Describe your business and how you work today. We'll come back with whether this is a custom build or one of our existing systems — and show you a working demo before you commit to anything.
Everything except your name and how to reach you is optional — send what you have.
We read it properly and reply with questions — or with a direct recommendation if it's clear.
A short call or visit to understand how you actually work day to day.
A working demo with your own terminology in it, plus a fixed scope and timeline. No obligation.