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CRM: enquiries and follow-up
Bring your CRM requirement to the discussion, whether you use Zoho, HubSpot, Salesforce or another system. Specify whether you need contact creation, activity updates, field synchronisation or a follow-up trigger. Availability and scope are confirmed for your environment.
Commerce: orders and customer service
For Shopify, WooCommerce or a custom store, identify the relevant order events and customer-service process. Product catalogues, order notifications and recovery workflows are different projects; agree the one you actually need first.
Connectors and custom APIs
Some requirements may use a connector or an API implementation rather than a native, one-click integration. Explain your current applications and technical ownership so the team can propose the appropriate route, cost and maintenance responsibility.
Know what happens when a connection fails
Agree validation, duplicate handling and the source of truth for important fields. Define how failed updates are identified and recovered. Customer messages should not expose internal errors or reveal information to the wrong person.
A growing retail or D2C team
A campaign attracts product questions and order enquiries. Separate buying advice from existing-order support, while keeping the conversation visible to the right team.
Bring your preferred customer language and current business tools. Your India quotation will state the billing currency and implementation scope.