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.
