Map the journey before the features
Write down how an enquiry becomes a customer: where it arrives, who owns it and what happens next. Identify repeated manual work and points where information gets lost.
Build a shared source of truth
Agree on the essential customer fields, pipeline stages and responsibilities. Define permissions early so the right people have access to the right information.
Make adoption part of the project
Plan data cleanup, onboarding, documentation and support. Start with the workflows your team needs every day, then expand based on real use.