CustomerGo – Unified Workspace for Sales & Support Teams

The Challenge

CustomerGo needed a modern, multi-team collaboration system that brings together customer data, communication history, and shared files—without forcing users into overly complex CRM workflows.

Our Solution

We built a unified dashboard system with modular spaces, lightweight automation, and rich customer detail panels:

• Custom workspaces for Sales, Recruiting, Marketing, and Legal
• Contact-level timeline with tasks, emails, and file history
• Built-in document management with size tracking and folders
• Responsive UI with light/dark mode toggle and user roles

Results & Impact

• Improved task and file visibility across departments
• Reduced onboarding time for new agents by 40%
• Increased lead response speed via integrated email workflows
• Enabled 360° customer view without switching tools