CUSTOM FLOWS (Pipelines)


SWOT Analysis
SWOT analysis is a strategic planning tool that assesses the internal and external factors that can affect a business or project, by identifying its Strengths, Weaknesses, Opportunities, Threats.

CUSTOM FLOWS (Pipelines)

Brexa and its users
Brexa is a smart AI-powered CRM that adapts to almost any line of work. From a fitness studio to a real-estate agency, every team can pull its emails, WhatsApp chats, web forms and invoices into one clear view and let Brexa handle the follow-ups.
Who it helps
• Health and wellness clinics
Track new patient inquiries, send reminders on WhatsApp and keep all visit notes tied to the client card.
• Marketing agencies
Run drip campaigns for each client, view campaign stats on one board and let the AI book status calls automatically.
• Professional-service firms
Lawyers, accountants and consultants keep case emails, invoices and time-tracking notes together so nothing slips.
• Real-estate brokers
Capture web-form leads from listings, auto-qualify buyers and schedule property tours without leaving the CRM.
• E-commerce and retail shops
Send order updates by SMS, nudge cart abandoners and roll every chat and ticket into a single customer timeline.
• Education and coaching centres
Gather student sign-ups with smart forms, follow up on payments and track lesson attendance in one place.
• Non-profits
Store donor records, launch email drives and see every pledge, call and receipt in one timeline.
• Home service and local businesses
Book jobs, send quotes, collect payments in the app and trigger friendly review requests after each visit.
Whether you are a photographer managing shoots or a finance advisor chasing paperwork, Brexa cuts the tab hopping and show
Proposed Solution (User stories & High-Fidelity Designs) :
While wireframes are a commonly used tool in the design process, it’s important to note that they are not always the best starting point for every project.
It is harder to gather feedback from stakeholders who may need a more polished representation of the final product
In this case, beginning with higher-fidelity designs using the design system is more effective.

CUSTOM FLOWS (Pipelines)
Keeping in mind that different kind of businesses can have different use cases, so we decided to make custom flows with custom attributes

CUSTOM FLOWS (Pipelines)
Keeping in mind that different kind of businesses can have different use cases, so we decided to make custom flows with custom attributes


Look into other projects of mine
Impact
Low-result searches dropped by 19%, while profile unlocks per search were up by 17%