Every conversation. The same opportunity.

An email contains the specification, a call changes the timing and a message asks about price. A shared opportunity context connects these details with the current offer, owner and task. The customer should not have to explain the request again at every handoff.

The communication model covers email correspondence, inbound calls, eligible outbound calls and messaging. Channel activation and CRM connections depend on the agreed configuration. Outreach requires the existing contact-permission and consent rules; discovering a lead does not authorize contact.

A reply that changes scope belongs beside the affected quotation and next task. Exceptions go to the responsible person with the relevant context. People can approve, revise, pause or decline; commercial commitments remain within approved authority.

Provide a typical customer request, communication channels, CRM fields, pricing basis and decision owners. Exwest Modular shows the product-enquiry context; TasGO shows RFQ coordination. Review your required channels and systems with Exwest before choosing integration scope.