CRM & SoftwareMulti-branch finance business (name withheld)
One dashboard for income, expenses and dues across every branch.
Branch accounts CRM dashboard on a MacBook
Overview
A custom accounts CRM for a business running branches across Kerala. Owners see profit, income, expenses, outstanding payments and upcoming dues in one dashboard, with branch-by-branch P&L a click away.
The brief
When every branch keeps its own books, the owner's view of the business is always a few days old. Knowing which branch is performing, or what is still owed, means waiting for reports and reconciling them by hand.
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The brief was a single system that consolidates every branch's accounts, highlights what needs attention today, and stays simple enough for non-accountants to use every day.
How we approached it
The business at a glance
Headline cards for income, expense, current balance and outstanding payments, with a year-to-date profit ring front and centre.
Branches side by side
A branch-wise monthly P&L chart with hover detail, plus a 'top performer' card that names the leading branch.
Nothing slips
A payment-reminder rail lists upcoming dues by amount, category and date, and adding a new reminder takes one click.
Calm, legible UI
A light interface with a slim icon sidebar, green-for-income and blue-for-expense colour coding, and Indian number formatting throughout.
The outcome
A working accounts CRM with a consolidated dashboard, branch-wise P&L, outstanding-payment tracking and reminders, giving the owners one place to see every branch. The client's name is withheld for confidentiality.
Explore what made it
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