CRM · Interactive demonstration
Fictional data. Changes stay in your browser; messages and payments are simulated.
Design & development
Working demonstration
Connected service-business workflows
Actual application interface · fictional service-business records View full size ↗ (new tab)
The project
An inquiry is only the beginning. Someone needs to own the next action, arrange a visit, prepare a quote, and keep the work moving. This demo makes those connections visible through a service business you can explore yourself.
A list of customers alone does not explain what happens next. The demonstration needed to show how a team moves from an inquiry to scheduled work, while giving an owner a clear view of outstanding actions.
We built a working browser-based CRM with linked customer records and everyday actions. A guided walkthrough, sample business, and editable records let a prospective client explore the workflow before discussing their own requirements.
A closer look
Add a fictional request and connect it to a customer, a responsible person, and the next follow-up.
Explore appointments, quote preparation, and job records as parts of the same customer journey.
Return to Today or Reports to review saved sample actions, scheduled visits, and sales or payment totals.
View full size Stage filters and linked customer details keep sample opportunities understandable. The public demo lets you explore these interactions yourself.
Due follow-ups, upcoming visits, and active jobs give the owner a useful starting point. Customer records provide the context behind each action.
Editable fictional records and a guided walkthrough help clients discuss their own process. Browser-local storage keeps the demonstration self-contained.
Built as a reusable Futureware demonstration with fictional records. Messages, approvals, and payments are simulated. A commissioned production CRM needs its own agreed backend, access controls, and integrations.
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