, next actions, reports, exclusions and acceptance checks to review.
  3. Integration and migration checklist. Record source fields, provider access, unresolved dependencies and the next approval owner.

Download a sample review Download the field-map example

The downloads are fictional examples of the proposed deliverable format. They are not an assessment of your business, a completed customer engagement or a fixed-price quote.

Move records with a clear acceptance plan.

  1. Inventory and permission. Identify source systems, export rights, record types and the responsible data owner. Start with anonymised examples.
  2. Map and clean. Agree identifiers, dates and time zones, owner mapping, required fields and duplicate rules. Keep each original currency; conversion needs separate rules.
  3. Run a sample import. Validate a limited sample in an isolated environment. Reconcile source counts, accepted rows, rejects and linked records.
  4. Test access and recovery. Check role restrictions, exports, backups and rollback on the agreed test data before approving cutover.
  5. Approve cutover and handover. Agree the freeze window, final export, acceptance owner, exception list, training and retention/deletion responsibilities. Reconcile the final import before sign-off.

These are planning and acceptance checks. A migration is included only when the source, volume, mapping and responsibilities are agreed in your proposal.

Check the dependency before promising the connection.

Every connection below requires scoping. This guide does not claim an active integration or access to your systems.

Readiness information and acceptance checks to agree
ConnectionBring to discoveryConfirm before acceptance
Spreadsheets / existing CRMAn anonymised CSV sample, field definitions, export rights and a named data owner.Field mapping, duplicate rules, rejected-row review and a count reconciliation.
Website enquiry formsThe source form, approved fields and the destination access rules.One enquiry saved once, retry behaviour and the correct owner/queue.
Email / WhatsAppApproved provider/API access, consent requirements, sender setup and usage charges.Sender readiness, delivery/failure handling and customer preferences. No messaging connection is implied.
Accounting / payments / travel suppliersProvider approval, API documentation, sandbox access and commercial responsibilities.Permissions, record identifiers, failure/retry handling and reconciliation against the agreed scope. No live supplier or payment capability is included automatically.

Keep build/configuration, data cleanup, provider licences, usage fees, hosting and support as separate quote items. Use approved access methods when the project scope is agreed.

Inspect the evidence behind the proposal.

Delivered internal implementation

BANDEVI website

The published record documents service discovery, editable briefs, saved enquiry references and consultation time-zone controls. It includes actual public captures and implementation checks.

Read the delivery evidence ↗

This is BANDEVI’s own project; customer sales results are not published.

Existing public project reference

Trip Sarathi

Inspect the existing public-interface capture and project reference. Development attribution was supplied by BANDEVI’s owner; the record does not establish customer-endorsed results or live supplier functionality.

Explore the published reference ↗
Fictional workflow

Try the CRM example

Explore sample enquiries, named owners and next actions before discussing your own process.

Try the interactive CRM ↗

Sample records and values only; no customer enquiry, booking, message or payment is sent.

Choose your market to request a review.

Your business country and quote preference remain editable in the enquiry. Review scope, any fees and availability require confirmation.