0 %
Proyects

Timp

Manage your service calendar, organize your team, monitor activity, connect with clients, handle payments, track working hours, and manage training routines.

Company

Time management technologies, sl.

Industry

Sports

Date

2020
Design system
UX/UI
Boostrap

Concept

Platform that centralizes all customer information and management.

This project focuses on the development of a comprehensive customer management solution designed to centralize all relevant information within a single platform. Its main goal is to provide businesses with a global and organized view of each customer, allowing quick access to personal data, bookings, communications, payments, and outstanding balances.

The tool also incorporates the ability to store and manage digitally signed contracts, streamlining administrative processes and reducing friction in document management. In addition, the system expands its scope by integrating various features that enable the monitoring of customer activity, such as training sessions, medical histories, tags, and CRM funnels.

Overall, the project delivers a solution that improves operational efficiency and decision-making by offering a centralized, up-to-date, and complete view of the customer, which is key to optimizing management and enhancing user relationships.

Solution

🎛️ Centralized customer management
→ Access all customer information from a single place, avoiding data fragmentation.

📂 Complete customer profile
→ Easily view personal data, bookings, communications, payments, and outstanding balances.

🧾 Integrated digital contracts
→ Sign and store contracts digitally within the app, simplifying document management.

💬 Unified inbox and communication
→ View and manage all customer interactions without leaving the platform.

💳 Payments and billing control
→ Monitor completed and pending payments, improving financial tracking.

📊 Customer activity monitoring
→ Access key information such as training sessions, medical histories, and progress evolution.

🏷️ Tagging and segmentation system
→ Organize customers using custom tags for better classification and more precise actions.

🧭 CRM funnel management
→ Analyze and optimize the customer journey through structured funnels and sales processes.

⚡ Time and process optimization
→ Reduce manual tasks by keeping all information connected and automated.

📈 Improved decision-making
→ Gain a global, clear, and up-to-date view of the customer to act more strategically.

PrevInspinia
NextGamestry