Internal tool · CRM
Supply Acquisition CRM
An operational CRM and workflow system supporting supply acquisition and agent operations.
Challenge
Recruiting supply and managing the agents who do it involved leads, follow-ups and status tracked across disconnected files, with no single view of the pipeline.
Context
An operations-led system for a logistics-style business. Company details are confidential and not shown.
Approach
We mapped the acquisition journey from first contact to onboarding, agreed the stages and ownership, then built the system around them.
Solution
A CRM and workflow application where each lead has an owner, a stage and a history, and operations leaders can see the pipeline.
Outcome
A shared, structured view of the pipeline instead of scattered files, with clearer ownership of every lead. No numbers are published.
What FlowForge learned
A CRM succeeds when the stages match how people actually work. Mapping the real journey first prevents building a tool nobody uses.