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Some - CRM Platform

Some - CRM Platform
Some - CRM Platform
Some - CRM Platform
Some - CRM Platform
Some - CRM Platform

Deliverables

UI UX

/

Web Platform

/

Mobile Responsive

Industry

Service & Business

Year

2026

Timeline

~4 Months

Introduction

Unifying Customer Management and AI for Small Businesses

Unifying Customer Management and AI for Small Businesses

This is the web app for an all-in-one CRM platform, focused on transforming scattered customer interactions into a single, streamlined workspace. The experience is crafted to act as a growth engine, combining a shared inbox, sales pipelines, and an AI assistant to help small businesses act like much bigger teams without the complexity.

Some-CRM empowers small businesses by replacing scattered tools with one unified hub. It delivers instant clarity across sales, support, and customer data, allowing teams to respond faster, close more deals, and grow effortlessly.

Challenges

The main challenge was designing a platform that consolidates multiple complex business tools, like chat routing, AI sentiment analysis, and sales pipelines, into a single, clean dashboard. The interface needed to feel intuitive for busy shop owners, while remaining robust enough to handle automated workflows and real-time data syncing.

Some - CRM Platform
Some - CRM Platform
Some - CRM Platform
Some - CRM Platform
Some - CRM Platform

Overview System

The system architecture is designed for real-time collaboration: inbound messages seamlessly flow into a shared inbox, where an AI assistant analyzes sentiment and drafts replies. It visually maps out customer journeys from first contact to won deals, ensuring owners grasp the entire state of their business at a single glance.

Solutions

The solution is a highly organized, multi-tenant workspace that breaks down communication silos. This creates a focused environment where sales and support teams collaborate live, reducing response times and preventing lost leads.

One shared inbox for all chat and communication channels.

AI-assisted replies and real-time sentiment scoring.

Visual sales pipelines to track and close every deal.

No-code automation rules to handle repetitive tasks.

Some - CRM Platform
Some - CRM Platform

Process

First step is PRD Creation to define the core CRM capabilities and AI touchpoints, the process moved directly into Front & Back end development. The platform was built using React and a modular backend, followed by rigorous QA testing to ensure secure data and stable real-time message syncing.

QA Testing

The QA testing phase utilizes a multi-step automated pipeline to evaluate both the backend and frontend environments. It enforces strict code quality through automated linting and type-checking, validates database migrations, and executes comprehensive unit tests before any code is marked as ready to push.

Some - CRM Platform
Some - CRM Platform

Dashboard

A real-time overview of your business health, deals, and performance, giving owners instant clarity at a glance.

Some - CRM Platform

AI Copilot

Chat with your data to get instant insights on sales, customers, and metrics without searching through reports manually.

Some - CRM Platform

Inbox

A unified shared inbox for WhatsApp, Telegram, and email, featuring smart AI-drafted replies to speed up your responses.

Some - CRM Platform

Customer Hub

Comprehensive customer profiles that track every conversation, deal, and interaction history in one organized workspace.

Some - CRM Platform

Segments & Tags

Easily group and organize your customer base with custom tags to create highly targeted outbound marketing campaigns.

Some - CRM Platform

Sales

A visual, drag-and-drop pipeline designed to help your team track every deal from a new lead to a successfully won sale.

Some - CRM Platform

Tasks

Keep your entire team aligned and productive with organized to-do lists, reminders, and automated follow-up schedules.

Some - CRM Platform

Appointments

Seamlessly manage team schedules, customer bookings, and important meetings in one clear, centralized calendar view.

Some - CRM Platform

Campaigns

Broadcast targeted promotional messages and updates to specific customer segments.

Some - CRM Platform

Lead Forms

Create and share public forms to easily capture new prospects and automatically funnel their data directly into your CRM.

Some - CRM Platform

Reports

Transform your team's daily activity into clear, actionable charts and metrics to make better data-driven decisions.

Some - CRM Platform

AI Center

Manage your preferred AI models, configure settings, and feed documents into your Knowledge Base for smarter replies.

Some - CRM Platform

Automations

Build simple no-code rules to handle repetitive busywork like assigning tags, sending replies, and creating follow-ups.

Some - CRM Platform

Web Chat Widget

A live chat widget for your website that connects visitors directly to your team inside the unified shared inbox.

Some - CRM Platform

Integrations

Seamlessly connect your favorite external apps, payment gateways like Stripe, and cloud storage to centralize operations.

Some - CRM Platform

Dashboard

A real-time overview of your business health, deals, and performance, giving owners instant clarity at a glance.

Some - CRM Platform

AI Copilot

Chat with your data to get instant insights on sales, customers, and metrics without searching through reports manually.

Some - CRM Platform

Inbox

A unified shared inbox for WhatsApp, Telegram, and email, featuring smart AI-drafted replies to speed up your responses.

