LogixPanel CRM

Project Overview

Design a comprehensive Personal CRM system that enhances client management and fosters stronger relationships through user-friendly features and automation tools.

Key Features & Solutions

• 360-Degree Client View: Designed a central dashboard consolidating all relevant client information: contact details, account status, trading activity summary, communication logs, and tasks.
• Automated Task Management: Implemented features for scheduling follow-ups, setting reminders, and potentially automating routine communications to improve efficiency.
• Interaction Logging: Provided an easy way to log calls, emails, and meetings, creating a comprehensive history for each client relationship.
• User-Friendly Data Input: Designed forms and interfaces optimized for quick and easy data entry by busy financial professionals.