Keep track of customers and enquiries

Start with your workflow.

Which stages does a customer move through? Who manages each stage?

What we agree before work starts

• The main use case and a result you can verify.
• The data and access needed to connect your existing tools.
• First-release scope, milestones, cost and acceptance criteria.
• Team onboarding, access handover and ongoing support terms.

What to bring to the first conversation

Show us how the task is handled today: an enquiry, a report or a workflow example. List the tools you use and explain where your team loses time. You do not need a technical specification for the first conversation.