P01 SALES / OPERATIONS

Every lead.
A clear next step.

A shared pipeline for a wholesale team. From scattered conversations to one complete customer story.

INTERFACE RECONSTRUCTIONUI / DEMO
01 / THE CONTEXT

Five channels. No shared memory..

Before

Website inquiries, Viber messages, calls and exhibition contacts ended up in individual spreadsheets. When a manager was away, the customer’s context went with them.

After

One deal record brings together the source, communication history, owner and next action. Assignment follows workload, with manual reassignment always available.

The detail that matters

The next step.
Never out of sight.

A pipeline is only useful when every stage means something. We mapped the actual path from first call to payment before drawing a single screen.

WebsiteEmailPhone
01

Capture

02

Assign

03

Follow up

04

Close

DEAL D-1042Source + owner + next action
02 / INTERACTIVE DEMO

A pipeline you can work with.

Open a deal card, inspect the context, then move it to its next stage. Use the source filter to narrow the board.

clairyx / crm / demo LOCAL
Workspace / Sales operations DEMO
Deals
613,400 UAH6 active deals
New2
₴140,400
In progress2
₴198,000
Proposal2
₴275,000
Each deal keeps its source, owner and next action. Click a card to move it.

Demo environment. All names, figures and actions here are synthetic and local to this page.

03 / WHAT CHANGED

A better way
to work.

01

A visible owner for every lead

02

Communication stays with the company

03

A next action, not a forgotten row

Anonymized studio case descriptions. Interface previews are reconstructed with synthetic data.

LET’S BUILD WHAT’S NEXT.

Have a similar challenge?.

Tell us what gets in the way.
We’ll help you find a clearer way forward.

Discuss your project
02
NEXT CASE STUDY

A clearer view of the business.