Map the workflow
We describe the stages from a new contact to a closed case, including who acts and which information they need.
DigiDraft / CRM systems in Białystok
Every enquiry needs a next step.
We design enquiry workflows and CRM connections, with statuses, responsibilities and data suited to the way your business works.
Let’s talk about your project
How it works
01 Enquiry ↓
We identify where enquiries come from and which fields are actually needed. Validation catches missing information before further handling.
02 Case record ↓
Each enquiry has an owner, status and organised history. Permissions restrict access according to the user’s role.
03 Next action ↓
A task, deadline and responsible person follow the process. Reports show agreed facts instead of the number of empty records.
What the work covers
When contacts arrive through forms, phone calls and email, they need a shared place and a clear next action. We begin with your actual process.
Data and connections
We design fields, forms and agreed integrations, limiting data to what the process requires.
Test real scenarios
We test saving, assignment, status changes and duplicate submissions. Instructions cover everyday use.
DigiDraft’s responsibility
What you receive
- Process description and agreed configuration
- Forms and integrations in scope
- Test scenarios and instructions
We agree on the scope and acceptance process before work begins.
Your responsibility
Where we start
Your enquiry process, current tools and example fields without real customer data. Access is agreed separately.
Before we begin
Will you build a CRM from scratch?
We first check whether an existing product meets your needs. A custom system is considered when concrete requirements justify it.
Can you connect a website to a CRM?
Yes, within an agreed scope. GAMA OZE is an example combining a website, calculator and CRM.