Davis Lead System
The right enquiry. The right facilitator.
A purpose-built CRM that helps a global learning organisation distribute enquiries to the right facilitators and keep every lead visible.
A global network.
A very human service.
Davis supports people who think and learn differently through a worldwide network of licensed facilitators. At the time of this project, the organisation had around 350 facilitators across more than 20 countries. Enquiries needed to reach the right person based on location, programme and availability, but the growing network made manual lead distribution and follow-up increasingly difficult. Zoho was considered, but fitting the Davis workflow into a standard CRM would have required too many compromises.
Built around
their day.
- A central lead pipeline for enquiries arriving from around the world
- Practical assignment rules for regions, programmes and facilitator ownership
- Clear status, follow-up and communication history for every lead
- Role-based views, reporting and administration shaped around the Davis network
“It is so refreshing to be heard. They can quickly deliver a solution better than we asked for! Feeling spoilt!”
Custom CRM client. Excerpts.
A clearer view, across the world.
Davis Facilitators support children and adults through personalised learning programmes. We built the software around that human service, giving the central team one place to receive, review and distribute enquiries.
Facilitators can see the leads they own, the next action and the history that matters. Statuses and permissions reflect the real organisation, with fewer enquiries depending on memory or manual forwarding.
The result is a clearer picture across the network and a platform that can grow with new programmes, regions and reporting needs.
- Built for around 350 facilitators across more than 20 countries
- Clearer lead distribution, ownership and follow-up
- A flexible platform without the compromises of a generic CRM
What could work
better in your business?
Let’s find out in a free 30-minute chat.
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