Transform
- Client
-
- Project name
- Transform
- Project Type
- CRM, Lead Management
- Accessibility
- Closed Source
- APIs
- No
Transform
Transform is a performance and goal management system designed to centralize client data, team coordination, and objective tracking within a single platform. The system supports structured workflows, enabling organizations to monitor tasks, evaluate progress, and maintain accountability across different levels of operations.
The clients module manages detailed information for each client, tracking interactions, objectives, and engagement history, ensuring that all client-related data is organized and accessible.
Leader and collaborator management allows assignment of roles, monitoring of team activity, and accountability tracking, helping organizations coordinate internal operations efficiently.
Objective tables and the objectives dashboard provide structured visualization of goals, progress tracking, and milestone monitoring, allowing teams to measure performance and identify areas that need improvement.
Analytics offers insights into team performance, objective completion trends, and operational effectiveness, supporting data-driven decision-making and continuous workflow optimization.
By integrating client management, team oversight, and goal tracking, the system enhances operational transparency, improves collaboration, and ensures effective achievement of organizational objectives.
Credentials:
Email: admin@portal.com
Password: 123
Credentials:
Email: admin@portal.com
Password: 123
Screenshots
Modules Description
Clients Module
Manages detailed client information, tracking interactions, objectives, and engagement history, ensuring organized and accessible client data.
Leader and Collaborator Management
Allows assignment of roles, monitoring of team activity, and accountability tracking to coordinate internal operations efficiently.
Objective Tables and Dashboard
Provides structured visualization of goals, progress tracking, and milestone monitoring to measure performance and identify areas for improvement.
Analytics
Offers insights into team performance, objective completion trends, and operational effectiveness to support data-driven decision-making and workflow optimization.
Workflow
Interested in having your project built by us? Here is the workflow we usually follow.
Discuss requirements
Once you have a rough sketch of your project requirements in your mind, our team will have a meeting with you to discuss your project requirements in detail.
Sprint Plan
After the requirements are discussed, we will draft a sprint plan which will have all the features planned out for each sprint, along will the approximate budget required for the project.
Project Start
We are ready to start on the project now! During the project development, we will be working alongside with you and providing you regular updates so that your project is built to your needs.
Testing
Once the project is built, our team will perform rigorous testing on the system for any bugs.
Project Completion
Now that the project is complete, we are ready to proceed to the next and final step.
Deployment
For the final step, the project will be deployed to the live server so that you and your customers can starting using your newly built solution
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