CRM lead pipeline
A website-to-CRM integration example linking enquiry forms, manager notifications and the sales pipeline.
Selected work
Different challenges. Considered solutions.
MOTION
From first inquiry to a shared plan
A CRM concept for a service business, connecting website inquiries, conversations and next steps around each opportunity. Context stays with the deal instead of getting lost between tools.
Inside the solution
- Forms, email and messenger intake
- Assignment rules and reminders
- Shared history and stage ownership
- CRM API
- Webhooks
- PostgreSQL
ESTATE ONE
Property sales with the full picture
A property sales workspace concept connecting buyer preferences, selected listings and scheduled viewings. A shared relationship timeline lets the team continue each conversation with confidence.
Inside the solution
- Buyer profiles and search criteria
- Property shortlists and viewings
- Calls, deals and follow-up in context
- CRM integration
- Calendar API
- VoIP
CAREPATH
Appointment journeys, thoughtfully connected
An appointment operations concept for a service centre. An inquiry becomes a booking, confirmation and reminder, with schedule changes reflected across the website and the team’s workspace.
Inside the solution
- Online booking and team calendar
- Connected confirmation and rescheduling
- Inquiry states and service reminders
- Booking API
- Notifications
- Role-based access
Original concepts for fictional brands, illustrating our approach to design and implementation.
- Industry
- Service businesses · Property · Appointment operations
Challenge
When inquiries, conversations and tasks live in separate tools, teams spend time rebuilding context. These concepts explore different ways to connect the customer journey without overwhelming the interface.
Solution
The central entity—a customer, opportunity or appointment—connects the source, owner, next step and history. Automation supports the team while keeping exceptions visible and manageable.
Results
These are workspace concepts for distinct business models. A real integration starts with process mapping, available API capabilities and agreed access rules for customer data.
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