Custom CRM and lead management software
Davis Lead System
A purpose-built CRM that helps a global learning organisation distribute enquiries to the right facilitators and keep every lead visible.
The brief
Built around the work that needed to happen next.
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.
What we built
- 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
The outcome
One clear international lead pipeline, shaped around Davis and its facilitators rather than the compromises of an off-the-shelf CRM.
We began with the work behind the screen. Davis Facilitators support children and adults through personalised learning programmes, including practical, hands-on exercises such as clay-based symbol modelling. The software needed to respect that human service while making the international administration around it far easier to manage.
An off-the-shelf platform such as Zoho could provide a conventional sales pipeline, but Davis did not have a conventional sales process. Leads can arrive from different countries, relate to different programmes and need to be assigned to a suitable facilitator. Forcing that work into a generic CRM would have left the team adapting its process to the software.
The Davis Lead System was designed in the opposite direction. It gives the central team one place to receive, review and distribute enquiries, while facilitators can see the leads they own, the next action and the history that matters. Statuses and permissions reflect the real organisation rather than a generic sales template.
The result is a clearer operating picture across a large international network. Fewer leads depend on memory or manual forwarding, ownership is easier to understand, and the organisation has a platform that can keep developing as its programmes, regions and reporting needs change.
- 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