Customer record Sample data
AM
Amina Mensah
Example buyer · fictional
- Business
- Kora Learning Centre · fictional
- Note
- Asked about a quote for office supplies.
Customer details in one place
A small-business workflow
One enquiry.
A clear next step.
See how a team can organise customer details, track a sales opportunity and plan a follow-up.
Fictional demonstrationThis is a simplified illustration, not a live workspace, customer story or claim of business results. All names and opportunities below are invented. AkuCRM is recruiting its first business pilots.
Explore the workflow ↓Example: Kora Office Supplies · fictional business
From first enquiry to follow-up.
01 / Customer record
Keep the useful context together.
A buyer asks about office supplies. Record their name, business and relevant notes so the team can find the conversation context.
In the product: open Contacts and create a customer record. Use only information you are authorised to hold.
02 / Sales opportunity
See where the enquiry stands.
Create an opportunity for the request. Choose stages that describe real progress and update the stage when the supporting event happens.
Example stages below are illustrative. Stage names and opportunities are configured for your workflow; no sale is implied.
Office supplies enquiry Sample opportunity
- New enquiry
- Quote prepared Current example stage
- Buyer decision
Next move: confirm the buyer has the information needed to decide.
03 / Next action
Give the follow-up an owner.
Create a task with a clear action, an assignee and a due date. After the conversation, record the outcome and choose the next step.
A task is a planned action. This demonstration does not send a message, make a call or promise automatic outreach.
Follow-up task Illustration
Check whether the quote answers the buyer’s questions
- Assigned to
- Demo owner · fictional
- Due
- Next agreed business day
- Status
- Planned
Action + owner + date
First-business pilot programme
Try one real workflow.
Tell us what needs work.
We are seeking 3–5 willing businesses for a 30-day guided evaluation. This is a recruitment target; no active pilot businesses or customer outcomes are claimed.
- Start with a discovery conversation and sample data.
- Choose one available workflow and a useful measure.
- Use standard published workspace pricing with guided onboarding. No pilot discount or free access is offered.
- Paid access covers one calendar month and is renewed manually. Agree evaluation dates within the paid access period.
- Review the exact scope, plan limits and any separate usage costs before deciding. No obligation to provide a review or public story.
Contacting us does not enrol you or authorise a payment. Features depend on the plan and configuration; connected messaging, AI and advertising may incur separate costs. Confirm your required workflow before subscribing.