REDD CRM — Centralized Operations & Records Management Platform
An internal web platform that centralizes operational records, workflows, and approvals, replacing manual tools with a secure, structured, and role-based system.
Secure Authentication & Access Control
Controlled login and role-based access to ensure only authorized users can view and update records.
Role-Based Dashboards
Dashboards tailored to different operational responsibilities, showing relevant tasks and records.
Structured Data Entry Forms
Consistent forms for capturing and updating operational records efficiently.
What We Faced
Operational data and processes were scattered across spreadsheets, emails, and disconnected tools, leading to errors and duplicated work.
Limited visibility and lack of centralized workflow made tracking updates and approvals difficult.
The client needed a single system with proper access control, structured data handling, and clear visibility of ongoing operations.
How We Solved It
We built a secure web platform with role-based dashboards where users can manage structured records, update statuses, and follow workflows efficiently. The interface emphasizes clarity, speed, and organization around key business entities.
Secure Authentication & Access Control
Controlled login and role-based access to ensure only authorized users can view and update records.
Role-Based Dashboards
Dashboards tailored to different operational responsibilities, showing relevant tasks and records.
Structured Data Entry Forms
Consistent forms for capturing and updating operational records efficiently.
Lists & Tables
Browse, filter, and update existing records with intuitive table layouts.
Status Tracking & Workflow
Basic workflow steps like new, in review, approved, and archived to track progress and approvals.
Activity Visibility
Recent changes and updates are visible to teams, enabling follow-ups and traceability.
Responsive Layout
Optimized for desktop and modern mobile devices for flexible access.
The Results
CRM provides a single source of truth for operational data, improving reliability, reducing errors, and giving managers better visibility over workflows and records.
Technologies Used
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