$48,000TB
SocialMeta
Follow-up tomorrowP-2041
Live demos
Don't tell. Show.
Three tools the way we have built them for teams. Fictional sample data, real controls. Everything runs in your browser and nothing is saved.
Demo 01 · Sales & campaigns
Commercial CRM Hub
Pipeline, proposals, activities and campaign reporting for a sales team, delivered as a SharePoint Framework app inside Teams. All data lives in the customer's own SharePoint lists.
- Kanban pipeline with drag and drop and follow-ups
- Activities with due dates and done status
- Reporting: revenue, open proposals, margin, campaign pacing
- Detail view with history and comments
SharePoint lists
DealsActivitiesCampaignsDealFilesMarkets
Roles
Sales, key accounts, leadership
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Demo 02 · Project & task planning
Project Cockpit
Projects, tasks, timeline and team capacity in one place, with status lights, deadlines and utilization. For teams that have outgrown Planner but do not need Microsoft Project.
- Project overview with progress, budget and status
- Task list with status, priority and owner
- Timeline as a 12-week Gantt with milestones
- Capacity view per person and week
SharePoint lists
ProjectsTasksMilestonesTeam
Roles
Project leads, teams, PMO
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Demo 03 · The management update at the push of a button
Weekly Reporting
The weekly update comes from the data, not from slides: KPIs, highlights, lowlights, next tasks and market updates, ready to export as a Teams message.
- KPI strip compared with the prior week
- Highlights and lowlights maintained per team
- Support needed, visible per project
- Export as a formatted Teams message
SharePoint lists
WeeklyDealsMarketUpdatesMarkets
Roles
Team leads, leadership
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Something like this for your team?
We build your tool around your process. The prototype is running in your own tenant after two to three weeks.
Not there yet? Try the live demo first