A WEBSITE IN CONTEXT
Client desk.
Decide which conversation moves next: move opportunities through stages, read a client’s history and keep one next step each.
WHO NEEDS IT
An agency or consultant keeping client conversations
- A pipeline that moves by pointer, keyboard or form
- Client files with a dated history
- Counts without money or forecasts
TYPICAL PAGE PLAN
01Client pipeline02Contacts and client file03Follow-ups04Pipeline report
A planning suggestion, not a claim that every demo includes every page. The design dossier lists its actual implemented scope.
Choose a visual direction.
Open each demo and try its actual workflow.
Relasi: Relasi
A client desk for a small service agency.
FigtreeTry it out
BEFORE A REAL LAUNCH
Connect the real information.
Real client data agreements, accounts and permissions, a server database, email or calendar integration and retention rules need a separate agreement.