Project overview
A connected CRM workspace for customer conversations, follow-ups, tasks, invoicing and day-to-day business activity. This case study outlines the application’s purpose, the functionality developed and the operational context behind the work.
The client problem
Customer conversations, pending work and billing information can become difficult to follow when they are spread across separate tools. FinServ needed a shared workspace where the team could see activity, manage communication and keep financial follow-ups visible.
The solution
We developed a CRM and business management interface that brings contacts, email, team communication, tasks and invoices into one application. Dashboard views make activity easier to review, while searchable records and invoice statuses help the team identify the next action.
Features developed
- Customer and contact management
- Lead and follow-up tracking
- Team chat and email workspace
- Task and to-do management
- Sales and activity dashboard
- Invoice management
- Search and notifications
- CSV invoice exports
Technologies used
Explore our technology stack and development approach.
Our contribution
We worked on the full-stack application experience, connecting the customer, communication, task and invoice workflows and implementing the responsive administration interface.
A closer look
Business impact
The platform gives the team one operational view of customer activity and billing work. It reduces the need to switch between disconnected records and makes outstanding actions easier to identify.