Design for CRM systems that saves team time
We look at CRM through the eyes of those who live in it every day: we build interfaces around the tasks of managers, and not around tables and fields.
Focus on real work scenarios
We don't create beautiful screens for the sake of Dribbble. First, we figure out what actions employees do dozens of times a day and optimize them.
Fewer clicks and “extra” fields
We group information according to meaning, remove duplicates, and make important actions one or two clicks away. This reduces fatigue and errors.
Transparency for leaders
We create convenient presentations for management: funnels, dashboards, reports that do not require manual pumping of data into Excel.
How we design CRM interfaces
Research → prototypes → test → design system.
A CRM system is a manager’s workplace. For example, an extra 10 seconds on a transaction card, multiplied by hundreds of transactions per day, turns into hours of losses. We clean out everything unnecessary and leave only what helps sell and serve customers.
User and process research
We conduct interviews with managers, supervisors and management. Let's look at where it really hurts: overloaded forms, unclear statuses, complex filters.
Scenario Map and CJM
We describe the main routes: from an incoming lead to closing a deal, from contacting support to resolving a ticket.
Prototypes and testing
We create interactive prototypes, put them in the hands of real users and, based on their feedback, adjust the structure and logic.
15–40%increase in the number of processed leads per shift after simplifying interfaces
-20–35%reduction of errors due to human factor
4–10 weeksaverage project duration for redesign of key CRM screens
How we work
1
Interview and CRM audit
We call the team, analyze the current interfaces and usage metrics (if any).
2
Formation of requirements and scenarios
We fix the key roles (manager, supervisor, manager) and describe their tasks in CRM.
3
Screen prototyping
We create interactive prototypes of cards, lists, funnels, tasks and dashboards.
4
Usability tests and improvements
We conduct testing with representatives of different roles, collect feedback, and optimize scenarios.
5
Final design and guidelines
We draw the final UI, create a library of components and document the principles of use.
6
Implementation support
We help developers and businesses implement changes, and participate in improvements based on the results of the pilot.