Business use case — at a glance
- Step 1Scope & architecture agreed
- Step 2Auth & tenants work
- Step 3CRM & integrations UAT
- Step 4Voice/RAG when in scope
- Step 5Go-live checklist
Sign off each phase—skip modules you did not buy.
Delivery phases and acceptance criteria
Milestones tailored to selected modules—projects without voice or RAG should not pay for those gates.
| Phase | Deliverables | Acceptance | Typical timing |
|---|---|---|---|
| 0 — Discovery | Process maps, requirements, architecture, risk register | Buyer signs scope priorities | 2–3 weeks |
| Foundation | Auth, tenant isolation, core schema, environments | Role/tenant tests pass | Weeks 3–6 |
| Business workflows | CRM, leads, workflows, integrations | Agreed E2E scenarios pass | Weeks 6–14 |
| AI & voice (if scoped) | Agents, knowledge, telephony, handoff | Test calls & eval scripts pass | Parallel or follow-on |
| Production readiness | Monitoring, backups, security checks, runbooks | Release checklist signed | Pre go-live |
Planning bands (INR): product page packages table.
Next step
Configure modules, budget band and timeline on the product page—or read engineering evidence on the case study.
Open scope estimator Technical case studyMore in this cluster
- Custom AI CRM & automation hub
- Insurance lead automation
- Banking & collections workflows
- BPO multi-client CRM
- Vertical SaaS RevOps platform
- Build vs buy AI CRM
- Multi-tenant RevOps architecture
- AI voice + CRM integration
- Workflow engine design
- Delivery phases & acceptance
- Integration planning checklist
- Production readiness checklist