relate.so

4
relate.so
Task: to create a simplified CRM system with the main functionality that would help startups communicate with customers, work on deals with the team, and sell.

Platform: Bubble
Terms: 4 months

It was necessary to make a visual style, and develop a prototype and application.

Main functionality:

  • Kanban for customer management;
  • Deal card Integration with popular platforms such as Slack, Outlook, Google Calendar, Google Spreadsheets, Gmail and more;
  • Integration with all platforms via API to receive requests;
  • Tab with tasks for deals;
  • Ability to collaborate with a team on one screen;
  • Sales funnel analytics;
  • Calendar;
  • Ability to add employees and assign rights;
  • Ability to integrate IP telephony;
  • Internal messenger.

If you want to know about all the functionality and learn more about this project, please contact me. I will share more about the project and functionality, and explain how everything works.

Platform: Bubble

Time, working on a project: 3 month

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