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Product case · Sales operations

One workspace for leads, tasks and follow-ups.

Minox CRM turns a scattered sales process into a clear daily system: every lead has an owner, a status and a next action.

Presentation demo · Fictional data
SALES OVERVIEWGood morning, Alex
Demo Company · Admin
OPEN LEADS24+4 this week
TASKS TODAY73 completed
QUALIFIED1146% of open
NEW3
WEBNorth StudioWebsite redesignToday · 10:30
REFERRALLumen ClinicLead automationToday · 12:15
IN PROGRESS2
WHATSAPPAtlas SupplyB2B catalogFollow-up today
QUALIFIED2
WEBOak ServicesCRM setupProposal ready

This page is an isolated presentation. It does not connect to the production CRM, its database or client records.

The challenge

Sales work was spread across chats, notes and memory.

The product was designed for small sales teams that need structure without the weight of an enterprise CRM. The core question: what does a manager need to see to know exactly what to do next?

Role-based access Lead pipeline Tasks and follow-ups Sales analytics
Product logic

Every lead moves through one visible process.

New inquiry Owner assigned Next action Qualified Won or archived
What was built

A compact operating system for sales.

01

Clear pipeline

Leads are grouped by status, owner and next action instead of being lost in messages.

02

Daily task view

Managers see overdue work, today's priorities and upcoming follow-ups in one place.

03

Roles and security

Authentication and permissions separate administrator and employee responsibilities.

04

Useful analytics

The dashboard shows workload and conversion signals without turning reporting into another job.

Result

A working MVP ready for controlled team use.

The system combines interface design, product logic, server authentication and a production PostgreSQL database. This public case intentionally demonstrates the approach without exposing the operational environment.

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