Challenge
Bring customer data, enquiries, tasks and statuses into one workspace so operators do not have to switch between spreadsheets, chats and disconnected lists.
Opening the latest projects, modules and site pages.
Workspace for customers, leads, tasks and business workflows in one interface.

Bring customer data, enquiries, tasks and statuses into one workspace so operators do not have to switch between spreadsheets, chats and disconnected lists.
The product includes dashboards, customer records, enquiries, statuses, tasks, activity, filters and analytics blocks. The interface uses AJAX updates with server-side data storage and an architecture ready for integrations and automation.
The system creates one operational workspace for customer work: activity history and current status stay together, while new workflows can be added modularly without rebuilding the interface.
Only technologies and tools that are actually part of this case.
Click an image to view it larger.