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Enterprise UX
Client Management CRM
Comprehensive CRM platform for managing client relationships and projects.
Role: Product DesignerDuration: 7 monthsYear: 2023
Overview
Designed end-to-end CRM solution with advanced client tracking, project management, and automated workflow capabilities.
The challenge
Creating a unified platform that handles diverse client management needs while remaining intuitive and scalable.
Approach
- Interviewed 50+ sales professionals to understand workflows
- Designed customizable dashboard system
- Built automated email and task management
- Created comprehensive reporting suite
- Implemented role-based access controls
Outcome
200+ companies using the platform
50% reduction in manual data entry
35% improvement in client retention
4.6/5 user satisfaction rating
Technologies
CRMAnalyticsProject ManagementAutomation
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