Project Overview
A CRM direction for lead capture, pipeline stages, assignments, reminders, reporting, and team visibility.
Scope
- Lead capture and qualification flow
- Pipeline stages and staff assignment
- Follow-up records and reminders
- Dashboard filters and export-ready reporting
Approach
OceanBlu structured the CRM around practical team use: fast lead visibility, clear next action, and organized management reporting.
Result
The CRM supports companies that need repeatable sales, service, and relationship management processes.