CorrectRefund - SaaS Client Management Dashboard

Habibullah Nahid

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UX Designer

Product Designer

UI Designer

Figma

This interface serves as a comprehensive communication hub for managing client interactions within a SaaS environment. It includes essential sections such as Chat Management, Communication Logs, Ticket Overview, Notes, Document Management, and Activity History, enabling teams to maintain clear and efficient dialogues with clients. Users can easily track ongoing conversations, review past communications, manage tickets, add important notes, and oversee client-related documents. The detailed activity log provides insights into client engagements, ensuring that teams can stay organized and responsive to client needs while fostering stronger relationships.
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Posted Nov 6, 2024

A platform for CorrectRefund that makes CPA, tax filing, and immigration services easy and accessible for clients.

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Correct Refund

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UX Designer

Product Designer

UI Designer

Figma

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