JTS Technology & AI
CRM & Operations Systems
Design CRM and operational workflows around lead handling, customer processes, internal handoffs and business visibility.
What the service covers
Built around a clear brief and usable handoff.
✓
Lead workflowCapture, stage and follow up on enquiries.
✓
Customer operationsDefine repeatable client/customer processes.
✓
Internal handoffsReduce lost context between people or systems.
✓
Reporting structureTrack the few operational metrics that matter.
Tool choice: JTS may configure an existing platform or build custom components depending on requirements and economics.
Scoping & pricing: Custom work is quoted after the requirements, inputs, platform, complexity and delivery expectations are understood. JTS does not advertise artificial fixed prices for work that has not been scoped.
Process
How the engagement moves.
Projects are kept structured so requirements, revisions and acceptance criteria are understood before delivery.
01
Map
Document the lifecycle.
02
Configure
Set up stages, fields and workflows.
03
Automate
Add appropriate reminders/integrations.
04
Adopt
Document and train around the workflow.
Typical Deliverables
What may be included.
The final scope depends on the project. These are common deliverable categories, not promises that every project includes everything.
CRM structureStages, fields and operating logic.
AutomationsEligible workflow triggers/actions.
TemplatesMessages/checklists where relevant.
Operations guideHow the system should be used.
Have a project in mind?
Send a structured brief through the JTS project intake form.