Demo
CRM and user portals
Demo project. Test data
I show how a small CRM is organised using a fictional appliance repair service: requests, statuses, technicians, timesheets, and client and employee portals.
What it shows
- A list of requests with statuses and technician assignment
- A request card and status changes
- A client view: what is happening with my request
- An employee view: own requests and timesheet
- Switching between roles: manager, technician, client
Try it
This kind of work is ordered as
- Custom CRM and internal system development
When records live in spreadsheets and chats, and an off-the-shelf CRM keeps getting in the way.
- Client portal
When customers call and message you to check an order status, get a document or repeat a request.
- Employee portal, timesheets and work tracking
When working hours and completed work are tracked on paper or in spreadsheets, and the head puts them together by hand.
- Web service MVP development
For a new idea or product, when you need a first working version for real users rather than a presentation.
Contact
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