← All work

Case study 04 · Sales In progress

AI-Assisted Client CRM

Client context and follow-ups in one workspace.

Problem
Client context scattered across records, notes and chats
Sector
Relationship-based sales
Status
In development — more soon

First look

Dashboard

The challenge

Too much to remember.

  • Many clients, each with their own history and interests
  • Notes, records and messages in different places
  • Hard to know who needs a follow-up — and when

How it works

What it does today.

  1. 01ClientsRecords, search, import / export
  2. 02DashboardWho may need attention
  3. 03Follow-upsDrafts to review
  4. 04AI draftsPersonal, on request
  5. 05AskQuestions about your clients
  6. 06ApproveNothing sent without you

Result

Work in progress.

  • Core workspace built and working
  • Now focused on making it simpler and more reliable
  • Full case study after launch

Role: Concept, product design and application — independently developed.

  • AI-assisted
  • CRM
  • Human approval
← All work Next projectOrder Management Automation

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