03
CRM · Integrations · Automation
CRMplatform
In developmentBUILD ACTIVE
Project type
QAIDEV product
Current stage
Design
We are still building this product. The full case study will follow after launch.
Development progress
02 / 06- 01 Discovery
- 02 Design
- 03 Development
- 04 QA
- 05 Preparation
- 06 Launch
01 / Context
The CRM platform is being created as one workspace for businesses using enquiries, messages, spreadsheets and external services at the same time.
02 / Challenge
Unify customers, enquiries, deals, tasks, communications, analytics and connected services in one system.
03 / What we are building
- 01Enquiry and deal pipeline
- 02Customer records
- 03Tasks and activities
- 04Messages
- 05Roles and permissions
- 06Automated workflows
- 07Integrations
- 08Analytics
- 09Administration system
03
CRM platform
Current stage — Design
Project preview / 03PROJECT LOG / 004
- 01Product structure defined
- 02Core user roles established
- 03Key workflows are being designed
- 04Interface visual system is being assembled
Technology status
- PRODUCT STRUCTURE APPROVED
- UX IN PROGRESS
- UI IN PROGRESS
- DEVELOPMENT NOT STARTED