The customer repeats themselves
They explained it on chat yesterday. Today they explain it again on the phone.
CRM Implementation
A CRM Set Up Around How Your Teams Work
RecordPipelineConversationReport
We set up, customize and migrate your CRM, on WULOOJ CRM or the system you already use, so sales, support and operations share one customer record, with pipelines, ownership and follow-up shaped to how your teams actually work.
The disconnect
The support inbox does not know what the CRM knows.
In most businesses the website, the call center, and the help desk each hold a different piece of the same customer. Teams re-ask questions the customer already answered, and handoffs lose the thread.
- WebsiteViewed the pricing page twiceDoes not see the other two
- Call centerCalled to ask about delivery timesDoes not see the other two
- Help deskOpened a ticket: item arrived damagedDoes not see the other two
Lists get exported to be useful
A campaign gets built on a spreadsheet that went stale the moment it was downloaded.
Follow-up depends on memory
Ownership lives in someone's head, so work slips when they are away.
The fix is not another tool beside the others. It is one record the others already read.
One shared record
Every team works from the same customer, in real time.
Contacts, order history, and conversation history live once and are read by every module. A ticket opened from a WhatsApp message carries the same context an agent sees when that customer calls five minutes later.
Customer recordReturning customerPrefers WhatsApp
Contact and company
The customer's details, the people around them, and who owns the relationship.
- Primary contact and company
- Owned by the sales team
Order history
What they bought, through which channel, and what happened after.
- Online order · Delivered
- In-store purchase · POS
Conversation history
Chat, email, tickets, and calls against one timeline rather than four inboxes.
- WhatsApp · Asked about delivery
- Call · Logged automatically
- Email · Ticket resolved
Shared by the platform, not synced between copies of it.
Pipelines and ownership
Stages that match your process, not a vendor's.
Define the records, stages, and handoffs your teams actually use, then set how work is assigned and followed up so ownership stays clear as volume grows.
Your stages, as configured
- CapturedTo advanceContact details confirmed
- QualifiedTo advanceNeed and timeline agreed
- In progressTo advanceProposal sent
- Won or closedTo advanceOutcome recorded
Stage names, entry rules, and owners are defined per business — the rail above is an example, not a fixed template.
Stages
Name the steps a customer moves through and what has to be true to advance.
Assignment
Decide who picks work up, by queue, team, or rule.
Follow-up
Schedule the next action so it survives holidays and handovers.
Handoff
Move a customer between teams with the record and the thread intact.
Conversations
Every channel writes to the same timeline.
Customers move between WhatsApp, live chat, email, and the phone without thinking about it. In WULOOJ those are channels into one record, so the next person to pick the relationship up starts with the context.
WhatsApp and live chat
Conversations land in the shared inbox and attach to the customer they belong to.
Explore the moduleEmail and ticketing
Threads become tickets with an owner, a status, and a place in the timeline.
Explore the moduleCalls
CTI integration surfaces customer data to the agent mid-call, and logs the call against the record.
Explore the module
Configured around you
Customized to your use case, not forced into a template.
Every business runs differently, so the customer model is defined rather than inherited. Shape the records, the stages, and the workflows around your operation, and extend the platform when the standard modules stop being enough.
Define the model
Decide which records exist, what they hold, and how they relate to each other.
- Contacts
- Companies
- Orders
- + Your own record
Shape the workflow
Set the stages, assignments, and follow-up rules your teams will actually run.
- New
- Qualified
- Won
Connect operations
Link the CRM to support, commerce, or telephony where those already exist.
- Support
- Commerce
- Telephony
Extend it
Deploy custom admin, customer, or vendor portals on the same database, and reach every module over REST APIs.
- Admin portal
- Customer portal
- Vendor portal
- REST APIs
Deploy it your way
Run on public cloud with no infrastructure, in a hybrid setup, or fully inside your own infrastructure — the same platform either way.
- Public cloud
- Hybrid
- Your own infrastructure
Visibility
The pipeline, reported next to everything else.
CRM activity reports through the same data warehouse as support, commerce, and telephony, so the customer relationship is measured alongside the operation that serves it rather than in isolation.
Data Warehouse
Pipeline, by stage
Pipeline
What sits at each stage, and what has stopped moving.
Ownership
Who holds which relationships, and where the load has gathered.
Activity
Conversations, calls, and follow-ups against the records they belong to.
Across modules
The same customer seen through support, commerce, and campaigns.
Next step
Show us how your teams work with customers.
Walk us through the stages a customer moves through today and where the record breaks. We will show what that looks like configured in WULOOJ CRM, and what it would take to run it.