The need
Helping a team follow the stages of opportunities, quotes and operations within one workspace.
← Back to all projectsBusiness management SAMPLE DATA
01 / The need 02 / The approach LET’S GET STARTED
Operations & CRM Workspace
An application bringing customer relationships, opportunities and daily operations into a shared view.
Example interfaces
Illustrative interface · Sample dataquad / OperationsDEMO
Follow records and next steps together.
Work, at a glance
PROCESS OVERVIEW
01 / Pending01
02 / In progress02
03 / Completed01
| Record | Stage | Status | Next step |
|---|---|---|---|
| Opportunity 001Q-001 | Discovery | Pending | Review requirements |
| Quote 002Q-002 | Quotation | In progress | Review scope |
| Operation 003Q-003 | Execution | Completed | Plan tasks |
| Opportunity 004Q-004 | Review | In progress | Organise notes |
4 sample records
iClient details are kept private. The interfaces shown here have been recreated using sample data.
The approach
A management interface combining sales stages, tasks and status filters with sample records containing no real people or companies.
Related capabilities
CRMOperations trackingTask managementStatus filters
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