A dashboard for organizing recall campaigns, customer records and CRM opportunities.
Built with my personal developer
Concept illustration · sample interface and data
Tools used
Custom dashboard
CRM integration
The problem
Keep recall campaign activity and customer follow-up together.
What I set up
A dashboard for organizing recall campaigns, customer records and CRM opportunities. I worked on this with my personal developer, who handled the custom application development.
A dashboard for organizing recall campaigns, customer records and CRM opportunities.
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
Keep recall campaign activity and customer follow-up together.
How it works
1Recall campaign
2Customer records
3CRM follow-up
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