Guides for SaaS and CRM owners
| Article | Topics | Published |
|---|---|---|
Integrating your product with a CRM: what to check firstIntegrations rarely fail on the API call. Settle five things first: record ownership, downtime, retries, who sees a failure, which side wins. 7 min read |
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Site backups: test a restore before you need oneThe panel says backups run, but the copy may hold no photos, no database and nobody who can open it. Write down what is copied and restore it each quarter. 7 min read |
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Thank you on the site, no ticket in CRM: trace one leadA person sees thank you while the CRM list the team calls from stays empty. Name that list, then send one test submission, before a new form. 4 min read |
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Redesign brief: one outcome, one boundary, one ownerYou own the product and the date. A redesign bundles three purchases: new look, new copy, new behaviour. Name the one this release buys. 9 min read |
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Developer handover: what to collect before the buildA developer builds what you specify and fills the gaps you leave. Write down the result, the boundary and the acceptance checks before the work starts. 9 min read |
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Form to CRM without manual copy: what breaks firstThe form already collects the name and phone, and someone still pastes them into the CRM. Name that copy step and you will see which field breaks first. 9 min read |
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Lost leads from your form: trace one submissionA lead survives a chain: validation, the submit hook, a notification, a webhook, sometimes a hand copy. Send one test and find which hop drops it. 9 min read |
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Laravel handover: what to collect before day oneThe agency hands over a Laravel product and a date. Before anyone touches production, collect the access, the environment and the flows that can hurt. 9 min read |
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Hotfix without staging: how to release it safelyNo staging means the live site becomes the test. Name the screen, prepare a private check, then release with a witness and a rollback plan. 9 min read |
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Developer brief: how to order development workYou own the product and the date. Order development with a brief: the outcome you approve, the boundary, what done means, and who answers questions. 9 min read |
