A custom sales workspace for leads, appointments and pipeline activity.
Built with my personal developer
Concept illustration · sample interface and data
Tools used
Custom CRM
GoHighLevel integration
The problem
Give a sales team a connected view of customer work.
What I set up
A custom sales workspace for leads, appointments and pipeline activity. I worked on this with my personal developer, who handled the custom application development.
A custom sales workspace for leads, appointments and pipeline activity.
My role
GoHighLevel and business-workflow requirements, working alongside my personal developer on the project.
My personal developer’s contribution
Custom application development, working alongside me on the project.
What the system enables
Give a sales team a connected view of customer work.
How it works
1Sales activity
2Custom workspace
3Connected customer records
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