🤝 CRM · 4‑col relationships

Manage interactions with customers & prospects — requirements & support

requirements sales marketing 4‑column

client requirements · CRM foundation

contact management

360° customer view, segmentation, activity history.

organize

lead & pipeline

Lead scoring, stages, probability, deal value.

track

sales automation

Task reminders, follow‑ups, quote generation.

automate

email campaigns

Newsletters, drip campaigns, templates, tracking.

engage

service desk

Ticketing, SLA, knowledge base, customer portal.

support

analytics

Sales forecasts, pipeline reports, conversion dashboards.

analyze

mobile access

Field sales, mobile app, offline sync, push alerts.

go mobile

integrations

ERP, e‑commerce, calendar, marketing tools.

connect

ongoing CRM support

data hygiene

Deduplication, enrichment, import/export cleaning.

clean

workflow tuning

Automate approvals, task assignment, notifications.

optimize

user training

Workshops, adoption programs, role‑based guides.

train

system admin

User permissions, backups, health checks.

admin

customization

Custom objects, fields, layouts, business logic.

extend

data migration

From legacy CRM, spreadsheets, or other systems.

migrate

security & GDPR

Access control, audit logs, data privacy.

secure

CRM strategy

Vendor selection, process alignment, adoption plan.

advise

strengthen customer relationships

sales · marketing · service · data hygiene