Record created
01 / Capture
Keep the whole conversation.
Bring the enquiry, source and customer details into a useful record.
Shared customer context
CRM & customer workflows
Every relationship.
A clear next step.
Bring customer context, team ownership and follow-up into one useful view.
- Shared customer context
- Accountable follow-up
- A cleaner pipeline
Our clients
A word from our customers.
FDS Cards Ltd on Trustpilot“Customer service is amazing, web page is very clear and understandable and the product is great!”
“Superfast response and delivery, excellent quality. Highly recommended.”
“FDS cards were very helpful and on point with all the requests.”
“Excellent product range & quality & very proffesional & quick service. I strongly reccomend them.”
“Responsive and forthcoming staff, great communication”
“Fast service and good quality.”
“It was better than advertised :)”
The experience
From first enquiry.
To lasting relationship.
A CRM should help the next conversation happen, with the right person and the right context.
Follow-up assigned
02 / Assign
Make responsibility visible.
A named owner and next action keep promising conversations moving.
Accountable follow-up
Ready for the next conversation
03 / Continue
Build on what you already know.
Retain the decisions, preferences and history that make service more personal.
A cleaner pipeline
Selected work
Customer experience.
From the inside out.
Explore the products behind our approach to customer records and connected teams.
HexaTech
Customer conversations, bookings and relationships brought into one product ecosystem.
- Product strategy
- Interface design
- Connected workflows
Customer campaigns
Audience, message and customer relationship connected through a campaign workflow.
- Audience
- Content
- Follow-up
The business case
Less searching.
More time with customers.
Model the capacity hidden in repetitive record updates and handoffs.
Explore a scenario
View over
4,000
Scenario: 6 → 2 minutes per customer update.
An operational scenario, not a sales forecast. Actual savings depend on adoption, data quality and the workflow.
Monthly team capacity released
400hours
Current handling
133hours
With the change
Monthly handling time · before and after the modelled change
The details that matter
Considered from the start.
Useful after delivery.
Clear decisions, visible progress and an agreed handover. The details that make the work easier to own.
01
A customer model that fits
Agree your stages, fields, access and definition of a useful record.
02
Migration with a clear trail
Map, clean and review records before an agreed migration.
03
Adoption from day one
Practical team guidance, ownership and a manageable first release.
How we work
- 01Understand→
- 02Design→
- 03Deliver→
- 04Refine→
Before we start
A few useful
answers.
We agree the deliverables, responsibilities, ownership and ongoing costs before production.
Do we need a bespoke CRM?
Not necessarily. We can assess whether configuration of an existing system addresses the need. The decision depends on the workflow, data, connections and long-term responsibility.
Can existing customer records be moved?
Migration is scoped after reviewing the sources, permissions and data quality. Mapping, a trial import, reconciliation and a fallback plan should precede a live move.
How is this different from general software development?
This engagement centres on customer history, ownership, follow-up and adoption. The wider software service covers other business applications and portals.
Your nextmove startshere.
Tell us what you want to improve. We’ll help you work out a practical next step.
Prefer email? info@design-studio.co.uk