A process-aligned pipeline
Define an opportunity, how it progresses and which information should accompany it.
Solutions
CRM
Relationships and opportunities with more context.
Commercial relationships need context. CRM work starts with service journeys, opportunity stages and the information your team needs to continue a conversation.
Service channels
Assess listed tools such as Chatwoot, JivoChat and WhatsApp against your customer-service routine.
Origin and qualification
Structure lead origin and interest so your team receives useful context.
Scoped connections
CRM connections are assessed by platform and service. Configuration, authorizations and responsibilities need confirmation.
The project aims for a commercial flow that is understandable to the team and traceable for operational follow-up.
What we will explore
Organizing customer interactions and the sales journey.
Scope, system compatibility and deliverables are defined after discovery. No specific connection is assumed.
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