Stages your team understands
Agree the statuses you use: to prepare, sent, awaiting a response, accepted or closed. Every opportunity has an owner and a next action with a date.
A project contracted with Adaris
Quote follow-up CRM for small businesses
When sent quotes are scattered across spreadsheets, emails and conversations, it is hard to know who should review them. Commission a first workflow with Adaris that brings together the status, owner and next step for each opportunity.
Custom CRMAgree the first step
Solve one workflow first.
Start with quote follow-up for one team. We first assess whether configuring your current CRM or a standard tool is enough. When the process needs a custom solution or an integration, we agree that scope before building. Price, timetable, users and third-party costs are set out in writing. We work remotely in Spanish.
Explore the full serviceWhat we agree in the proposal
A controlled import
Start with one agreed data source. Review fields, identify duplicates and check a sample before loading the full set. Retain the link to the original quote where feasible.
A delivery you can use
The scope defines views, role permissions, history, export and user training. Follow-up tasks are internal; messages to customers require their own design and authorisation.
How we check the delivery
- Create an opportunity, assign it and change its status with the agreed permissions.
- Find open quotes and overdue next steps using the test examples.
- Check that a restricted role only accesses authorised information.
- Review the imported sample and export the agreed fields in a reusable format.
What to tell us first
- How an enquiry arrives and who prepares, sends and reviews the quote.
- Your current stages, number of users and existing tool.
- Column names from your spreadsheet or export, without customer data in the initial enquiry.
- A specific situation that currently gets lost: a quote without an owner, an unrecorded reply or an overdue follow-up.
Before requesting a proposal
Do we have to change CRM?
Not necessarily. We compare the required workflow with your tool's configuration and capabilities. If it covers stages, permissions and follow-up, configuring it may be enough.
Does this include WhatsApp, email or website forms?
Only when the integration is explicitly included in the proposal and an authorised, feasible connection exists. A first delivery can work with manual records or an import; we do not assume every system can be connected.
Does it replace invoicing software?
No. This solution organises opportunities and quote follow-up. Invoice issuance and tax compliance remain with your invoicing software and adviser.
Who retains the data and code?
Data export is part of the agreed scope. Code ownership, licences and repository access are agreed in writing according to the solution and tools used.
Describe the step that gets stuck.
We assess fit and agree scope and budget before starting. Your first message can describe the process without sharing customer records.