NAT NOTES
When a business needs a CRM and where to start
Signs that a CRM is needed, a minimal pipeline and a practical starting process.
Short answer. Signs that a CRM is needed, a minimal pipeline and a practical starting process.
Start with the user journey
Define the audience, the next action, the required content and the channel that receives enquiries before adding extra features.
Launch checklist
- Each page has a clear purpose and title.
- Mobile navigation and tap targets are tested.
- Buttons do exactly what their labels promise.
- Access, backups and data handling are documented.
- Canonical, hreflang, sitemap and robots.txt are checked.
Expand the site with real evidence and real customer questions as the business grows.
Choose a solution
Select services and useful functions. You do not need technical terms — a plain description of the task is enough.
Go to the brief