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