CRM Builder Dashboard.
A comprehensive CRM dashboard featuring contact management, project assignments, and analytics including interaction types and monthly engagement…
- Client
- CRM Builder Dashboard
- Year
- 2025
- Scope
- Website, SaaS
- Role
- Design & build
The brief
CRM Builder Dashboard came to us looking for a partner who could move faster than their internal cycles allowed — without the usual agency theatre. A comprehensive CRM dashboard featuring contact management, project assignments, and analytics including interaction types and monthly engagement…
What we did
Embedded with the team across website, saas. Daily Looms replaced status meetings; design and engineering moved in lockstep. The work shipped in slices, with stakeholders pulling in real users from week two.
Outcome
The launch landed cleaner than expected. Adoption metrics outpaced internal forecasts within the first month, and CRM Builder Dashboard now uses the system as the foundation for everything they ship next.
