CRM LAB - Customer Relationship Management Platform

Simplifying Customer Relationship Management

CRM LAB - Customer Relationship Management Platform

Simplifying Customer Relationship Management

Services

Platform Design

Application's Dashboard Design

Service Overview

I was tasked with redesigning a CRM platform to make it more user-friendly. Users found existing CRMs overwhelming and time-consuming, so our goal was to create something that felt intuitive and efficient.

Challenge

  • Too much data was causing confusion

  • Basic tasks required too many clicks

  • Finding important information was difficult

  • Charts and graphs weren't helpful enough

Our Design Solution

  1. Clean Dashboard

  • Created customizable cards for different types of information

  • Used clear headings and spacing to organize content

  • Added color highlights for important updates

  • Made it work smoothly on all devices

  1. Easier Data Input

  • Simplified forms to include only what's necessary

  • Added smart autocomplete features

  • Made it possible to edit directly on the page

  • Included clear error messages

  1. Better Visualizations

  • Used simple, clear colors for different data types

  • Made charts interactive

  • Added easy filtering options

  • Ensured everything was accessible

Results

  • Most new users made their first investment

  • Fewer people needed help

  • Users felt more confident

  • People kept using the app longer

Main Features

  • Personal dashboard

  • Easy search

  • Simple buy/sell buttons

  • Built-in learning tools

Our Design Solution

  1. Clean Dashboard


  • Created customizable cards for different types of information

  • Used clear headings and spacing to organize content

  • Added color highlights for important updates

  • Made it work smoothly on all devices


  1. Easier Data Input


  • Simplified forms to include only what's necessary

  • Added smart autocomplete features

  • Made it possible to edit directly on the page

  • Included clear error messages


  1. Better Visualizations


  • Used simple, clear colors for different data types

  • Made charts interactive

  • Added easy filtering options

  • Ensured everything was accessible

Results

Tasks now take 40% less time

  • 85% of users say it's easy to use

  • More people are discovering and using features

  • Teams are getting better insights from their data

Next Steps

  • Adding more advanced charts

  • Improving the mobile experience

  • Creating better reporting tools

  • Adding team collaboration features

Lessons Learned

Early user testing revealed the need for more granular data filters

  • Regular feedback sessions helped refine interaction patterns

  • Accessibility considerations from the start prevented major redesigns

  • Design system implementation dramatically improved development velocity

Services

Platform Design

Application's Dashboard Design

Service Overview

I was tasked with redesigning a CRM platform to make it more user-friendly. Users found existing CRMs overwhelming and time-consuming, so our goal was to create something that felt intuitive and efficient.

Challenge

  • Too much data was causing confusion

  • Basic tasks required too many clicks

  • Finding important information was difficult

  • Charts and graphs weren't helpful enough

Our Design Solution

  1. Clean Dashboard

  • Created customizable cards for different types of information

  • Used clear headings and spacing to organize content

  • Added color highlights for important updates

  • Made it work smoothly on all devices

  1. Easier Data Input

  • Simplified forms to include only what's necessary

  • Added smart autocomplete features

  • Made it possible to edit directly on the page

  • Included clear error messages

  1. Better Visualizations

  • Used simple, clear colors for different data types

  • Made charts interactive

  • Added easy filtering options

  • Ensured everything was accessible

Results

  • Most new users made their first investment

  • Fewer people needed help

  • Users felt more confident

  • People kept using the app longer

Main Features

  • Personal dashboard

  • Easy search

  • Simple buy/sell buttons

  • Built-in learning tools

Our Design Solution

  1. Clean Dashboard


  • Created customizable cards for different types of information

  • Used clear headings and spacing to organize content

  • Added color highlights for important updates

  • Made it work smoothly on all devices


  1. Easier Data Input


  • Simplified forms to include only what's necessary

  • Added smart autocomplete features

  • Made it possible to edit directly on the page

  • Included clear error messages


  1. Better Visualizations


  • Used simple, clear colors for different data types

  • Made charts interactive

  • Added easy filtering options

  • Ensured everything was accessible

Results

Tasks now take 40% less time

  • 85% of users say it's easy to use

  • More people are discovering and using features

  • Teams are getting better insights from their data

Next Steps

  • Adding more advanced charts

  • Improving the mobile experience

  • Creating better reporting tools

  • Adding team collaboration features

Lessons Learned

Early user testing revealed the need for more granular data filters

  • Regular feedback sessions helped refine interaction patterns

  • Accessibility considerations from the start prevented major redesigns

  • Design system implementation dramatically improved development velocity

Description

Wireframes

CJM

Hign-fidelity prototypes

Description

Wireframes

CJM

Hign-fidelity prototypes

04

Branding

04

Branding

What’s next?

What’s next?

