Reference design
Operations tool / CRM for your team
“The team runs on spreadsheets, and nobody sees the full picture.”
- For
- Services, construction, real estate, logistics
- Timeline
- 6–12 weeks
- Indicative budget
- €2,000–6,000
The problem
Work lives in spreadsheets, chats and memory, and the owner asks five people to see what’s happening.
How the system fits together.
Who uses it
- Team
- Managers
- Owner
Interfaces
- Web app
- Mobile view
- Dashboard
Core
- Clients, jobs, tasks, documents
Connected to
- Telegram
- 1C / accounting
- Google Sheets
Version 1 first.
The rest when it’s needed.
Version 15
- Your workflow, modelledThe stages a job really goes through.
- Roles and permissionsEveryone sees theirs; the owner sees all.
- Tasks and deadlinesAssignees, reminders, alerts when overdue.
- Import from spreadsheetsExisting data, moved in on day one.
- DashboardThe morning numbers, live.
Later1
- DocumentsQuotes, contracts and invoices from templates.
What we’d ask you.
The answers change the solution.
- Walk us through one job from first contact to payment.
- Where does the information live today, and who fills it in?
- Which three numbers do you want to see every morning?
- Who must not see what?
Reference design — how we would approach the problem. Not a client case study.