Insurance CRM Sales Dashboard Calendar

Proof of Concept exploration for an Insurance CRM Dashboard and Sales Lead Calendar Planner.

Like most CRM's the idea is to select and action highly profitable sales leads, however this SaaS takes it one step further by automating this process and serves up the most profitable based off programmable business logic.

Users can then plan their Calendar weeks in advance and know who to follow up and when, the latest touch points on activity and so on.

JSAcreative
https://jsacreative.com.au/
http://aaronlepik.com/

User Experience Designer
User Interface Designer
Digital Designer