Advantages
- ✓ Low-cost and easy for a small team.
- ✓ Reduces missed leads and duplicated work.
- ✓ Keeps replies consistent but personal.
- ✓ Makes pipeline status visible at a glance.
Service 05 · 5 days
Mini CRM and inbox workflow
A lightweight customer tracker, follow-up reminders and response library for small teams that cannot afford to lose warm enquiries.
Best fit
Stores receiving roughly ten or more daily enquiries and frequently missing follow-ups.
Intended result
Every enquiry has a stage, owner and next follow-up date instead of disappearing inside inboxes.
Deliverables
What you receive
Final quantities are confirmed in the quote. This standard structure keeps scope visible to both sides.
- 01Mini CRM in Google Sheets
- 02Follow-up date alerts
- 0340 replies for five scenarios
- 04Business Suite quick replies
- 05Response rules and training video
Before you decide
Benefits and limitations, stated clearly.
Limitations to know
- — Terra11 does not answer customers for you.
- — Complex ERP and paid integrations are excluded.
- — The system depends on regular updates.
- — Not intended for large permission-heavy operations.
How Terra11 helps
Support that keeps the project on track
- 01Keep the tracker under 15 useful columns.
- 02Group common questions into real scenarios.
- 03Provide short and consultative reply versions.
- 04Train the team with representative customer data.
What to prepare
Inputs that save time
- 01Current sales stages
- 02Twenty common customer questions
- 03Team roles and response ownership
- 04Temporary access to setup tools when required
Project workflow
Six checkpoints from review to handoff.
- 01
Current-state review
We review available assets, channels and the most important constraint to solve first.
- 02
Scope and proposal
You receive up to two options with countable deliverables, timing and revision limits.
- 03
Inputs and brief
Both sides confirm files, requirements, ownership and approval criteria before production.
- 04
Design and preview
A representative direction is produced and explained before the system is expanded.
- 05
Revision and quality control
Up to two scoped revision rounds followed by content, size and consistency checks.
- 06
Handoff and support
Organised exports, source files where scoped and a practical usage guide are delivered.
Start a project
Send a few real files, your goal and your expected timing.
Terra11 will review the request and return a suitable scope and quote after the requirements are clear.
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