CRM 2050 / Business guide
Launching CRM 2050: your team's practical guide
Start with a representative workflow
Choose a responsible owner and a small set of customer or employee records for your CRM 2050 rollout. Agree how the team will recognize a completed workflow, who approves each stage and which reports will guide the review. Test with the intended roles, review the resulting documents and resolve differences before inviting the wider team.
One customer view. Every next step.
Bring business accounts, contacts, leads and service history together so your team can pick up the conversation with confidence. CRM 2050 keeps the customer requirement connected to its owner, quotation and order. Give sales and service a shared view of the relationship, with role-based access that protects sensitive information. Spend less time reconstructing the story and more time helping the customer move forward.
Turn enquiries into a healthier pipeline
Capture demand from your website, qualify requirements and manage opportunities through clear commercial stages. Keep follow-up activity, supporting documents and expected close dates alongside each account. Managers can review pipeline by owner and stage, while sellers work from catalog and pricing information when preparing proposals. Make your next action visible and keep commercial decisions connected to the records behind them.
Resolve service with the full picture
Connect a customer request to its order and supporting information. Route work to the responsible team, review progress and retain a clear resolution history. Add Field Service for intake and coordination of work away from the office, with configured assignment and approval steps. Give authorized teams the context they need to coordinate the handoff from customer conversation to operational delivery.
Make your website part of the customer journey
Publish product and service pages, collect enquiries and connect selected ordering capabilities to your website. Customers can return to their own account to review requests, orders and invoices. An enabled chatbot helps visitors discover relevant offers and start supported transactions. Your storefront, customer workspace and internal team stay connected without exposing private records to other customers or organizations.
Bring AI into the flow of work
Add Enterprise capabilities to help teams find authorized records and reports through natural-language conversations. Configure hosted AI providers and the supported chatbot journeys for your organization, keeping staff permissions in force. AI assistance works alongside your existing records and workflows; it does not replace approval responsibilities. Choose the processes where conversational access can save your team the most time.
See how work actually moves
With Enterprise process mining enabled, explore supported process histories, activity sequences and common variants. Filter the available event data to investigate waiting time and repeated steps, and use saved analyses to support improvement discussions. Built-in process data science connects operational questions to traceable events. Coverage depends on the selected workflow and its recorded history, with incomplete cases identified in the analysis.
A package that fits your team
Select modules, users and usage allowances using the same T24 Global pricing foundation. Compare record, storage and API limits before confirming your package. Included catalog, project, master-data and account foundations keep essential work connected. Free plans carry the configured platform transaction charge; applicable taxes and payment-provider charges are shown separately. The final checkout quotation sets the amount payable.
Launch with a clear commercial partner
T24 Global is your software seller, invoicing entity and support contact. Start with a reviewed configuration and activate purchased access after verified payment. Integrations and customer payment collection follow the relevant provider and platform approvals. Discuss a business-specific implementation with sales@t24global.com or +91 9972769456, and build a rollout around your team, operating model and priorities.