Bring what you have.
A description of your current process, approximate record count, existing tools and the people who need access. Start with a blank or synthetic example rather than sending private records.
Services
CRM setup & migration
One place to keep the next conversation in view.
For a solo business or small team managing enquiries, customer details and follow-up across spreadsheets and inboxes.
Discuss what you need ↗
START WITH THE JOB
What needs to
What needs to
work better?
Before choosing a CRM, look at how a record moves through the office. Who adds it? Who updates it? What makes the next action clear?
A scope we can review
The work,
in practical terms.
Choose and configure
Identify the fields, stages, roles and views that fit the work. We can configure an existing product rather than build a new CRM.
Prepare the records
Map fields, review duplicates and agree what should move. Start with a small test import.
Check access and outputs
Verify who can see and change records, and how to export the information you need.
Make it usable
Walk through the everyday tasks with the people who will do them; agree support and future changes.
Agree the details.
Licensing, data cleaning, migration complexity, integrations and ongoing administration are agreed separately. Access and backup arrangements come before live data work.
Sample design / Fictional demonstration
Open the example ↗
Something to explore.
A small office task workflow, not a connected CRM. This is an illustrative example, not client work or evidence of a connected production service.
Tell us how the work runs.
We’ll discuss the useful first step and what it needs.
Talk to VikaSquare ↗