RoMi business solution

RoMi Enterprise Prospecting & Lead Workspace – Monthly

Organise business prospects, score opportunities, prepare relevant pitches and export qualified leads for CRM follow-up.

  • Clear business-focused implementation
  • Responsive and user-friendly delivery
  • Practical RoMi support
What is included

Move prospecting from scattered notes into a clear pipeline

RoMi Enterprise Prospecting & Lead Workspace gives business-development teams a structured place to research, qualify and progress potential clients. Keep essential contact and opportunity details together while preparing the next action.

Included

  • Business, category, telephone, email, website and map records
  • Lead scoring and verification status
  • New, research, qualified, contacted, won and lost pipeline stages
  • Recommended-service and pitch-angle fields
  • Next-action planning and internal notes
  • CRM-ready CSV export

Users remain responsible for lawful prospecting, consent, data accuracy and compliance with applicable privacy and electronic-communications rules.

A clear delivery process

From requirement to working solution

01

Discovery

We confirm the requirement, priorities and desired business outcome.

02

Planning

Scope, content, integrations and responsibilities are agreed clearly.

03

Implementation

The solution is configured, checked and refined for practical use.

04

Support

You receive guidance for launch, operation and suitable next steps.

Not sure yet?

Choose the right solution with confidence

Tell us what you need and we will recommend the most suitable next step without unnecessary extras.

Book a consultation