Some - CRM Platform

Customer Hub

Comprehensive customer profiles that track every conversation, deal, and interaction history in one organized workspace.

Some - CRM Platform

Segments & Tags

Easily group and organize your customer base with custom tags to create highly targeted outbound marketing campaigns.

Some - CRM Platform

Sales

A visual, drag-and-drop pipeline designed to help your team track every deal from a new lead to a successfully won sale.

Some - CRM Platform

Tasks

Keep your entire team aligned and productive with organized to-do lists, reminders, and automated follow-up schedules.

Some - CRM Platform

Appointments

Seamlessly manage team schedules, customer bookings, and important meetings in one clear, centralized calendar view.

Some - CRM Platform

Campaigns

Broadcast targeted promotional messages and updates to specific customer segments.

Some - CRM Platform

Lead Forms

Create and share public forms to easily capture new prospects and automatically funnel their data directly into your CRM.

Some - CRM Platform

Reports

Transform your team's daily activity into clear, actionable charts and metrics to make better data-driven decisions.

Some - CRM Platform

AI Center

Manage your preferred AI models, configure settings, and feed documents into your Knowledge Base for smarter replies.

Some - CRM Platform

Automations

Build simple no-code rules to handle repetitive busywork like assigning tags, sending replies, and creating follow-ups.

Some - CRM Platform

Web Chat Widget

A live chat widget for your website that connects visitors directly to your team inside the unified shared inbox.

Some - CRM Platform

Integrations

Seamlessly connect your favorite external apps, payment gateways like Stripe, and cloud storage to centralize operations.

Some - CRM Platform

Dashboard

A real-time overview of your business health, deals, and performance, giving owners instant clarity at a glance.

Some - CRM Platform

AI Copilot

Chat with your data to get instant insights on sales, customers, and metrics without searching through reports manually.

Some - CRM Platform

Inbox

A unified shared inbox for WhatsApp, Telegram, and email, featuring smart AI-drafted replies to speed up your responses.

Some - CRM Platform

Customer Hub

Comprehensive customer profiles that track every conversation, deal, and interaction history in one organized workspace.

Some - CRM Platform

Segments & Tags

Easily group and organize your customer base with custom tags to create highly targeted outbound marketing campaigns.

Some - CRM Platform

Sales

A visual, drag-and-drop pipeline designed to help your team track every deal from a new lead to a successfully won sale.

Some - CRM Platform

Tasks

Keep your entire team aligned and productive with organized to-do lists, reminders, and automated follow-up schedules.

Some - CRM Platform

Appointments

Seamlessly manage team schedules, customer bookings, and important meetings in one clear, centralized calendar view.

Some - CRM Platform

Campaigns

Broadcast targeted promotional messages and updates to specific customer segments.

Some - CRM Platform

Lead Forms

Create and share public forms to easily capture new prospects and automatically funnel their data directly into your CRM.

Some - CRM Platform

Reports

Transform your team's daily activity into clear, actionable charts and metrics to make better data-driven decisions.

Some - CRM Platform

AI Center

Manage your preferred AI models, configure settings, and feed documents into your Knowledge Base for smarter replies.

Some - CRM Platform

Automations

Build simple no-code rules to handle repetitive busywork like assigning tags, sending replies, and creating follow-ups.

Some - CRM Platform

Web Chat Widget

A live chat widget for your website that connects visitors directly to your team inside the unified shared inbox.

Some - CRM Platform

Integrations

Seamlessly connect your favorite external apps, payment gateways like Stripe, and cloud storage to centralize operations.

Some - CRM Platform

Outcomes

The final outcome is a powerful, unified CRM platform that transforms scattered business operations into a streamlined growth engine. It equips small teams with all the necessary communication, sales, and AI tools to act like a much larger enterprise instantly.

0
0
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Unified Shared Inbox

Centralizing communication channels

0%
0%
0%

Isolated Tenant Data

Ensuring privacy and security for business

0%
0%
0%

Faster Response Times

Boost support with AI drafts and auto reply

0%
0%
0%

Real-Time Synchronization

Fostering a seamless workspace updates

Some - CRM Platform
Some - CRM Platform

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Social media

LLiinnkkeeddIInn
BBeehhaannccee
DDrriibbbbbbllee
MMeeddiiuumm
TTiikkTTookk
IInnssttaaggrraamm

Ars Longa Vita Brevis

© MichjkellyUX 2026

H

o

w

C

a

n

I

H

e

l

p

?

Social media

LLiinnkkeeddIInn
BBeehhaannccee
DDrriibbbbbbllee
MMeeddiiuumm
TTiikkTTookk
IInnssttaaggrraamm

Ars Longa Vita Brevis

© MichjkellyUX 2026

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