CRM: Daily Tasks and Exception Hub
Juhan Lee
CRM: Daily Tasks and Exception Hub
A task-centered CRM prioritizing daily work and exceptions. Warm glass panels organize pending requests, follow-up items and receivables alongside customer-flow views and branch comparison charts.
Scope: planning, UI/UX design and development. I completed the full scope with 100% participation.
Screens contain sample data; displayed figures are not claimed business results. The attached images document the project interface and workflow.
Period: 2019-09 to 2019-10 (approximate months recorded in the existing portfolio).
Technology: HTML, CSS, SVG.
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Posted Sep 16, 2026
A task-centered CRM prioritizing daily work and exceptions
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Timeline
Sep 1, 2019 - Oct 31, 2019
