Agathe Dagorn - Softr expert 🌻
Hi ! My name is Agathe. I'm a french no-code lover :)
I've been using softr for many projects, from internal tools to externals users portals.
I really enjoy the connection with airtable which is easy. I alway go as far as I can with softr.
Member since April 2022
Insurance interface (farming)
Creation of an double interface for managers and agents. Agents are now able to create a customer file, create a quote simulation. Managers then validate the quote and transform it into a contract from their member area. All these steps are automated
Sales, ambassadors and clients dashboard
This project created 3 different member spaces. The ambassadors have access to a list of missions carried out with the company and can see a graph of their commissions generated over the last 4 quarters. Sales people can follow the progress of leads, track assignments and graphically compare their forecasted and actual revenue. Clients can see all their past and current assignments and their expenses on each of them.
Members and agencies workspace
This project has enabled us to connect a list of association members with a recruitment firm specialized in interim management. Each member has the possibility to create a resume and to modify it at any time. In addition, the community can access and register for events and enrich a documentary library shared on the interface.
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