The person
Who they are, how they arrived — enquiry, Google Ads, LinkedIn Ads. Not “lead 47”.
Systems — The pipeline
CRM is who you are talking to, what was said, what is next. Virtual Prachar puts that on a board you can move. It is not ERP, and it is not a spreadsheet named “leads”. No fake names on this graphic.
The board
Who they are, how they arrived — enquiry, Google Ads, LinkedIn Ads. Not “lead 47”.
What was said. So the next call is not “sorry, who are you?”
A column they can be dragged into. If the job is stock and invoices, that is ERP.
We do not invent close rates. If the public site cannot hold the click, fix the website first.
Around the board
When the order has to become stock and an invoice.
When the thread has to come from the firm’s domain.
When the next person on the board has to come from a role.
Questions
You can. Then nobody else on the team can see the thread. This work is a board the studio can actually hand to more than one person.
No. See ERP for the floor. CRM is the people before and around the order.
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Next
Name, phone, email, and whether the mess is “nobody owns this person” or “we lost the last call”.