Custom CRM for business operations
Concept
CRM · A concept built by Karter Labs to show the approach. It is not client work, and no client results are claimed.
- The challenge
- Customer requests arrive through several channels: calls, messages and email. Tracked by hand, they get lost between people, and nobody sees at a glance what is still open.
- The solution
- A centralized CRM that organizes customers, requests, statuses and internal workflows in one place.
- What was built
- Customer management
- Request tracking
- Status management
- Centralized customer data
- A dashboard of open work
- Workflow management
- What it enables
- Every request has a status and an owner, each customer’s history sits in one place, and open work is visible without asking around.