Assistant for a CRM and task tracker

01Problem

Teams spent hours copying data between the CRM, the tracker and messengers, and filling the same fields by hand. The mistakes happened in the copying.

02What was done

1. 01Record data became interactive: a call, a chat or an email starts right there.
2. 02Standard fields fill themselves.
3. 03Label printing from the same record, with no export step.
4. 04Updates reach every employee on their own.

03Outcome

• Routine actions take seconds, and the team saves hours every day.

04Stack

• JavaScript
• CRM
• Browser extensions