Case study · Sales and operations platform
Puento
A sales team’s whole day in one panel.
Puento Partners markets real-estate projects. The sales and operations platform we built for them brings the team’s whole day together, from a lead’s first call to the monthly report.
- Product
- Sales and operations platform for real-estate project marketing
- Scope
- Product design, web app, field app
- Platform
- Web and an installable phone app
- Technology
- Next.js, React, TypeScript, Tailwind CSS, Firebase
The need
A lead coming from an ad form had to reach the right sales rep quickly. Managers needed to see the team’s day at a glance, and reps in the field needed to keep working from their phones, even on a weak connection.
There was one more condition: everyone should see only what they need to see. The person running operations and the person looking at finance did not have to be the same.
The solution
One product, two surfaces
An admin panel on the desktop, a field app on the phone. Both work on the same data, so a record entered in the field shows up in the panel right away.
Six roles, one permission table
The same address opens a different screen for each role. Reps see their own leads, and money screens open only for authorised roles.
One colour language across the process
The eight-stage sales process is told through four colour families. The same colour means the same stage in the chart, on the board and in the call log.
A call logged in three steps
Reps log a call in three steps: result, detail, save. The note writes itself from their choices, and a wrong entry can be undone within eight seconds.
The day’s work arrives ready
Incoming leads are distributed to reps in turn. The phone app turns the list into a daily queue that can actually be finished, and calls are counted automatically.
From appointment to report, one system
A weekly appointment calendar, an offer document with live preview, WhatsApp campaigns and a monthly PDF report all live in the same panel.
Puento
Illustrative screen. All data is fictional.
How it works
Managers start the day on the Cockpit screen: open leads, time to first call, today’s appointments and the team’s pulse on a single screen.
Reps follow the daily queue on their phone. The counter moves as they call, the calendar fills as they book, and they send their report with one tap at the end of the day.
Two surfaces, one source of data
Managers and the operations team
Admin panel
Cockpit, lead board, calendar, offers, finance and reports.
Sales reps
Field app
Daily call queue, appointments, call log and the end-of-day report.
The path of a lead
New
Interested
Follow-up
Appointment
Offer
Sale
In numbers
2 surfaces: desktop panel and field app
6 roles, one permission table
8 stages in the sales process
3 steps to log a call
Figures are taken from the product’s source code.
Next project
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