ORBIT | Interactive CRM Dashboard & Client Portal by Steffen RiesbergORBIT | Interactive CRM Dashboard & Client Portal by Steffen Riesberg

ORBIT | Interactive CRM Dashboard & Client Portal

Portfolio project
Steffen Riesberg
View completed work
ORBIT Workspace — CRM dashboard & client portal
THE GOAL Design a calm, connected workspace for a service business: from the first opportunity through project delivery to a clear client-facing view.
MY ROLE Concept, UI/UX design, responsive front-end development, interaction design and functional testing.
IMPLEMENTED FEATURES • Overview dashboard with calculated pipeline value, open opportunities, client totals and task completion. • Four-stage sales pipeline with Kanban/table views, search, draggable cards and a stage selector in the details drawer. • Client profiles and forms for creating clients, opportunities and tasks. • Opportunity details with contact, owner, value, stage and saved notes. • Project cards with editable progress reflected in the matching client space. • Task completion controls and status filters. • Reports filtered by all, open or won opportunities, plus CSV export. • Client spaces with milestones, downloadable project documents and locally saved messages. • Global search with Ctrl/Cmd+K, responsive navigation and keyboard interaction. • English/German interface, light/dark themes and reduced-motion support.
DESIGN APPROACH A restrained violet palette, clear typography, consistent cards and compact navigation keep a multi-view workflow approachable. Pipeline charts and aggregate metrics use the current workspace records.
TOOLS & SKILLS HTML5, CSS3, JavaScript, SVG, localStorage and self-hosted DM Sans. Node.js for local preview and a prepared PHP wrapper for WordPress embedding. UI/UX design, dashboard design, front-end engineering and interaction design.
PROJECT SCOPE Independent interactive portfolio concept with fictional data and browser-local persistence. The client space demonstrates the workflow; production authentication, permissions, server database, multi-user synchronisation and email delivery are separate implementation work. The WordPress wrapper is prepared but not yet runtime-tested in WordPress.

0 likes · 4 views · Nov 3, 2026

Bilingual CRM concept with sales pipeline, clients, tasks, project progress, reports, CSV export and client portal. Responsive light/dark interface.

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