CRM structure
Shape stages and lead details around how your agency handles a new project enquiry.
CRM / Lead routing / Design agencies
Less work.
More progress.
CRM setup and lead routing for design agencies. Give each project enquiry a clear next step and every handoff a visible owner.
Scoped around your tools and team
Workflow map / 01
New business intake
Project enquiry
Captured with useful context
Routing follows the studio’s agreed rules
Clear next owner
Visible in the CRM
Example routing map · final scope follows your process
Enquiry → owner → next stepWE / 01
01
Inquiry capture
02
Lead ownership
03
CRM handoff
The offer / 01
A clearer path from enquiry to next step.
We map how new business enters your studio, then shape your CRM and lead routing around the way your team actually works.
Every project is scoped and quoted before work begins. Project invoicing follows the agreed scope.
Lead routing
Make ownership and next steps clear, using the routing rules agreed for your team.
Handoffs
Make the path through your workflow easier to follow and document how it works.
How a project starts
Clear scope. Considered handoff.
01
Share your current flow
02
Agree a project scope
03
Receive a quote and invoice
Start with the handoff
Where does a new enquiry go next?
Tell us about your agency, your CRM, and the part of your lead flow you want to make clearer.