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Custom CRM for Bangladesh: build a sales process before software
Enquiries disappear when several people reply from private phones and nobody owns the next action. A CRM should make the next step visible, not merely collect contact numbers. For a Bangladesh service business, start with the channels customers actually use: website forms, telephone calls, referrals and conversations that move to WhatsApp. Keep the original source even when a salesperson later edits a record. That lets the owner compare the quality of enquiries instead of assuming every channel performs equally.
Workflow
- Capture the enquiry and its source
- Check fit and assign an owner
- Create a dated follow-up
- Send a scoped quotation
- Record the decision and next action
What to measure: Overdue follow-ups; qualified-to-proposal ratio; lost reasons; duplicate records
Workflow, scope and FAQs →








