CRM and email

Give every enquiry a clear next owner.

An enquiry arrives, but the next action lives in someone’s inbox. Connect the customer record, qualification and follow-up so the responsible person can act.

Discuss CRM See the scope

The next owner needs the full context.

Marketing and qualification

Prepare the handoff

Record the enquiry, source and qualification decision.

The shared record

Original request and source
Fit, intent and unknowns
Owner, action and due date

Sales and customer team

Act and return the outcome

Take the next step, record the result and keep the relationship current.

CRM fields, routing and email support the same customer record.

Explore the B2B handoff

Choose the help your team needs

Your situation	The work	Responsibility
ReviewYou want to understand a handoff problem.	Examine the agreed process and identify priorities for change.	Your team decides what to do with the findings.
ImplementationYou need a process or system set up.	Define and implement the agreed CRM or email work.	Your team supplies the process decisions and reviews the setup.
SupportYour team needs ongoing help.	Agree an optimisation or support scope for the system you use.	Responsibilities and cadence are set in the proposal.

Questions about CRM and email

Do we need to change CRM?

Not necessarily. Tell us which system you use and where the handoff breaks. The proposal will identify the work that fits your setup.

Which email platforms do you work with?

Kontext offers implementation, audit, optimisation and support for ActiveCampaign, Klaviyo and MailerLite. HubSpot work can also be scoped separately.

Who decides when an enquiry is ready for sales?

Your marketing and sales teams need to agree that definition. We help make it explicit and connect it to the agreed CRM process.