Appzo
An AI helpdesk and CRM that keeps every customer conversation in one place.
Appzo.ai is a next-generation AI helpdesk and CRM platform that centralises customer interactions across channels like WhatsApp, voice and email. The mobile app puts deals, tasks and contacts in a sales team's pocket, so no follow-up is missed.
The problem
Sales and support teams juggle customer conversations across WhatsApp, calls and email, then update a CRM later from a desk. Deals stall, follow-ups are forgotten and customer details live in too many places.
The goal
Give small teams a fast, reliable mobile CRM where they can update a deal, create a task or call a customer in a few taps, wherever they are.
Discover
Mapped the daily routine of a sales rep: check the deal, call the customer, log the outcome and set the next reminder.
Design
A clean, high-contrast interface with clear lists, strong tabs and one-tap actions, so important details are readable on the go.
Build
A mobile app on top of the Appzo platform with deal, task and contact views, filters and quick create actions.
Ship
Released on Google Play, available for all Android devices.
Deals you can update anywhere
A deal screen with stage, owner, customer details and a Call Customer shortcut, organised into Activity, Associations, About and Quotes tabs.
Tasks you never miss
An All Tasks view showing overdue and due-today counts, with priority, due and reminder dates and a quick add button.
Contacts at a glance
A searchable contact list with owner and stage, filtered by stage or time period, so the right customer is always one tap away.
ReflectionA CRM on a phone has to be faster than not using one. Every screen was shaped around the shortest path to update a deal or log a call.