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B2B SaaSReferral workflowGmail & Outlook importLive dashboard

DirectRope

A business networking platform for professional connections and referrals, with networking groups, a live activity dashboard and contact import from Gmail and Outlook.

DirectRope dashboard and chat screens
ClientDirectRope
LocationUSA
IndustryB2B SaaS
Duration4 months, ongoing

Client

DirectRope helps professionals connect with each other and exchange referrals.

How it works

  • Users create networking groups and referrals (up to two per user)
  • A dashboard shows real-time activity, referral data and counts
  • Contacts are imported from Gmail, Outlook and files
  • Recipients see who sent a referral and accept or decline it
  • Flexible connection options by role: accept, decline, or pick a day, time and method
DirectRope group dashboard with charts

Challenges

  • Referral workflow logic
  • Reliable Gmail and Outlook integration
  • An intuitive UX for different roles and actions
DirectRope profile edit form
DirectRope create group wizard
DirectRope start a referral form
DirectRope address book contacts
DirectRope chat screen

Results

Streamlined group and referral management
Clear visibility through the dashboard
Efficient contact management
A flexible acceptance workflow
Ongoing user engagement

Technologies

Node.jsReactReact Native
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