Pipeline and data structure
Define contact information, lifecycle and opportunity stages for the agreed process. Specify what each stage means and what supports moving a record. Shared definitions make reporting conversations more useful.
SHARED INFRASTRUCTURE
CRM.
A customer relationship management system creates a shared record of contacts, conversations and opportunities. Dappr configures its own CRM around how your business follows up and sells. We do not offer third-party CRM setup, management or migration into third-party CRMs.
Discuss CRM ↗01 / THE BUSINESS NEED
Give every inquiry a clear place, owner and next step.
A CRM is a shared record of contacts, conversations and opportunities. It becomes valuable when inquiries arrive through several channels or the business cannot easily see who followed up, what happened and which opportunities still need attention.
We map the real customer journey before configuring fields and stages. The system should reflect how the team sells and serves customers. It should clarify the next action instead of requiring people to maintain a complicated structure they do not trust.
A USEFUL STARTING QUESTION
What should a customer understand or be able to do after this work is delivered?
The detail behind
crm.
Capture and ownership
Connect agreed forms and channels. Establish who receives an inquiry, what information travels with it and what happens when it cannot follow the normal path. Routing and automation depth follow the roadmap and agreed scope.
Reporting and adoption
Create useful work views and review realistic scenarios with the team. Configuration should be tested against actual tasks. Identify who maintains records, resolves exceptions and reviews data quality.
THE DELIVERY PATHClear steps.
Clear steps.
Visible progress.
Follow crm from the first decision to the next improvement. Select a stage to see the work, your part and the handoff.
DAPPR PREPARES
Journey and fields
YOUR PART
Define stages and record ownership.
WHAT MOVES FORWARD
Shared process definitions
DAPPR PREPARES
CRM structure
YOUR PART
Review fields, views and permissions.
WHAT MOVES FORWARD
A usable workspace
DAPPR PREPARES
Capture and routing checks
YOUR PART
Test representative inquiries and exceptions.
WHAT MOVES FORWARD
Reliable handoffs
DAPPR PREPARES
Team walkthrough
YOUR PART
Confirm maintenance and follow-up roles.
WHAT MOVES FORWARD
An operating CRM process
Milestones and delivery dates are agreed after scope, access, content and review requirements are clear.
03 / MEASURING PROGRESSMake the next
Make the next
decision clearer.
Capture completeness, ownership, follow-up visibility, stage consistency and pipeline reporting show operational progress. The CRM supports decisions, but people still need clear processes and responsibility.
What a useful review covers
Start with the objective and the work completed. Then look at the available evidence, the limitations of that evidence and the decision it supports. An update should make it clear what will continue, what needs to change and who owns the next action.
The review cadence follows your plan or project agreement. A change in priorities should also identify its effect on the existing scope. That keeps the conversation grounded in the work your team can actually put into practice.
A good brief
makes better work.
What we need from you
Process notes, sample records, system access, required fields, ownership rules and participation from users. Discuss cleanup and migration requirements before configuring the system.
What belongs in the scope
More fields do not automatically improve a CRM. Excessive complexity can hurt adoption. Third-party software, custom development and major migrations need explicit scope.
How decisions stay clear
Name one person who can consolidate feedback and confirm approvals. Share business changes early, especially changes to the offer, audience or systems. When a new request changes the agreed work, we clarify priorities and scope before adding it to production.
How it fits
the bigger picture.
Shared context across marketing and sales, with implementation depth defined by the agreed roadmap.
One system. Shared context.
This capability supports shared infrastructure. Dappr All Access makes the full marketing portfolio available for $3,500/month. We prioritize execution around your goals, roadmap and agreed scope. Advertising spend is separate.
How is this service scoped?
We agree on the work around your objectives, current setup and production capacity. Access to the portfolio does not mean every service runs simultaneously.
Meet with Dappr at our St. George office or explore how we work remotely. Read our engagement questions alongside the service details below.
What does crm include?
Pipeline and lifecycle architecture; Contact and lead capture; Routing and ownership rules; Dashboards and reporting; Connections to prioritized marketing channels. Platforms, deliverables and production capacity are agreed in your scope.
How does this service fit into a Dappr engagement?
CRM is available through Dappr All Access, our full-service marketing engagement at $3,500/month. We coordinate it with other marketing capabilities around your business goals and agreed roadmap.
What happens before work begins?
We review your objectives and existing setup, then agree on priorities, responsibilities, production and reporting. Advertising spend is separate. Service execution follows agreed priorities, production capacity and scope. Third-party software fees, AI usage costs and substantial projects are clarified in the engagement before work begins.