Your CRM pilot: tested and pending
Three roles exercised the sales journey with fictional data. This page separates verified local tests from work still needed for your live company.
3Roles testedAdmin · Manager · Sales Executive
31Report types checked62 CSV / Excel exports opened
13Database tables restoredCounts and row contents matched
₹18,320Test invoice balance₹28,320 invoice − ₹10,000 payment
These are isolated local tests of the Hostinger CRM source. No production dummy accounts were created, no customer messages were sent, and no live BUSY connection or production recovery was certified. Dummy staff access was disabled after testing.
The tested sales journey
1 · Customer and lead
Manager created a company/contact. Executive captured a lead. Explicit linking connected the records; another owner's lead remained protected.
2 · Follow-up and quotation
New → Contacted → Qualified → Proposal → Negotiation → Won. Executive submitted a ₹28,320 GST quotation; manager approval was required.
3 · Work and payment
Manager assigned delivery work and approved completion. Reviewed BUSY CSV showed ₹10,000 received and ₹18,320 remaining. Acceptance was simulated; no quotation was emailed.
All readiness tasks
Before using real customer data
- Confirm company GST, quotation terms, master items and the permissions of your real pilot staff.
- Migrate a small reviewed batch, reconcile totals with the old CRM/BUSY, and approve the result.
- Verify live backup/restore and scheduler execution. Start with 2–3 named staff; keep invoicing in BUSY.
- Activate email/WhatsApp/BUSY only after controlled provider tests. Local simulation does not prove live delivery or automatic syncing.