FOR ANY ENQUIRIES:

©2024 Kaikki oikeudet pidätetään.

FOR ANY ENQUIRIES:

©2024 Kaikki oikeudet pidätetään.

PUHUN SUOMEA

CRM LAB - Customer Relationship Management Platform

Simplifying Customer Relationship Management

CRM LAB - Customer Relationship Management Platform

Simplifying Customer Relationship Management

Services

Webdesign

Copywriting

Service Overview

I was tasked with redesigning a CRM platform to make it more user-friendly. Users found existing CRMs overwhelming and time-consuming, so our goal was to create something that felt intuitive and efficient.

Challenge

  • Too much data was causing confusion

  • Basic tasks required too many clicks

  • Finding important information was difficult

  • Charts and graphs weren't helpful enough

Our Design Solution

  1. Clean Dashboard

  • Created customizable cards for different types of information

  • Used clear headings and spacing to organize content

  • Added color highlights for important updates

  • Made it work smoothly on all devices

  1. Easier Data Input

  • Simplified forms to include only what's necessary

  • Added smart autocomplete features

  • Made it possible to edit directly on the page

  • Included clear error messages

  1. Better Visualizations

  • Used simple, clear colors for different data types

  • Made charts interactive

  • Added easy filtering options

  • Ensured everything was accessible

Our Design Solution

  1. Clean Dashboard

  • Created customizable cards for different types of information

  • Used clear headings and spacing to organize content

  • Added color highlights for important updates

  • Made it work smoothly on all devices

  1. Easier Data Input

  • Simplified forms to include only what's necessary

  • Added smart autocomplete features

  • Made it possible to edit directly on the page

  • Included clear error messages

  1. Better Visualizations

  • Used simple, clear colors for different data types

  • Made charts interactive

  • Added easy filtering options

  • Ensured everything was accessible

Results

  • Most new users made their first investment

  • Fewer people needed help

  • Users felt more confident

  • People kept using the app longer

Main Features

  • Personal dashboard

  • Easy search

  • Simple buy/sell buttons

  • Built-in learning tools

Results

  • Tasks now take 40% less time

  • 85% of users say it's easy to use

  • More people are discovering and using features

  • Teams are getting better insights from their data

Next Steps

  • Adding more advanced charts

  • Improving the mobile experience

  • Creating better reporting tools

  • Adding team collaboration features

Lessons Learned

Early user testing revealed the need for more granular data filters

  • Regular feedback sessions helped refine interaction patterns

  • Accessibility considerations from the start prevented major redesigns

  • Design system implementation dramatically improved development velocity

Services

Webdesign

Copywriting

Service Overview

I was tasked with redesigning a CRM platform to make it more user-friendly. Users found existing CRMs overwhelming and time-consuming, so our goal was to create something that felt intuitive and efficient.

Challenge

  • Too much data was causing confusion

  • Basic tasks required too many clicks

  • Finding important information was difficult

  • Charts and graphs weren't helpful enough

Our Design Solution

  1. Clean Dashboard

  • Created customizable cards for different types of information

  • Used clear headings and spacing to organize content

  • Added color highlights for important updates

  • Made it work smoothly on all devices

  1. Easier Data Input

  • Simplified forms to include only what's necessary

  • Added smart autocomplete features

  • Made it possible to edit directly on the page

  • Included clear error messages

  1. Better Visualizations

  • Used simple, clear colors for different data types

  • Made charts interactive

  • Added easy filtering options

  • Ensured everything was accessible

Our Design Solution

  1. Clean Dashboard

  • Created customizable cards for different types of information

  • Used clear headings and spacing to organize content

  • Added color highlights for important updates

  • Made it work smoothly on all devices

  1. Easier Data Input

  • Simplified forms to include only what's necessary

  • Added smart autocomplete features

  • Made it possible to edit directly on the page

  • Included clear error messages

  1. Better Visualizations

  • Used simple, clear colors for different data types

  • Made charts interactive

  • Added easy filtering options

  • Ensured everything was accessible

Results

  • Most new users made their first investment

  • Fewer people needed help

  • Users felt more confident

  • People kept using the app longer

Main Features

  • Personal dashboard

  • Easy search

  • Simple buy/sell buttons

  • Built-in learning tools

Results

  • Tasks now take 40% less time

  • 85% of users say it's easy to use

  • More people are discovering and using features

  • Teams are getting better insights from their data

Next Steps

  • Adding more advanced charts

  • Improving the mobile experience

  • Creating better reporting tools

  • Adding team collaboration features

Lessons Learned

Early user testing revealed the need for more granular data filters

  • Regular feedback sessions helped refine interaction patterns

  • Accessibility considerations from the start prevented major redesigns

  • Design system implementation dramatically improved development velocity

What’s next?

What’s next?