CRM Case Study
Service enquiry system built to keep follow-ups visible.
A simple CRM-style dashboard concept for capturing enquiries, assigning next steps and reducing missed follow-ups.
Dashboard Preview
One view for leads, follow-ups and service activity.
The dashboard keeps the important numbers visible first, then gives space for charts and daily lead movement.
Total leads
Follow-up status
Source reports
Overview
The business needed a clearer way to handle service enquiries. The main requirement was not a heavy CRM, but a focused system where new leads and follow-up status could be checked quickly.
Problem
Leads were coming from calls, messages and forms. Without one shared place to track them, follow-ups were easy to miss and the owner had limited visibility into pending work.
Solution
I planned a lightweight enquiry system with lead capture, status tracking, notes, next follow-up dates and a simple dashboard view for daily review.
Key Features
- Lead entry with customer contact and enquiry details.
- Status flow for new, contacted, pending and closed enquiries.
- Follow-up notes and next-action visibility.
- Dashboard view for quick owner-level review.
- Database-backed structure ready for future modules.
Delivery
The final direction included frontend screens, backend/database planning, validation flow and a practical handover path so the system could grow into a fuller CRM later.
Need a simple system for enquiries?
Share how your leads come in and where follow-up gets difficult. We can plan a CRM flow around that exact problem.
