Multi-channel CRM for a service company
Requests came from the website, messengers, email and social channels. Managers copied information manually, follow-ups were inconsistent, and the owner could not see which channel actually created qualified pipeline and revenue.
Target outcomes
We designed one intake workflow: every request is captured, classified, assigned to a manager, added to the CRM pipeline, enriched with source data and connected to follow-up reminders and reporting.
The sales process became visible and repeatable. Every request has an owner, the next step is clear, and management can compare channels by pipeline and outcome.
What was inside the operating system
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