Workroom CRM (en)

Product Goals

• Create a unified workspace for employees and managers

• Increase transparency of projects and task statuses

• Simplify internal communication

• Reduce dependency on multiple external tools

Users & Roles

• Employees — work with tasks, projects, and company events

• Project Managers — manage projects, tasks, statuses, and teams

• HR / Admins — manage vacations, activities, and internal content

Core Features

1. Dashboard

• Workload

• Nearest Events

• Projects

• Activity Stream

2. Company Events

• Upcoming meetings, calls, and activities

• Employees’ birthdays

• Shared company calendar

3. Projects

• List of all company projects

• Project statuses (active, backlog, completed)

• Project lead and team members

• Task overview inside each project

4. Task Management

• Personal tasks and projects

• Team members and roles

• Vacations, days off, and sick leaves

• Workload overview

5. Profile

• Personal tasks and projects

• Team members and roles

• Vacations, days off, and sick leaves

• Workload overview

6. Communication and Support

• Built-in messenger

• Support requests

• Internal information portal

UX Approach

1. Modular architecture — each feature works independently while staying connected

2. Unified navigation for quick access to tasks, projects, and events

3. High transparency — users can always understand:

   • what they are working on,

   • project statuses,

   • what is currently happening in the company

4. Focus on everyday scenarios:

   “What do I have today?”, “What tasks are in progress?”, “What’s the status of my project?”

Outcome

The result is a scalable CRM design that:

• consolidates key workflows of an IT company into one product;

• simplifies project and task management;

• improves internal communication and employee engagement;

• can grow together with the company and its teams.