WHO THIS IS FOR
Who this is for
Companies whose pipeline, booking or field work no longer fits a generic CRM, and operators who need workflow engineering rather than another licence.
7UNIT / CRM & OPERATIONS
CRM & OPERATIONAL SYSTEMS
When the CRM is no longer the operation.
Off-the-shelf CRM and spreadsheet pipelines break when sales, service and operations need one system of record — especially when the customer conversation already lives on WhatsApp.
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WHAT USUALLY TRIGGERS THE CONVERSATION
What usually triggers the conversation
- Leads arrive on WhatsApp or email and die before they reach a system of record.
- The team has outgrown spreadsheets, shared inboxes or a CRM that cannot express the actual process.
- Handoffs between sales, operations and finance are manual and lossy.
- A vendor questionnaire or RFQ asks for a custom operational platform, not a plugin.
WHAT 7UNIT TAKES ON
What 7Unit takes on
- Designing the workflow first, then the objects, roles and integrations that hold it.
- WhatsApp-native enquiry, qualification and booking when that is the real customer surface.
- Connecting CRM to the operational systems that actually fulfil the work.
- Recovering pipelines that were never designed as software.
HOW WE APPROACH ARCHITECTURE
How we approach architecture
The CRM is treated as an operational system: tenant and role boundaries, audit of state changes, and integrations that do not depend on a person copying fields. Messaging surfaces sit on the same record, not beside it.
WHAT ENGAGEMENT LOOKS LIKE
What engagement looks like
We map the current path a lead or job takes, name the system of record, and decide what to build versus integrate. Delivery is a working operational loop, not a CRM theme.
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