Discovery
Understand the people, the problem and the intended outcome. Surface the questions still open.
Back to servicesAURENIQ / SOFTWARE
CRM.
A promising conversation needs a visible next step. We build CRM workflows around enquiries, proposals and responsibilities so your team can follow the relationship’s context.
Let’s discuss your ideaExplore a starting packageUNDERSTAND THE SOLUTION
CRM, beyond the label.
What it is and what it means
A CRM organises prospect and customer relationships: enquiries, conversations, stages and ownership. Its model needs to follow the actual sales process.
What it can bring to the business
It can clarify who handles an enquiry and what happens next. A consistent history helps teams retain context between interactions.
How it is managed in practice
Stages, roles and data-retention rules need maintenance. Imports, deduplication and reports require checks; messaging automation needs clear rules.
DOES THIS SOUND FAMILIAR?
What information must remain available when ownership changes?
An order, case or enquiry often passes through several people. We identify who enters the data, who checks it and who needs it next. That journey defines the roles, rules and interfaces of the first version.
01
Critical processes managed in spreadsheets
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Applications that do not communicate
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Limited visibility into operations
CRM
What takes shape in the project
We agree what belongs in the project, what implementation involves and what is better left for a later stage.
- Workflow analysis and modular architecture
- Application with roles and permissions
- APIs, integrations and scoped data migration
- Tests, documentation and an operating plan
Tools chosen for the context
HOW WE WORK
Know where we are. Know what comes next.
Strategy
Choose the first useful version, dependencies and the milestones for evaluating progress.
Design
Put workflows in front of you before they become features that are expensive to change.
Development
Build in stages you can see, test and discuss.
Testing
Check usage scenarios, accessibility and the application’s sensitive points.
Launch
Prepare the environment, content, access and agreed administration steps.
Support
Prioritise improvements and agree the support that fits the product.
AURENIQ / GUIDES
Before the first discussion.
FAQ
The things worth clarifying from the start.
How do we define the first version of custom software?
We select a workflow, its users and acceptance criteria. We establish the data, permissions and integrations needed for that workflow before expanding the module list.
Can the application connect to a CRM or ERP?
We assess existing APIs and documentation, the direction of transfer and the source of each piece of information. Access, licensing, errors and synchronisation are clarified before estimating the integration.
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