I created a concept for Nextiva’s CRM platform re-designing the way their data table visualization worked. Nextiva requested features such as tagging, customizable views,
filtering, and collaborative tools. They wanted a custom CRM experience that felt as easy to use as spreadsheet while packing the same punch. With features such as custom entry forms, powerful linked records, and native digital calling, I created a solution that simply incorporated all of the features you’d expect in a CRM in a fun, easily-digestible spreadsheet application. The power of the application comes from the dynamic fields which allow for custom data with specific interactions created around each. This data may be parsed into sheets, filters, sorted, or highlighted views for custom operational uses. What feels like a simple contact directory, is actually a fully powered CRM and spreadsheet built into the same interface.