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CRM platforms

Product

Off-the-shelf systems force the company to bend to the software. We look at how you actually work — who touches what, in what order, where time leaks — and build the tool around that process.

Companies running clients, orders or deadlines across spreadsheets and chats, and no longer coping.

Timeline

CRM platforms

15–30

working days, on a six-week scale

What it covers

  • A step-by-step read of the current process, and who performs it
  • Data structure: what we record, what we link, what can be deleted
  • Role-based permissions — who sees the money, who sees only their own work
  • An interface built for daily use, not for the demo
  • Import of the data you already have, with no manual re-entry
  • Reports that answer the questions you actually ask
  1. 01

    Brief and goals

  2. 02

    Structure and copy

  3. 03

    Design

  4. 04

    Development

  5. 05

    Testing and launch

Related work

Chartly — Studio manager for photographers and videographers, on web and mobile.CRM platforms

Chartly

Studio manager for photographers and videographers, on web and mobile.

Chart Studio · May 2026

5 days
Visit site

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