Customers and enquiries
Map where enquiries arrive, who responds, and how the next action is recorded. Identify the handovers where your team loses context.
GROWTHPASS · YOUR BUSINESS WORKFLOWS
Bring clarity to the work behind the sale.
Discuss customer follow-ups, invoices, and operational handovers. Business HQ is in preview; this is a requirements conversation, not a live CRM subscription.
01
Start with the information your team needs.
Understand the workflow before introducing another tool.
Invoices and activity
Identify your production invoicing and accounting tools and the information they own. The Business HQ demo does not send invoices, connect bank feeds, or calculate taxes.
Team access
Define who needs to see, change, export, or remove records. Production security, recovery, migration, and support need an agreed specification.
02
Explore the available next step.
The public preview helps describe requirements. It must not hold real business records.
Try the sample workspace
Explore fictional customer and invoice workflows on the homepage. Changes are held in the page session and do not create a customer account.
Scope current tools
We can review the website and supported operational connections you already use. A connection is offered only after platform compatibility is checked.
Confirm production readiness
Any future Business HQ subscription, benefit allowance, implementation date, or integration is confirmed separately before onboarding.
Useful answers.
Can I enter customer information in the demo?
No. Use sample information only.
Can I still choose this in the planner?
Yes. It records your interest and requirements so the team can discuss a suitable next step.