Internal system / Business software
Melvin CRM
A shared view of what happens next.
A customer-management product designed for people and AI agents to work through the same accountable workflow.
Internal customer workspace
Discuss a similar project- Our role
- Development of C4’s customer workspace and inquiry integrations.
- Work type
- Internal system
A shared view of what happens next.
Explore the approach and scope
The problem
What needed to change.
Customer context and follow-up get fragmented when people and automations work in disconnected systems.
The decisions
How we approached it.
A shared customer workspace connects contact records with inquiry details and follow-up. The C4 website records a request before delivering it to the CRM.
What we delivered
The result you can inspect.
Used as C4’s client pipeline and delivery record. Our website integration creates or reuses a contact and attaches inquiry details without overwriting existing customer information.
Inside the delivery
- Website integration
- Website inquiries create or reuse a CRM contact and attach a note.
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