Start with the person or company you are working with, understand their current stage and record what your team needs to do next.
5 min read
Motaded CRM organises work around leads, clients, orders and tasks. Leads represent potential business, clients represent established customer relationships, and orders describe the work agreed with those clients. Tasks help your team follow through on the next action.
Who does what
Motaded Account
Handles your sign-in, workspace membership and access to CRM.
Lead
Holds information about a potential customer and the work before conversion.
Client
Holds the customer relationship after conversion or creation through a supported client workflow.
Order
Records the services and commercial details associated with a client’s order.
Task
Records an action for a responsible person to complete.
Documents and activity history
Provide supporting files and context for the relevant record.
In what order
1
Open CRM in the correct workspace
Sign in through Motaded Account and confirm the workspace you intend to use. If access is missing, ask the workspace owner to review it.
2
Find the record before creating another
Check whether the person or company already exists as a lead or client. Review the identifying details rather than relying on a similar name alone.
3
Start with a lead when the relationship is still being developed
Record the available information and the current stage of the enquiry. Use the record to keep preparation and follow-up in context.
4
Give the next action a clear task
Describe what needs to happen, assign the responsible person and set the relevant due date. Keep the task associated with the record it concerns.
5
Convert when the first order is ready
The lead conversion flow creates a client and their first order together. Review the customer information and the first order’s services, prices and currency before completing the conversion.
6
Continue work through the client and orders
Use the client record for the ongoing relationship and individual orders for the work agreed. Add further tasks to the relevant record.
7
Review outstanding work regularly
Check the tasks and records that need attention. Update them when work is completed or circumstances change.
Before vs after conversion
Before conversion
Work is organised around a lead
Information may still be incomplete
Tasks support qualification and follow-up
The first order is prepared as part of conversion
After conversion
The client holds the ongoing customer relationship
The first order records the agreed services
Further work can be organised through client records and orders
Existing lead tasks remain associated with the lead
Key points to keep in mind
Choose the right record
Use the lead, client or order that matches the work you are doing.
Your team
Check existing information
Review the record before adding another entry or repeating a follow-up.
CRM record
Make the next action explicit
A useful task describes an action, a responsible person and a due date.
Task assignee
Keep order details specific
Review the services, prices and currency for each order.
Order record
Retain the context
Use the available documents and activity history to understand earlier work.
Relevant record
Separate product responsibilities
CRM manages customer work. Government procedures remain in Platform and the relevant official services.
Relevant Motaded product
Mistakes to avoid
Creating a new lead without checking for an existing client.
Treating a client and an order as the same record.
Converting a lead before the first order information is ready.
Assuming lead tasks move to the client during conversion.
Treating a CRM order as an invoice, payment confirmation or official application.
Assuming shared Motaded sign-in automatically synchronises CRM and Platform records.
No. CRM is a separate product within the Motaded ecosystem. Access is managed through Motaded Account and your workspace.
First check for an existing record. If it is a new potential customer, use the supported lead workflow and record the next follow-up action.
The conversion creates a client and their first order together. Review the information for both before confirming.
No. A CRM record or order does not submit an application to an authority. Government procedures belong to the relevant Platform workflow and official service.
Give your customer work a clear starting point
Explore how Motaded CRM connects leads, clients, orders and team follow-up.
