Sales workflow design
Define stages, owners and required information.
Custom Software Development
CRM Development
Keep customer conversations, opportunities and next actions in one place. We build customer relationship management software around your sales stages, team responsibilities and reporting needs when an existing CRM cannot meet the requirements.
A familiar problem?
What needs to work better
01
Leads are spread across inboxes and personal notes.
02
Nobody knows who owns the next follow-up.
03
A standard sales pipeline does not match the business process.
The work we can help with
What is included
One working picture
Connect the people and the process
Define who uses the system and what each role can do.
Who this is for
Consultants, property firms, education businesses and service teams with a defined sales process.
Customer and opportunity records
Organize contacts, activity and related opportunities.
Tasks and permissions
Build assignments, reminders and access rules.
Reports and integrations
Connect agreed sources and show pipeline activity.
Custom development
Build around the way your business works.
A marketplace and a consultancy CRM have different users and rules. These projects show the range of custom work we can discuss, from customer-facing platforms to connected business records.
- PkConnect Dev: end-to-end freelance platform development.
- Education Gate: website and custom CRM work; the image shows its public website.
From the first conversation to handover
How we deliver the work
- 01
Map the sale
Review stages and responsibilities.
- 02
Prototype records
Agree screens and required fields.
- 03
Build the CRM
Implement tasks, permissions and connections.
- 04
Test team scenarios
Check assignment, reassignment and reporting.
What this can improve
A shared view of leads and customer activity.
Clearer ownership of sales follow-up.
Why work with Virtual Wisdom?
Our ready products, ClinixMS and InventiSys, sit alongside custom development. We can discuss a product fit before asking you to commission a new system.
You can explore our client projects and our ready products, ClinixMS and InventiSys, before discussing the requirements.
The next part of the journey
Related support
Before you decide
Questions you may have
Should we build or configure a CRM?
We compare requirements with available tools first. CRM Automation covers configuring workflows in an existing system.
Can leads arrive from our website?
Yes, through a scoped connection with validation and clear handling of failed requests.
Can staff have different access levels?
Yes. Record visibility and actions are defined and tested for each role.
What affects the quote?
Pipelines, roles, integrations, migration and reporting determine cost. Configuring an existing CRM may be preferable to custom development.
What do you need from us to start?
Describe your sales stages, existing lead sources and required reports. We review redacted sample records and access requirements.
Start with a conversation
Tell us what you need.
Share a little about your business and the work you have in mind. We will review it and help you choose the next step.