All projects · NEX
DataNEX
Every sales rep knows who to visit next, and why.
- Client
- NEX
- Year
- 2024 – present
- Industry
- Automotive / B2B
- Role
- PM · UX-UI · Development
- Format
- Web + mobile app
- Users
- Sales team & management
Customer tracking
The sales team’s main view: every customer in one table, searchable by name, code or tax ID, active filters as chips and a color indicator that flags who has gone too long without a visit.
Context
DataNEX is the tool NEX’s sales team uses to run its tyre distribution network: customers, visits, routes, campaigns and reports, on desktop and mobile.
The work focused on the most-used screens: fewer steps to log a visit, a customer record summarised at first glance, and a color code that flags who has gone too long without a visit.
Screens
Data shown is anonymized.
Customer record
What used to be spread across tabs, on one screen: available credit, last B2B purchase, last visit and NPS. Below: contact, assigned reps, enabled lines and terms.
Mobile home
Today’s agenda and the main shortcuts for reps on the road.
Logging a visit
A short form: activity, visit type, quick duration and companions.
Visit history
The customer’s visits as a timeline, next to the form.
AI routes
A daily route proposal for each rep: the system orders visits by pending orders, at-risk customers and distance, and explains why each stop is included.
Reports
The network’s sales at a glance: monthly evolution vs. last year, weight of each product line and target achievement per rep.
What we built
Customer tracking
The whole portfolio in one table, searchable by name, code or tax ID, with filters shown as chips and a color indicator based on the last visit.
Customer record
Available credit, last B2B purchase, last visit and NPS on the first screen. Below: contact, assigned reps, enabled product lines and commercial terms.
Mobile app
Today’s agenda and the main shortcuts for reps on the road.
Visit logging
A short form with visit type, quick duration and companions, next to the customer’s visit history as a timeline.
AI routes (beta)
A daily route proposal that orders visits by pending orders, at-risk customers and distance, and explains why each stop is included.
Reports
Monthly evolution vs. last year, weight of each product line and target achievement per rep.
ERP & B2B store integration
Credit, orders and B2B purchases come from the ERP and the online store, with no double entry.
Stack
- PHP
- Laravel
- React
- MariaDB
Results
CRM in operation, replacing manual processes and spreadsheets
Visual system
Brand navy for structure and a single green for action, so it’s always clear what can be clicked.
- NEX navy#0D2063
- Action green#0E9384
- Green tint#E6F4F2
- Background#F7F8FA
- Border#E4E7EC
- Text#101828
Inter
400 · 500 · 600
One family, three weights.
- Active#0E9384
- Pending#F5A524
- < 30 days#12B76A
- > 90 days#F79009
- No visits#D0D5DD