Quotation service & CRM design record
04 / Business relocation quotes · Service UX
H MOVE PARTNERS
Connecting business relocation inquiries with site visits, quotations, contracts and completion checks. A quotation-center project considering customer applications and operational follow-up together.
AI art-directed project mockup · May differ from the live service.
The question
A starting point.
A simple customer inquiry needs a structured path toward the details required by operations. The design connects relocation type, origin, destination and preferred date with site visits and the work that follows.
- Project type
- Quotation service & CRM design record
- Scope
- Service copy & quotation UX / Administrative CRM & follow-up structure / Contact touchpoints & mobile QA design
Design decisions
Less noise.
More intention.
Service copy and a quick quotation form shape the customer-facing experience, with mobile use considered for people in the field. Phone, text, Kakao and AI inquiry channels are included as planned contact touchpoints.
The operations pipeline follows inquiries, site visits, contracts, relocation completion and review or partnership follow-up. Each stage considers schedules, responsible staff, checklists, quotations and status information.
The output
The idea,
in a tangible form.
A project record covering service copy, user journeys, quotation forms, administrative pipelines and mobile QA considerations. The material illustrates a quotation web app and CRM rather than evidencing live inquiries, contracts or external-channel integration.
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