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Management SoftwareApp

A single system for the entire sales network

CRM platform that centralizes contracts, commissions, and cases. From back office to consultants: everything under control, zero dispersion.

20256 months
ClienteJustFive
IndustryEnergy & Utilities
Anno2025
Durata6 months
Cosa abbiamo fatto
  • UX/UI Design
  • Responsive Web App Development
  • Database Architecture and Security
  • Process Automation and Notifications
  • WhatsApp Business Integration
Il progetto

JustFive operated with processes spread across Notion, Trello, and Excel. We designed and built an integrated CRM that unifies contract management, multi-level commission calculation, and customer data collection. Each role has its own dashboard, flows are automated, and control is centralized.

La sfida

Data everywhere, control nowhere

The sales network worked with different tools: contracts on Excel, tasks on Trello, notes on Notion. No single view, manual commission calculation, and risk of errors. Scaling was impossible.

  1. Processes distributed across 3+ different tools, without integration
  2. Multi-level commission calculation done manually, with risk of errors
  3. Pending cases managed via email, long resolution times
  4. Impossible to have a real-time view of performance and pipeline
Our Approach
  1. 1

    Discovery

    Mapping current flows with the team: identifying where time was lost, which errors were repeated, and what each role needed.

  2. 2

    Design

    Designing dashboards for each role (consultant, area manager, back office, admin) with a focus on clarity and click reduction.

  3. 3

    Development

    Iterative development with frequent releases: continuous feedback from JustFive to align the product with real processes.

  4. 4

    Launch

    Gradual deployment, role-based training, and activation of automations (WhatsApp, reminders, invoice reconciliation).

The Solution

A unified CRM, with roles and automations at its core

Web platform that combines contracts, clients, and commissions in one place. Each user sees only what they need: consultants their cases, area managers their team, back office the operational flow. Automations reduce manual work and errors.

Role-based Dashboards

Consultants, area managers, back office, and admins have personalized views: only the data and actions relevant to their role.

Real-time Commissions

Automatic calculation of multi-level commissions, with estimates on pending contracts and monthly reports for invoicing.

Guided Pending Cases

Pending cases highlighted with automatic WhatsApp reminders and a direct link to upload missing documents.

Drafts and External Agents

Client data collection via case drafts: consultants and external agents submit documents in a structured way, without emails.

Screenshot
JustFive CRM — coverDashboard consulente con lista contratti e provvigioniVista mobile della lista contrattiPannello back office con bozze da lavorareScreenshot 4

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