STACK Consultants

Leads

CRM structure

Reshape the CRM around how you sell and deliver, instead of a default pipeline nobody trusts.

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How this engagement runs

The CRM matches the real stages of the business, so reporting and follow-up stop depending on workarounds.

  1. 01

    Audit the current CRM

    We look at stages, fields, duplicates and the places staff keep a second list.

  2. 02

    Redraw the pipeline

    Stages follow the work: enquiry, quote, booked, delivered, invoiced — not a generic template.

  3. 03

    Decide fix or replace

    We say whether to repair the current CRM or move the workflow into a bespoke system.

  4. 04

    Leave a usable structure

    Fields, views and ownership are documented so the team can run it.

What we do

  • CRM and data-quality review
  • Pipeline and field model
  • Repair-or-replace recommendation
  • Team-facing documentation

This sits with StackFix and StackOS. The review is where we confirm it is the right first step.

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