Lead, customer, contact and opportunity records
EYAN digital service
CRM Systems
Custom CRM systems for leads, customers, requests, follow-ups, opportunities, complaints, service delivery and management visibility.
custom CRM systemlead tracking softwarecustomer follow-up systemservice request management
Who this service fits
- Service businesses and sales teams
- Teams receiving leads from multiple channels
- Operations that need request, complaint or case tracking
Problems it addresses
- Leads and conversations are lost across personal messages
- Follow-ups have no owner, due date or status
- Management cannot measure pipeline, response or conversion
Core capabilities
Tasks, follow-ups, reminders and ownership
Requests, complaints, cases and service stages
Role-based access, audit history and data quality rules
Pipeline dashboards, conversion reports and channel integrations
How delivery works
- 01
Stakeholder and customer-process discovery
- 02
Pipeline, case and data modeling
- 03
UX, architecture and incremental engineering
- 04
Migration, validation, adoption, hypercare and improvement
Expected deliverables
- Customer lifecycle and channel analysis
- Data model, pipeline stages and permission rules
- CRM modules, notifications and reporting
- Data import, UAT, training, launch and adoption monitoring
Potential integrations
- Website forms and landing pages
- Email, messaging and notification services
- ERP, dashboards and document storage
Service-specific questions
Can CRM stages match our process?
Yes. Stages, rules, required data, permissions and escalation can be designed around the approved workflow.
Can leads come from the website?
Yes. Forms and campaign pages can create governed CRM records when fields, consent and routing are defined.
Can old customer data be imported?
Yes, after profiling, cleaning, deduplication, mapping and reconciliation.
Remote freelance delivery with no public walk-in address