Keep the customer context together
Contact and business-account records hold relationships, notes and activity, with archive and restore controls.
Configured around your customer processCustomer relationships, from first contact onward.
Keep contacts, business accounts, opportunities and follow-up tasks connected, so your team knows who needs attention and what should happen next. Realized CRM engagements tailor the records, work queue and handoffs to your customer process.
Discuss your customer workflowWho it is for
Support the people doing the work.
Owners and customer-facing teams who need a clear view of relationships, opportunities and follow-up work.
Track an opportunity
Record a potential sale, update its stage and estimated value, and retain won or lost outcomes. An estimate is not booked revenue.
See the work that is due
Link tasks to contacts or opportunities, record ownership and due dates, and review today’s, overdue and upcoming work.
Keep a useful history
Record notes, task completion and changes with the relevant customer or opportunity so the next conversation has context.
Your project scope defines the configuration, required connections and acceptance checks for your environment.
Illustrative workflow · Not a product screenshot
What the work looks like.
- 01
Create the customer record
Connect the person with their business account.
- 02
Add an opportunity
Record its stage, context and estimated value.
- 03
Set the follow-up
Link a task, a responsible person and a due date.
- 04
Record the next outcome
Complete or reopen work and keep the history with the record.
Evaluate fit
Start with one defined workflow.
Start with a customer workflow that is losing context or follow-through. We scope your records, ownership, work queue, migration and hosting, then agree the configuration and acceptance checks before your team starts using it.
If your existing CRM fits the team, improving its setup, data and connections may be the better investment. We recommend a tailored Realized CRM implementation when your customer process calls for it.
What we scope together
- A clearly defined customer or follow-up workflow
- Your account, contact and opportunity structure
- Ownership, access and due-work requirements
- Hosting, persistence, migration and connection requirements
Plan your implementation.
Do we need to replace our current CRM?
No. We first assess the process and the tools you already have. Configuring or connecting an established CRM may be more appropriate than developing a new product workflow.
Can the project include email, payments or ecommerce?
Required connections are scoped as project work. We confirm the provider, available APIs, permissions, data flow and operating costs, then include implementation and acceptance checks in the agreed scope.
What does an engagement include?
A defined contact, opportunity or follow-up workflow, with agreed records, users, access and hosting. The proposal sets out configuration, migration, required connections, training and acceptance criteria for your team.