01 / Internal tool · earlier Nordis project
Nordis CRM
Enquiries and follow-up, in one record.
The problem
A residential enquiry needs qualification, assignment and follow-up. The queue helps choose what to handle; the record keeps the context behind the decision.
The work in the product
A filtered queue linked to a tabbed record: summary, assignment and history. Follow-up actions require explicit confirmation.

Why it helps
The queue shows what is needed to decide. The record loads details when opened. This keeps every row from becoming a full case file.
Identified functions
- Queue filtered by status, priority and territory.
- Record: summary, assignment, commercial workflow and history.
- Guarded manual follow-up and CSV export.
- 01Qualify the enquiry
- 02Assign the record
- 03Find the history
Functions documented in the CRM enquiries route and its tests.
