A usable sales pipeline
Define stages around your actual sales process, with accountable owners, next actions and relevant qualification details. Keep quotation versions and important decisions connected to the opportunity.
A CRM built around your customer relationships.
Your customer record should hold the context needed to move a relationship forward. Corvanta Systems develops custom CRM systems for South African businesses whose sales, account management and service workflows need more than a standard pipeline and disconnected inboxes.
UNDERSTAND THE PROBLEM
Keep the context when responsibility changes.
An opportunity can look healthy while the quotation is outdated, a follow-up has no owner or the delivery team lacks the agreed requirements. We connect the commercial record with the actions and handovers that follow it, so teams can see both the relationship and the work still required.
What your system can include.
Customer and account history
Bring agreed contacts, interactions, documents and service activity into a controlled customer record. Assess communication connections against provider access and the information the business is authorised to process.
Commercial handovers and reporting
Turn an approved opportunity into the appropriate operational next step. Report on pipeline movement, outstanding follow-ups and account activity using definitions your teams understand and can verify.
FROM REQUIREMENT TO WORKFLOW
How we build and verifyMake the work traceable.
Map the customer journey and handovers.
Define pipeline stages and record ownership.
Build and verify sales and service scenarios.
Migrate agreed records and train users.
The workflow, permissions and acceptance checks are agreed around your operation before the build.
SCOPE THE RIGHT SYSTEM
What we need to understand.
A useful first conversation starts with the work you need to control. These details help define the scope, dependencies and rollout.
Project scoping and engagements- Your current pipeline stages, quotation process and follow-up rules.
- Customer data sources and examples of duplicate records.
- Communication tools and operational systems that need assessment.
Practical questions.
Should we replace our existing CRM?
Only if the requirement supports that decision. Configuration or integration may address the problem. Discovery identifies which capabilities fit, which gaps matter and what a replacement would need to preserve.
Can a won opportunity become an operational job?
Yes, if the receiving workflow and required records are included in scope. The handover can carry agreed customer details, documents and responsibilities, with validation before downstream work starts.
Build the wider operation.
Serving businesses in South Africa. Integration options depend on the systems, permissions and provider access available for your project.
BUILT AROUND YOUR BUSINESS
Start with the operation.
Tell us what your team needs to do, where the current process breaks down and what a better system should change.