Our Scope Led Process

This structured and detailed approach allows Infopad to deliver CRM solutions that are not only tailored to the client’s current requirements but are also flexible and scalable to adapt to future changes.


Initial Discovery Call

The process begins with a 30-minute discovery call. In this session, Infopad’s team gets a high-level understanding of the potential client’s business, their challenges, and objectives for implementing a CRM solution. This step is crucial for determining if Infopad and the client are well-matched for collaboration.


In-Depth Discovery Session

Following a successful initial call, a deeper discovery session is arranged. This two-hour meeting involves key stakeholders and aims to delve into more specific details about the client’s requirements. For smaller projects, this stage often concludes with Infopad providing a ballpark estimate of the project.


Requirement Gathering Workshop

For larger and more complex projects, Infopad offers a comprehensive ‘Requirement Gathering Workshop’. This five-day, often on-site, engagement involves intensive collaboration with the client. The team works closely with various stakeholders, examines existing processes, assesses integration points, and thoroughly understands the data environment.


Defining the Scope

The insights and data collected from the Requirement Gathering Workshop are compiled into a ‘Statement of Work’ document. This key document outlines the project’s scope, detailing specific functionalities, customisations, integrations, data migration needs, and any unique features required. It serves as the blueprint for the entire CRM implementation.


Solution Design

Based on the Statement of Work, the technical team designs the CRM system, focusing on system architecture, data modelling, user interface, and integration with existing systems.


Development and Customisation

The CRM system is developed and customised according to the design specifications. This step may include configuring a standard CRM platform to suit specific business needs and developing custom modules or functionalities.


Data Migration and Integration

If the client is transitioning from an existing CRM system or other data sources, data migration is carried out, ensuring data integrity and smooth transition. Integration with other business systems is also executed.



The system undergoes comprehensive testing to ensure all functions work as intended. This includes checking for functionality, performance, usability, and security. Identified issues are addressed and resolved.


Training and Documentation

Users are trained on the new CRM system to ensure smooth adoption. User manuals and guides are provided to aid in navigating and understanding the system.



The CRM system is deployed for use, which can be a full deployment or a phased roll-out, depending on the project’s scope and client’s strategy.


Post-Implementation Review and Support

After deployment, immediate support is provided to handle any issues. Feedback is gathered from users for any necessary adjustments.


Ongoing Maintenance and Updates

Finally, the CRM system requires ongoing maintenance and updates to ensure it continues to meet the business’s evolving needs. Infopad offer a range of managed services to further enhance and keep your system in perfect working order.