CRM Tool

A Customer Relationship Management (CRM) tool to boost customer acquisition and team management.

Problem

In my role at the agency, a big part of my job was getting to know potential clients and showing them the awesome work we can do, all in a short amount of time.

Solution

Presented a CRM (Customer Relationship Management) product as a pitch to the potential clients

My Role

Primary UI/UX Designer in a team of 3

Scope

2 weeks client project

Competitive Analysis

In order to understand CRM (Customer Relationship Management) we conducted a thorough analysis. We found Freshworks to be the most intuitive and trendy amongst the competitors

User Research

In response to insights from user personas and journeys, we propose an app designed to:

Optimize Time Management: Prioritize tasks and meetings efficiently to meet deadlines seamlessly.
Enhance Sales Efficiency: Offer predictive analytics on lead conversion probabilities, enabling sales managers to focus on the most promising leads.

Suggested CRM Workflow

The Information Architecture (IA) significantly improved the structuring of our solution, providing clear guidance for presenting our proposal more effectively to potential clients.

Because of our tight deadline, we had to use our skills wisely and trust our gut feelings on design choices

Design Concepts

We had quick rounds of iteration where we created proposed screens with our main focus being on successfully organizing relevant information and features of our product

Visual Explorations

We conducted visual benchmarking on a graph where we wanted our potential designs to be an intersection of the following key words: friendly, professional, minimal and informative

Design Outcome

Dashboard for Revenue Tracking and Task Management

For our final designs, we chose light mode over dark mode because our platform involves extensive reading and screen time, ensuring users experience easier viewing.

Deals Management

This page provides a consolidated view of deals and the different stages, along with the employee who is working on the deal. This helps the manager get an overall picture of functioning of the team

Deal Details & Create New Deal

Design System & Components

In our pitch, it was really important to show off our design system and explain why it's useful in designing things. This helped our potential clients, especially those who don't know much about design, understand how we work.

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