MOOVAZ product family
MOOVAZ CRM
One place to run your business — and every customer in it.
What it is
CRM is the home screen, account layer and customer record for MOOVAZ (it now includes what was previously called Hub). A business that joins through Acquire gets a login and dashboard, and the same workspace grows as they switch on more products.
It holds the shared business profile — opening hours, locations, services, contacts — and a single customer timeline fed by every module, so customers never feel they are juggling ten different suppliers.
Key capabilities
- One login and organisation profile
- Product launcher showing active and available modules
- Customer records, pipeline stages and activity timeline
- Unified credit wallet, top-ups, billing and invoices
- Notifications and action centre
- Shared business facts reused by Assist, Digital and others
Steps to build
- 01
Accounts & organisations
Sign-in, organisation profile, team members and roles.
- 02
Shared business profile
Master data for hours, locations, services and contact details, exposed to every module.
- 03
Customer records & timeline
Contacts, leads, pipeline stages and an activity feed that modules write into.
- 04
Module launcher
Tiles for each product with Live / In development / Planned badges and one-click activation.
- 05
Wallet & billing
One credit balance across modules, subscriptions, top-ups and invoices.
- 06
Action centre
Notifications and to-dos generated by modules (new lead, overdue invoice, missed call).
Go-to-market strategy
Positioning
- Not sold on its own at first — it is the shell every Acquire customer receives
- Message: “one operating system that grows with your business”
Adoption path
- Every Acquire customer is onboarded into CRM from day one
- Leads from QR scans appear as customer records, proving value early
- Prompt upgrades from inside the launcher when a need appears
Pricing
- Included in the low platform fee (working idea ~£15/month)
- Higher tiers (£29 / £59 / £99) unlock more users, modules and history
Success measures
- Weekly active businesses
- Modules activated per account
- Credit wallet top-ups
Sales email template
One place for [Business name]'s customer follow-ups
Hi [First name],
I noticed [specific observation about their team or customer enquiries]. How do you currently keep track of a new enquiry once it becomes a quote, a job and a customer to follow up with?
We're planning MOOVAZ CRM as the shared workspace for businesses joining through Acquire, rather than another standalone system to juggle. The aim is to keep customer details, pipeline stages and activity in one place, with the workspace growing as more MOOVAZ products are added.
For [Business name], that could mean a clearer view of who needs a reply and what's happened with each customer, without piecing together separate records.
Would you be open to a 15-minute conversation about how you manage enquiries today and whether the planned workspace would fit your team?
Best, [Your name] MOOVAZ [Your phone number]
If this isn't relevant, just reply and I won't follow up.
Team notes & prompt library
Working notes for developers, marketing and sales. Editable in src/data/notes/crm.md — add and refine prompts here as the product evolves.
CRM — Team notes & prompt library
Working notes for the MOOVAZ CRM product. Developers, marketing and sales: add, refine and reuse the prompts below. Keep prompts copy-paste ready.
Developer prompts
- Design the organisation and team-members data model with roles, and the shared business profile (hours, locations, services, contacts) exposed to every module.
- Build the customer timeline: a single activity feed that Acquire leads, Assist conversations, bookings and paid invoices all write into.
- Specify the unified credit wallet: one balance across modules, top-ups, subscriptions and invoices.
Marketing prompts
- Write the "one operating system that grows with your business" positioning page for existing Acquire customers.
- Draft in-product upgrade prompts that appear in the launcher when a need shows (missed call → Assist, repeat customers → Engage).
- Create a short onboarding email series that shows new customers their first QR-scan leads as CRM records.
Sales prompts
- Write a demo script that starts from a QR-scan lead and shows it becoming a customer record, proving value in the first five minutes.
- Draft the upgrade conversation from the ~£15/mo platform tier to £29/£59/£99 tiers based on users, modules and history.
- Write objection responses for "we already have a spreadsheet" and "we tried a CRM and nobody used it".