A clearer journey from first enquiry to delivery handover.
Customer information is useful when it connects to the next action. Review DigiVista CRM against the way your team captures enquiries, qualifies opportunities, follows up and records decisions. We can then assess the configuration, reporting and development needed for your process.
What to review in your application
Define sales stages and record ownership
Review follow-up and proposal requirements
Agree reporting and delivery handover
Current availability: Demo application · Role-based access planned. The walkthrough confirms what is available today and which changes need development.
How the workflow connects
Use this example to discuss your internal process. Steps are discovery topics and do not imply that every function is already implemented.
- Enquiry
- Qualification
- Proposal
- Decision
01Capture the enquiry
Record the source, contact, company and requirement.
Stage outcome: A contactable enquiry with a clear next action.
02Qualify the opportunity
Understand the business problem, decision participants, timing and scope.
Stage outcome: An agreed reason to continue, nurture or decline.
03Discover and demonstrate
Review the process and show relevant available capabilities. Record gaps rather than promising unbuilt functions.
Stage outcome: A requirement summary and a documented fit assessment.
04Prepare the proposal
Define deliverables, responsibilities, pricing, exclusions and acceptance criteria.
Stage outcome: A reviewable proposal with a named owner.
05Follow up and resolve questions
Record questions, commercial discussions and the agreed next review date.
Stage outcome: A clear next step rather than an unattended proposal.
06Record the decision
Capture won, lost or deferred outcomes and the reason. Confirm the agreed commercial scope.
Stage outcome: A decision that can be understood and followed up.
07Hand over and support
Pass the agreed scope, contacts and commitments to delivery. Plan onboarding and support responsibilities.
Stage outcome: An organised transition from sales to implementation.
Customised to your organisation’s internal processes
All DigiVista applications can be customised to match your organisation’s internal processes and workflows. Define the way your departments work, then agree changes to the application around those requirements.
- Forms and records: customer-specific fields, terminology and required information.
- Workflow and approvals: stages, approval responsibilities, exceptions and departmental handovers.
- Roles and reporting: access requirements, dashboards, management reports and review needs.
- Connections and presentation: supported integrations, data migration and branding.
We assess feasibility, platform limitations and third-party dependencies before agreeing scope, timeline, pricing and acceptance criteria.
From requirement to implementation
- Discover: map your users, internal process and intended outcomes.
- Review: demonstrate available functions and record gaps.
- Agree: define customisations, data preparation, responsibilities and delivery stages.
- Validate: test representative records, business rules and handovers.
- Launch and support: agree hosting, training, administration and ongoing maintenance.
Questions before you start
Can the application follow our existing process?
Yes. Share your process, forms, approval steps and reporting requirements. We review the changes needed and agree a feasible customisation scope.
Can we move existing data?
We assess your source files, field mapping, duplicates and data quality. A sample import and reconciliation approach are agreed before a full migration.
Can it connect to other systems?
Required integrations are assessed against available APIs, permissions, licensing and the other system’s capabilities. Connections are included only when agreed in scope.
How are pricing and delivery time decided?
The estimate depends on users, modules, customisations, integrations, data preparation and deployment needs. Discovery produces the scope used for the proposal.
What happens after deployment?
Training, hosting ownership, updates, backup and support responsibilities are documented in the agreed implementation and maintenance arrangement.
Show us how your team works
Share your current process and the changes you need. We will review application fit and the next practical step.
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