One operating platform instead of separate tools
The Operations Hub brings CRM, structured work, customer account workflows and support into one authenticated, mobile-ready system.
Built in my employed role ยท Demonstration data
The issue
Staff moved between separate tools for CRM, structured work, support, receivables and account applications, each with different navigation, permissions and records.
Why it mattered
Repeated sign-ins and disconnected records made simple work slower and left no single place to see what needed attention today.
What I built
A shared operating platform with permission-filtered navigation and modules for CRM, account plans, structured goals and work, forms, support, applications, receivables, credit-limit increases and credit reviews.
How it works
Modules use one authenticated app shell, view-level permissions, global search and notifications. The ERP remains the system of record for financial data and is surfaced rather than replaced.
Outcome
The current navigation puts CRM, account plans, structured work and customer account workflows into one consistent desktop and mobile experience. The dashboard module exists on a direct route but is intentionally not exposed in the main navigation yet.
Privacy: Every CRM row, company, person, date, stage and value shown here is fictional. The capture contains no blurred or live customer records.