A useful CRM is more than a login. We scope the job, build the agreed process, verify the important paths, and help your team use it.
Discuss your setupWe follow an inquiry from its first form, call, or email through qualification, assignment, and the next decision. We ask who owns each step, which details must be captured, and where a lead can currently stall or disappear.
Outcome: A shared map of the lead path and the decisions the CRM must support.
We choose the first pipeline, fields, tags, roles, forms, and automations that belong in your initial workspace. Your business name, logo, and colors are applied where supported. We also identify anything that needs a separate provider connection, registration, purchase, or approval.
Outcome: A written scope and setup quote, with channel dependencies called out.
We configure the agreed workspace and run controlled sample inquiries through it. We check that the right contact and opportunity are created, the intended owner is assigned, notifications reach the right people, and workflow conditions behave as expected.
Outcome: A tested path from inquiry to assigned next action, not just a configured menu.
We walk your team through the inbox, contact history, pipeline changes, and follow-up routine using the roles they will actually have. Before live use, we review calendars, sender readiness, payments if in scope, and any remaining approvals. Then we revisit the first real activity and adjust the agreed setup.
Outcome: A team walkthrough, launch checklist, and first-use review.
These real Klayvora CRM screens show the pipeline and automations we configure together. We use sample records to check routing, ownership, and the next step before relying on live customer activity.
A finished configuration should answer practical questions: where did a new inquiry land, who owns it, what opportunity was created, and which action is due next? The screen beside this shows a controlled form submission reaching a contact record and creating an opportunity.
We then review user access, calendar ownership, sender readiness, and handoff notifications. Anything that depends on a separate provider, registration, or purchase stays off until that piece is ready.
This is a real Klayvora inquiry workflow. The form trigger creates an opportunity, assigns ownership, and sends the agreed notifications. For a new customer, we design and test the corresponding path for their own process.
Existing contacts and workflows can be reviewed for authorized migration. Historical conversations, phone numbers, sender domains, and third-party connections may need separate transfer steps. Calling, texting, and bulk email are not enabled until their respective setup and compliance checks are complete.
Show us one real lead path. We will outline a first configuration your team can put to work.
