LUMORA TECH — PROJECT CHECKLIST
CRM

Lumora Tech designs CRM systems around the way a business acquires and serves clients. Scope can include lead intake, pipelines, assignment, client records and integrations for teams across professional services, property, education and other industries.

WHAT TO SCOPE
[ ] Lead capture, source attribution, qualification and assignment.
[ ] Client and organisation records with the fields your team actually uses.
[ ] Tasks, activity history, handovers and service request workflows.
[ ] Reporting and connections to existing websites, portals and payment systems.

WHAT TO AGREE BEFORE BUILD
[ ] Users, pipeline stages and a clear owner for each next action.
[ ] Existing data, duplicates, migration needs and the source of each field.
[ ] Record visibility, permitted actions and sensitive information handling.
[ ] Success measures, acceptance cases and who maintains the system.

YOUR PROJECT NOTES
Business and industry:
Current systems and providers:
Users and operating roles:
Required workflow and exceptions:
Data, security and access requirements:
Timing and dependencies:
Success and acceptance criteria:

Discuss your requirements: https://lumoratech.com.au/contact/
This checklist supports a scoping discussion; it is not a quote or a commitment to deliver unspecified functionality.