PROJECT CASE STUDY
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CRM
Platform.
A complete management experience for customer relationships.
Let’s talk about the project- Sector
- Business software
- Project type
- CRM platform
- Our work
- Design and development
A digital approach to customer relationships.
Business software and management experience design for customer relationships.
We handle customer records, meetings and work steps within one plan. Our aim is to present information clearly, make team responsibilities explicit and bring follow-ups together in a structure that is easy to follow.
02 / PROJECT SCOPE
- 01
Customer relationships
Planning the record fields for customer details and meeting history.
- 02
Sales and task tracking
Flows that fit deal stages, tasks and team responsibilities.
- 03
Management and permissions
Looking at user roles, access and management needs together.