just B2B
CRM concepts

Six directions for the Just B2B CRM

Working demos of how the CRM could look and feel, built around how a broker actually works: leads in, applications out to lenders, deals funded, commission tracked. Sample data throughout.

6 concepts5 product linesBuilt to modern CRM UX best practice
Concept C1

Command Centre

An executive overview: the numbers that matter, what needs your attention today, and recent deals, all on one screen.

KPIsChartsAttention feedTasks
Open concept
Concept C2

Deal Pipeline

A drag-and-drop board from new lead to funded, with amount, lender, commission and how long each deal has been sat in a stage.

KanbanStagesForecastDaily driver
Open concept
Concept C3

Lead Workspace

A dense, filterable lead table with a side panel that opens the full contact: history, quick actions and the next thing to do.

TableFiltersDetail panelQuick actions
Open concept
Concept C4

Introducer Portal

The partner side: deals they have referred, their share, a referral link and a leaderboard, built to keep introducers sending business.

Partner facingEarningsReferral linkLeaderboard
Open concept
Concept C5

Client 360

Everything about one business in one place: products held and opportunities, key facts, documents and a full activity timeline.

Single recordProducts heldTimelineDocuments
Open concept
Concept C6

Dark Analytics

A premium dark reporting view: conversion funnel, commission trend, source performance, product mix and targets against actual.

Dark modeFunnelReportingTargets
Open concept
These are look-and-feel concepts, not the finished product. All names, numbers and companies are sample data to show the design. Pick the directions you like and we will build the real thing around them.
Just B2B CRM · concept directions · built by Reeve Consult