FINANCE OPERATIONS / FINANCE CRMOperational application

A connected workflow from first lead to follow-up.

A responsive finance lead workspace with a calling feed, kanban pipeline, cohort analytics and a traceable activity history.

Lead operationsCohort analyticsMobile workflows

Finance CRMOperational application

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Make the next conversation easy to find.

The original CRM table connects capture source, campaign, status and notes. Its black canvas, emerald navigation and status colours are preserved exactly from the application.

Opening the original product…

Original Finance CRM UI and status system · Fictional leads · Browser-local updates

Search the fictional records or open a lead in the original workspace.The project, in depth

THE THINKING BEHIND IT

The challenge

Finance sales teams move between lead capture, calling, notes and follow-ups. Without shared context, the next action is easy to miss.

The approach

A mobile calling feed and desktop workspace share the same records and filters. Capture cohorts, call status and conversion analytics remain connected to the underlying lead history.

BUILT WITHNext.jsTypeScriptPostgresPWA

KEEP EXPLORING

A connected workflow from first lead to follow-up.

Make the next conversation easy to find.

The challenge

The approach

Commerce Finance Ops

Big ambition.
A clear first step.