MTA CRM
Vision Design Roadmap Data Map
Vision / Redesign preview
Design overlay · standalone preview

The MTA CRM, redesigned.

Below: the marquee Voice Notes screen and every other built screen of the app — rendered with the new UI Backbone (Hybrid MD3 + glassmorphism, indigo + mauve palette). The data plumbing is shipping; the visual layer is rolling forward.

The marquee feature

Voice Notes — what the rep sees in the parking lot.

The current screen is wired to Supabase and shipping. The redesign overlays the new MD3 + glassmorphism backbone — same data, same flow, same 60-second loop, with the visual hierarchy tuned for in-the-field scanning.

Voice Notes
7
Marquee feature

Hold to record — release to log.

Whisper transcribes · Claude extracts tasks, contacts, and drafts the follow-up email · everything stages to your Approval queue.

Start a note
Recent notes
Pacific AV Design 9m ago
Blaze Audio training with Scott Foco from Sonance — flag Brenda to coordinate next…
1:42 3 items staged
Hilliard Hyundai 2h ago
Greg wants quote on 6× F-150 + Transits for fleet maintenance. Sara at Maple Lincoln…
0:58 $32k
Capitol Toyota Yesterday
Drive recap — Annie ready to renew at $24k/yr · wants Q3 spiff schedule before signing.
3:08 Approved
Today
Approve
Voice
Contacts
More
Voice Notes — redesigned

The 60-second loop, dressed for the field.

Same data model, same Supabase plumbing. The redesign cleans up what the rep sees while their head is in a dealer parking lot.

  • Hold-to-record hero — the marquee action sits in a solid indigo card, so the rep never hunts for the mic.
  • Status pills, not status guesses — every note shows what it became: 3 items staged · $32k · approved.
  • Dealer name leads the row — what the rep remembers, not the file name.
  • Chrome that gets out of the way — glass top bar + bottom nav, ambient orbs, dollar amounts where deals are at stake.
Every built screen, in the new system

12 screens — overlaid with the new UI.

Each tile below is a phone-frame preview of an already-built React page, rendered inline with the UI Backbone tokens (indigo primary, mauve tertiary, glass chrome over ambient orbs). The "Built" badge tracks the live React component.

Today
Today · Kevin $284k weighted — 67% to quota. 2 approvals · 1 follow-up overdue
Pipeline
$284k
Tasks
14
Calls
23
EM
Eric Mendez
2d overdue · $8.4k
Late
MB
Westside Ford
Send quote · $14.2k
SO
Sara Okeke
Maple Lincoln
Built 🏠 Home
Dealers
MineAll
AS
Anderson Subaru
Columbus — $8.4k open
Risk
CT
Capitol Toyota
Renewal Thu · $24k
VIP
HH
Hilliard Hyundai
$32k pending
Active
ML
Maple Lincoln
New · parts inquiry
WF
Westside Ford
$14.2k quote due
Active
Built 🏢 Dealers
Hilliard Hyundai
Active deal · Hilliard OH Hilliard Hyundai Greg Choi · fleet maintenance · $32k quote pending
YTD
$58k
Open
$32k
Touch
Today
GC
Greg Choi
Fleet mgr
·
Quote — 6× F-150
$32k · drafted
Pending
Built 📋 Dealer Detail
Contacts
ActiveArchived
EM
Eric Mendez
GM — Anderson Subaru
Late
AP
Annie Park
Owner — Capitol Toyota
DM
MB
Mike Beltran
Westside Ford · $14.2k
BS
Brian Stevens
Stevens Auto
GC
Greg Choi
Hilliard Hyundai
Built 👤 Contacts
Eric Mendez
GM · Anderson Subaru Eric Mendez 2d overdue follow-up · trade-in package
YTD
$48k
Open
$8.4k
Last
2d
Lead Quoted Awaiting Signed
K
Kevin · note
Sent trade-in quote · awaiting…
Built 👤 Contact Detail
Vendors
MTA brandsEcosystem
SO
Sonance
12 dealers · $124k YTD
Anchor
JB
James Loudspeaker
9 dealers · $86k YTD
Anchor
BA
Blaze Audio
7 dealers · training Thu
Active
SP
Sonus Faber
5 dealers · $42k
Built 🏭 Vendors
Vendors
MTA brandsEcosystem
CT
Crestron
Control · 18 dealers
LU
Lutron
Shading · 22 dealers
SC
Savant
Control · 11 dealers
UR
URC
Control · 9 dealers
SR
Sony
Display · 16 dealers
Built 🏭 Ecosystem
Sonance
Anchor brand Sonance Scott Foco · 12 dealers · $124k YTD
YTD
$124k
Pipe
$72k
Demos
8
PA
Pacific AV Design
Training scheduled
CR
Caster Residential
Demo refresh due
Built 🏭 Vendor Detail
Tasks
Mine · 14Team
Overdue · 1
Anderson Subaru · 2d
Today · 4
Call Maple Lincoln
Send quote Westside
Quote Hilliard $32k
Week · 9
Renew Capitol Toyota
Visit Hilliard Fri
Done · 7
Email recap Capitol
Call recap Westside
Built ✅ Tasks
Activity
MineTeam
Voice — Hilliard Hyundai
9:18 · 1:42 · $32k staged
Call — Westside Ford
8:34 · 14 min · $14.2k
Closed — Email Capitol
7:51 · Annie Park
Approved 4 tasks
6:12 PM · Capitol drive
Flagged overdue
2:00 PM · Anderson Subaru
Built 📝 Activity Feed
More
Profile
K
Kevin Noles-Guerra Sales rep
Notifications
Approvals · digest · SMS
Voice capture
Auto-stage · auto-tag
Approve queue
Default to "review each"
Pipeline
Stages · weighting
Open
Built ⚙️ More
More
Integrations
Gmail · Calendar · Drive
3 on
Team & access
5 members · 2 admins
Activity log
90-day retention
Your data
Export as JSON
Util
Danger zone
Sign out · delete account
!
Built ⚙️ More (bottom)

Want to click around the new system?

The full UI Backbone — 9 switchable views, light/dark toggle, ⌘K command palette, kanban Tasks, Pipeline funnel, Approve queue with confidence pills — runs as a single-page mockup.

Open the live preview →