We define the process
We review stages, owners and the information needed to follow up on every enquiry.
CRM demo · Illustrative example
From an enquiry
to a clear follow-up.
Explore how a CRM implementation can organise a website enquiry, record the contact, assign an owner and prepare the next step.
Fictional data. This demonstrates a process; it is not a Clientify product screen or a live integration.
How the process connects
Four steps. One organised enquiry.
Select each stage to see what information is recorded and what your team needs to review.
01 · The starting point
The enquiry arrives with context.
A visitor completes the website form. The team receives the reason for contact and the service of interest, without having to reconstruct the conversation from scratch.
Before automating, we agree on the fields needed and how receipt of the enquiry is confirmed.
Fictional example · WebsiteNew enquiry
- Contact
- Lucia · Demo Company
- Interest
- Implement a CRM
- Source
- Website form
- Status
- Awaiting review
02 · A shared contact record
The contact is recorded.
The information is added to a record with its source and interest. Before creating a new contact, rules define how to identify existing contacts and avoid duplicates.
Deduplication rules and fields are configured around your channels and sales process.
Fictional example · ContactLucia · Demo Company
- Source
- Web
- Service
- CRM implementation
- History
- Enquiry received
- Control
- Check for matches
03 · Someone takes ownership
The opportunity has an owner.
An agreed rule assigns the enquiry and creates a task. The owner reviews the context before responding: automation helps organise the team’s work.
Assignments, notifications and response times are agreed with your business. No deadlines are promised to customers without agreement.
Fictional example · TeamReview the requirement
- Owner
- Sales team
- Task
- Read enquiry and respond
- Stage
- Under review
- Information
- Contact and interest available
04 · Keeping the sales process moving
The next step becomes clear.
After reviewing the enquiry, the team records what was agreed and defines the next action. If a proposal or meeting is needed, the follow-up is linked to the opportunity.
An internal reminder can help resume the conversation. Automated messages are reviewed and configured separately.
Fictional example · Follow-upNext action defined
- Opportunity
- CRM · Demo Company
- Next step
- Arrange a meeting
- Follow-up
- Task for the owner
- Control
- Update when the stage changes
Step 1 of 4: New enquiry
Your implementation
The tool supports the way you sell.
We connect your channels
We assess website, WhatsApp and email connections based on availability, your setup and the agreed scope.
We test and support
We validate test cases and prepare your team to use the CRM in their everyday work.
CRM implementation · Clientify
Ready to organise your enquiries?
Tell us how enquiries arrive today and who follows up. Let’s define a process your team can use and maintain.