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Relate CRM
CRM prototype for customer relationships & sales — database, follow-up, activity tracking, email, and ticketing in one operating picture.
Preview
Challenge
Stitching customer database, follow-up cadence, activity tracking, email touchpoints, and support ticketing into one CRM picture before engineering.
Solution
An interactive prototype that walks through dashboard, customers, pipeline, activity, communications, reminders, and tickets — sales and support views threaded together.
Outcomes
- Sales pipeline and support ticket flows aligned
- Customer detail panel structure validated
- Single reference for sales lead and support lead review
