CRM & Customer Management Platforms
Bring customer data, sales activity and team workflows into one connected system designed around your business.
Solution Overview
Customer information is often distributed across spreadsheets, email accounts, individual notes and disconnected applications. This makes it difficult for teams to maintain complete records, manage opportunities consistently and understand the current status of each customer relationship.
INNAVISTA designs CRM and customer management platforms around the client’s actual sales, service and operational processes. Depending on the requirements, we can develop a fully custom CRM or configure and integrate an established platform such as Salesforce, HubSpot or Zoho. The solution can include a centralised customer database, sales pipeline management, lead and deal tracking, communication history, tasks and reminders, quotations and contracts, role-based access, dashboards, reporting and configurable workflow automation.
Core Capabilities
Each CRM environment is structured around the way the client acquires, serves and retains customers. User roles, data fields, pipeline stages, approvals, notifications and reporting logic can be configured around existing responsibilities and management requirements.
Unified Customer Data
Configurable Sales Workflows
Actionable Reporting
Designed Around Your Sales Process
A CRM should support the sales process rather than force teams to work around the limitations of a standard product. We begin by examining how leads enter the business, how opportunities progress, which approvals are required and what information management needs to see. The resulting platform can connect with email, accounting and payment systems through available integration methods. Following launch, INNAVISTA can provide technical support, bug resolution, maintenance and continuous functional development.
