The challenge
Sales context can become scattered across spreadsheets, reminders and individual memory, making ownership and next action harder to define.
Our work
What we designed
We defined a connected CRM workflow for lead and customer records, statuses, follow-up and the day-to-day sales process, with room for future operational automation.
The intended direction
This phase established a product direction for a more consistent lifecycle across leads and customers. Delivery and client outcomes are not presented here as verified results.
What was built
- CRM architecture
- A structured model for leads, customers and their changing statuses.
- Workflow design
- A defined place to make next actions and responsibility visible.
- Operational foundation
- A product direction for replacing disconnected sales administration with one connected workflow.