The challenge
Customer information spread across messages and spreadsheets makes follow-up harder. This study explores a dashboard centred on what needs attention next.
CRM interface / Self-initiated concept
PULSE
A clearer view of the next step.
A self-initiated interface direction for a fictional CRM product. The proposed brief: help a small business see its leads, follow-ups and pipeline in one useful workspace.
AI-assisted visual exploration. Fictional brand; no client results or working product are claimed.
The design direction
A clear sidebar, consistent data groups and violet accents create hierarchy without competing with the information. The mobile companion focuses on essential activity.
The proposed workflow
Capture an enquiry, assign an owner, schedule a follow-up and update the lead stage. A working implementation would require data modelling, permissions, integrations and testing beyond this visual concept.
A direction for your business
Build something
that feels like you.
Use this study as a starting point. Your audience, goals and brand will shape the final project.
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