Cask Call - Sales CRM Platform
OVERVIEW
CaskCall approached us with a partially formed concept, several early competitor screens, and simple wireframes that expressed the initial direction of their internal call-queue platform. The goal was to transform scattered ideas into a structured, intuitive system that supported brokers, sales managers, and admin teams throughout the full calling lifecycle.
Our work began with analysing all provided materials, organising ideas into themes, identifying “How Might We” challenges, and defining personas for each user type. These early discovery steps created alignment and established a shared language that guided the rest of the project.
UI Kit • Prototyping • User Flow • Research Analysis
Cask Call • Sales • UK
— Find out more about this project at www.dancingjungle.pt
Cask Call - Sales CRM Platform
A CRM and call-queue platform for investment brokers, built to streamline workflows, improve lead prioritisation, and give managers real-time visibility.
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