Field agent CRM

LSCO Badge Management

A secure CRM for Level Square’s nationwide field network — agent onboarding, badge management, and operational visibility in one focused platform.

Client
Level Square Community Outreach
Industry
Community outreach & lead generation
Year
Problem

What was broken

As LSCO scaled its field agent network across campaigns and regions, spreadsheets and disconnected tools could not keep up. Operations needed a single system to manage agent accounts, track badge credentials, and give internal teams reliable access to who was active, where, and on which programs — without slowing down daily outreach work.

Approach

What we built

We built LSCO Badge Management as a purpose-built CRM aligned to LSCO’s brand and workflows. A clean sign-in experience leads into agent management tools designed for clarity under operational pressure — structured records, role-based access, and a UI that keeps administrative tasks fast rather than bureaucratic. The platform extends LSCO’s digital ecosystem beyond the public marketing site into the systems that actually run their field programs.

Outcome

What changed

LSCO gained a centralized hub for field agent management — reducing coordination friction, improving accountability across campaigns, and giving leadership a dependable view of their distributed workforce as outreach programs grew.

Deliverables

What shipped

  • Field agent CRM platform
  • Secure authentication and account management
  • Badge and credential tracking workflows
  • Operations-focused admin interface
  • Brand-aligned UI for internal teams
Next step

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