Case Study: CRM + Automations

2 weeks design sprint for MVP - Desktop CRM SaaS app.

Client: UNDISCLOSED
I worked remotely with two other people: CEO and CTO

Goal:
Create best practice UX and custom glass-morphic UI for a complex 5 flow desktop application with a comprehensive flow map... in 2 weeks!

For this challenge, I used a hybrid UX and UI iterative design approach, adding novel interactions by using available component libraries and building custom vector components in Figma.

As scope of the product quickly changed from a few useable mobile flows into a full blown desktop app with 7+ main menu user action flows, I was prepared to produce the most and best informed work in the least amount of time. We interviewed and watched different user types as they encountered and walked through the design.

The complex User Experience and Visual Layers evolved side by side as we reviewed and made changes every day - adding new features along the way. At the end of day four, my glass-morphic UI began to take shape.

Figma Design

Desktop CRM App

By the end of 2 weeks we had a complete CRM UX/UI 30 page blueprint ready for development designed in Figma with ShadCN components.

Search Modals
Power Dialer
Sequence Builder
Leads
Automations

UX/UI Design service

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