ACTIVE TECH SERVICES
Software & business platforms
CRM systems, customer portals and internal tools that organize your team’s daily work.
About the service
Bring customer records, requests, tasks and follow-ups into a system that reflects the way your business operates. We help define the workflow and build or configure the required workspace, including user roles, administration screens and reporting needs.
What we deliver
- Customer records, leads and follow-ups
- Project, task and request management
- Customer and staff portals
- User roles and access permissions
- Operational dashboards and reports
- Integration with existing business systems
A workflow that fits your team
Describe how a request moves through your business and which staff handle each stage. We translate that into statuses, responsibilities, notifications and the information each role needs to see.
Existing systems and data
Share the tools and spreadsheets you use today. Data import, migration and external connections are assessed separately so the offer identifies the records, formats and permissions involved.
Administration and handover
We define what your team can manage, the reports you need and the handover requirements. Hosting, support and future changes are discussed according to the selected system and project scope.