A CRM is a Customer Relationship Management tool that manages your business processes from capturing leads to client delivery, including after-sales service, while optimising all processes. Tailoring CRM solutions to fit client-specific business needs ensures a streamlined and robust system that not only supports strong financials but also provides valuable business insight reports.

Step 1: Client Insight
Gather detailed information about the client's business, industry, products, and services.

Step 2: Process Documentation
Record all business processes in a standard document, allowing the client to modify the information as necessary.

Step 3: Process Optimisation
Develop business processes that add value by eliminating repetitive tasks and ensuring optimal workflow efficiency.

Step 4: CRM Customisation
Customise the CRM to align with the newly optimised business processes.

Step 5: Testing
Test the customised CRM with the client to ensure everything functions as expected.

Step 6: CRM Delivery
Deliver the final CRM solution, ready for the client’s use.