Portfolio / CRM Dashboard
Business Management
CRM Dashboard
A dashboard for leads, status and follow-ups. Try the working demo.
The business challenge
Teams track leads across chats and spreadsheets, so follow-ups get missed.
Design direction
One view for leads, status and tasks, with filters for each person and a simple analytics tab.
Core features
- Lead records
- Pipeline view
- Status filters
- Reports
Implementation approach
A web application with a database. The interactive demo uses sample data only.
Project status
This is a self-initiated concept created to show our approach. It was not delivered for a paying client, and any figures shown are samples.
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