CRM with context
Stages, contact information and clear ownership around the way your team handles inquiries.
Sistema GO · Managed commercial operations
A process configured, tested and maintained around how your team receives inquiries and continues each opportunity.
Stages, contact information and clear ownership around the way your team handles inquiries.
Tasks and agreed reminders show who should act and what needs attention next.
Repeatable steps are configured and tested with defined human handoffs and compatible channels.
Managed CRM, follow-up and agreed automation for teams handling service requests, estimates and site visits.
A managed CRM and follow-up process around property interest, qualification and advisor handoff.
Managed CRM, qualification and follow-up for professional teams that need to organize inquiries, proposals and responsibilities.
Explore an illustrative workflow for your type of business. The final implementation follows your agreed information, access and process.
Tell us what you sell, where your team works and how inquiries arrive. We agree on scope and a private quote before implementation.
The U.S. entry offers cover a website at US$20/month, or a website with a manual CRM at the US$30/month launch price. Your team manages the contacts and follow-up tasks in that CRM.
Automation, AI and messaging integrations are outside the entry plans. Managed Sistema GO work follows its own agreed scope and private quote.
Explore the workflow
Step through a sample workflow. See how an inquiry, its record and the team's next task can fit together.
Demonstration · fictional dataHome services
A fictional homeowner asks about a heating service. Follow the request through a sample intake process.
The sample request appears with its source and service category.
The inquiry is grouped into a record the team can review.
A sample routing rule points the next task to the right team.
The responsible person sees the context and the proposed next action.
Website service request
Real estate
A fictional buyer asks about a property viewing. Explore how the inquiry can reach the relevant agent.
The sample inquiry includes a property reference and its source.
The record brings the request and its property context together.
A sample assignment directs the review to a property agent.
The agent can review the context before arranging the next conversation.
Property website inquiry
Professional services
A fictional business asks about a consulting project. See how context can travel with the next task.
The sample request identifies the type of project and its source.
The team has one place to review the project context.
A sample rule gives a consultant responsibility for the next review.
The consultant sees the inquiry and the preparation needed.
Service website inquiry
Managed workflows and integrations are scoped separately from starter website and manual CRM plans.
A local interface simulation. No inquiry, message or appointment is created.
Tell us how your team handles inquiries. We agree on scope, channels, implementation and support before starting.