CRM quick-access side panel
The problem
Users needed faster access to common contact, appointment and task workflows without losing their current context.
Constraints
- Existing CRM navigation model
- Multiple entity types
- High-frequency workflows
How I approached it
Built a contextual side-panel interface focused on reducing navigation overhead across common CRM tasks.
My contribution
Delivered the frontend interface using Vue 3, Pinia and TanStack Query.
Outcomes
- Simplified access to frequently used CRM records and workflows.
What I learned
- Workflow improvements often come from reducing context switches rather than adding more standalone screens.
Technology
Vue 3 / Pinia / TanStack Query