Custom CRM & lead dashboards
Business-management interfaces that show leads, follow-ups and pipeline in one focused view, built around how the team actually works.
01
The problem
Lead status was spread across chats, sheets and default CRM screens that showed everything except what the team needed each morning.
02
The solution
Focused views on top of CRM data: today’s follow-ups, pipeline by stage and source, and overdue items — with quick actions.
03
How it was built
- 01Start from decisionsWhat the screen must help someone decide.
- 02Model the dataRead from the CRM; no duplicate database.
- 03Design focused viewsOne job per screen, Arabic and English.
- 04Iterate in daily useAdjusted from real use, not assumptions.
04
Outcome
- Each person sees their follow-ups for the day
- Pipeline by stage and source on one screen
- Overdue leads surfaced instead of forgotten
Interface demonstration
Sample data
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