Case study
One landing path — entrepreneur file, permit and support services linked
A regional cluster managing permit requests, tourism ventures and ties to business-support units needed one CRM with permission tiers and land signals for entrepreneurs. We built an end-to-end path: entrepreneur questionnaire, site dossier, tailored intakes and handoffs to the right units.
At a glance
- Linked CRM environments
- 2+
- Intake types
- Tailored
- Handovers
- Bidirectional
- Entry points
- Landing + CRM
Permits + tourism
With/without pre-rolling
Across units
Form without login
The project combined FlowGram for journeys, monday-GIS for spatial layer, and Clicks Solutions for multi-stakeholder CRM with handoffs.
Products
Custom developments
The challenge
Entrepreneurs entered from landing pages but data was split across planning, tourism and business-support systems. There was no single view of land availability, permit status or handoff to support — and user permissions were complex.
Our approach
We defined tenant/user hierarchy, entrepreneur/site dossiers, intakes by request type, a traffic-light land signal, and handoff paths to authorities and support services.
What we built
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Entrepreneur questionnaire from a landing page — no login — with dossier and lead creation.
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Site dossier enriched from a data warehouse and land-availability signal.
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Separate intakes: with/without pre-rolling, self-service or center interview.
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Tourism-zone mapping and routing to business-support services.
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Bidirectional handovers between permitting hub, tourism 360, authorities and partners.
Deliverables and the products behind them
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Entrepreneur & site dossiers with land-availability signal
Clicks Monday GIS -
Tailored intake and permitting/tourism paths
FlowGram by Clicks -
Bidirectional handovers between cluster units
Clicks Solutions -
Entrepreneur questionnaire and downloadable info sheet
Clicks CRM Connections
How it works in practice
An entrepreneur completes a questionnaire, receives a PDF info sheet and sees an initial land signal. If a permit is needed — the permitting track opens; for tourism — a shared dossier updates with the tourism unit. A status change by a support body feeds back to the entrepreneur file in monday.
Outcomes
One path for the entrepreneur, less duplication between units, and a foundation that can extend to regional policy and central reporting.
Want to build something similar?
A short call: map your setup, see a relevant example, and a realistic rollout plan.