50-point guide coverage
Each original review point links to practical help. This is documentation coverage, not a claim that an audit or lifecycle test has passed. Operator checks require admin/support evidence.
- No Lead Missed
- No Lead Without Owner
- Mandatory Next Action
- First Response SLA
- Follow-up discipline
- One clear next step
- Lead deduplication
- Organisation 360°
- Relationship memory
- Zero retyping
- Version history
- Supplier workflow
- Accurate costing
- Internal data protection
- Partial transactions
- Documents
- Payments
- Exporter closure Admin / support check
- Role simplicity
- Business-type simplicity
- Human psychology
- Colour psychology
- Forms
- Mobile
- Search
- Tables
- Feedback
- Error messages
- Permissions
- Tenant isolation Admin / support check
- Authentication
- Audit trail
- Backup/restore Admin / support check
- Integration reliability
- Email compatibility
- Lead integrations
- Generic API/Webhook
- Connector health
- Performance Admin / support check
- Billing/SaaS Admin / support check
- Storage safety
- Onboarding
- Empty states
- Monitoring Admin / support check
- Privacy
- Staging Admin / support check
- QA Admin / support check
- Pilot Admin / support check
- Usage analytics Admin / support check
- Feature discipline