Business systems
A first release built around your sales process and permissions.
What’s included
- Customers, opportunities and tasks in a bounded first release.
- Basic roles and one agreed integration.
- Specification and acceptance criteria before coding.
Outside the scope
Complex migration, special security requirements and scaling are quoted separately. Applicable taxes, hosting, licences, advertising and API usage are separate. One language unless explicitly stated.
Planning
Schedule agreed after confirming scope, materials and access.
Keep exploring
How to choose a CRM around your processes
Test daily work before comparing feature lists.
Read the guideDefining the first enterprise software release
Choose a complete process and bound modules, roles and integrations.
Read the guideDefine stages of a sales opportunity
Reliable stages describe evidence and decisions rather than merely listing the sales team's activities.
Read the guide