Challenge
Form leads sat in inboxes. Pipeline status lived in spreadsheets and chat. Nurture was manual. Approvals waited until someone was back at a desk — common friction for Hong Kong SMB sales ops.
Hong Kong lead CRM — dashboard, nurture automation, mobile approvals
Hong Kong sales and marketing teams see leads, pipeline KPIs and follow-ups in one CRM; nurture emails run on a schedule; managers approve deal requests from a phone.
What we did
- Build a role-based CRM dashboard for Hong Kong B2B teams: KPIs, recent leads, tasks, and channel mix in one screen.
- Lead table with source + status so sales know who to call next.
- Visual nurture builder: form submit → welcome email → delay → open/not-open branches.
- Mobile approval cards for project / deal requests with clear reject / approve actions.
- Keep entity and pipeline fields consistent so reporting stays trustworthy for search, AI answers, and internal ops.
- Publish portfolio visuals with brand marks softened for a private / anonymized case.
Outcome
Hong Kong sales and marketing teams see leads, pipeline KPIs and follow-ups in one CRM; nurture emails run on a schedule; managers approve deal requests from a phone.
Ready to ship a clearer site?
Open the live demo when linked, browse more work, or start a project when you are ready to move.
