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03 / MOBILE CRM & PM
CRM / PM
A mobile CRM and project-management tool; its screenshots and case study are in progress.
THE BRIEF
Make the work clear enough to matter.
This template is ready for a CRM and project-management case study. The useful story is not every feature—it is how the mobile experience helps someone see the next important thing.
PROJECT STORY / SCROLL TO MOVE THROUGH IT
01 / FRICTION01
Find the work that slips
Name the CRM or project-management moment that becomes difficult away from a desk.
OUTCOME / WHAT TO SHOW
The evidence belongs in the story.
When your screens are ready, turn this into a before-and-after narrative: the operational friction, the new mobile flow, and the proof that it improved the work.
- Screenshots — add your final set
- Workflow — add the task you simplified
- Impact — add the result or user feedback
CASE STUDY TEMPLATE