Here’s a common story. The pieces that take expertise come from us. The ideas that only your team would think of, your team can build themselves.
STEP 1 · VULCAN365 BUILDS
Your CRM, built around you
Vulcan365 engineers build your full customer system in Forge: your customers, your sales stages, your follow-up rules, signed in with your Microsoft 365 accounts. It runs, is monitored and is kept up to date from day one.
STEP 2 · YOUR TEAM HAS AN IDEA
“Can we run a campaign from this?”
Your marketing lead wants a specialized campaign app: pick customers who haven’t ordered in 90 days, write tailored offers and track who responds. It’s a great idea, and it doesn’t belong in the CRM itself.
STEP 3 · BUILT IN DAYS, CONNECTED SAFELY
A new app that uses the CRM’s data
They describe it to Forge and build it themselves. Forge connects it to the CRM so it can read the customer data it needs, and nothing else. No passwords swapped, no spreadsheets emailed around. If they get stuck, a Vulcan365 engineer picks it up where they left off.