All work

Studio concept / CRM & connected operations

FLOW. A clearer next step.

A sales workspace concept that makes ownership and handovers visible.

Self-initiated concept · AI-generated mockups · Not a client commission

FLOW sales pipeline interface on a laptop with clear deal-stage columns.
CRM & connected operations — concept direction

01 / The brief

Start with the right question.

Explore how a growing service business could organize incoming enquiries and follow-ups. The design should make the next action and responsible person clear without burying the team in a complicated dashboard.

02 / The approach

Make the idea work together.

A small set of pipeline stages creates a shared view of progress. Contact details and follow-up actions stay close to the work. A supporting handover map makes the underlying process explicit before any software configuration begins.

A physical enquiry-to-handover workflow map alongside a contact-record interface.
Map the process before automating it: enquiry, assignment, follow-up and handover.

03 / What the concept explores

  • Pipeline interface concept
  • Lead handover map
  • Ownership and follow-up principles

Bring this thinking to your business.

Your audience, content and requirements shape the final scope. Explore the services behind this direction.

FLOW contact record interface with activity, handover and next-action sections.
A focused contact record keeps the next action close to the information needed to take it.

Let’s makegreat worktogether.

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