TurboWork
DesignCRM system that accelerated the work of brokers by 4 times
Task
I was approached by a brokerage company that managed its client base using scattered Excel spreadsheets and messengers. Managers spent 2-3 hours a day just searching for information about clients. There was no common understanding of who was working with whom, what deposits the client had, or when they last spoke with them.
Solution
I designed a full-fledged CRM from scratch. I created a dashboard with 15 widgets for instant understanding of the situation — from daily income to the latest leads. I created a customer base with 25 parameters and smart filters. Added a role system for 7 types of employees — from managers to affiliates. Worked out integration with trading platforms and telephony.
Built a design system with 100+ components that covers all usage scenarios. Took into account that the system would grow — laid out a modular interface architecture.
Result
As a result, managers now spend 15 minutes searching for information instead of 2-3 hours. Lead processing speed increased 4 times. The company was able to increase its customer base 3 times without hiring additional managers.
