CHALLENGE 01
Real-Time Messaging at Scale
Delivering instant one-to-one and group messages, alerts, and file sharing across web and mobile required a reliable real-time layer that keeps every conversation in sync.
Real-Time Chat Built Into Your CRM
ABOUT THIS PROJECT
This project is a real-time chat and communication solution integrated into a CRM platform, designed to streamline internal communication between teams, departments, clients, and stakeholders.
The system enables instant messaging, conversation tracking, and collaboration directly within the CRM workflow—reducing dependency on external communication tools and improving productivity.
WHAT DID WE DO IN THIS PROJECT?
We designed and developed a CRM-integrated communication ecosystem that includes:
The goal was to create a centralized communication system that enhances collaboration and productivity directly inside the CRM environment.
TRY IT · INTERACTIVE
Pick who is talking and what it's about. See where the message lands in the CRM.
OUR SERVICE PROVIDED
By integrating real-time communication directly into CRM workflows, this platform enables teams to collaborate faster, stay connected, and manage operations more efficiently from a single ecosystem.
— CHAT + CRM · CASE STUDY
STYLE GUIDE
The style guide establishes consistent typography, colors, and components to create a unified, professional user interface with comprehensive design and visual cohesion throughout the project.
OUR PROJECT CHALLENGES
CHALLENGE 01
Delivering instant one-to-one and group messages, alerts, and file sharing across web and mobile required a reliable real-time layer that keeps every conversation in sync.
CHALLENGE 02
Every chat had to live alongside the right client, lead, or ticket. We designed role-based flows so conversation history stays inside CRM records and is easy to find.
OUR DEVELOPMENT
SCREENS
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