Interaction Designer
2025
Simple CRM Management
A simplified CRM experience designed to make managing contacts, deals, and follow-ups feel effortless for small teams.
A simplified CRM experience designed to make managing contacts, deals, and follow-ups feel effortless for small teams.
The existing product overwhelmed new users with menus, settings, and fields they rarely needed. Small teams without a dedicated admin struggled to get started and often abandoned the tool before logging their first deal.
We reduced the product to its essential actions, redesigned the pipeline around drag-and-drop, and added quick-add forms with clear feedback. Prototypes were tested with real users and refined over several rounds.
New users reached their first logged deal in far less time.
More sign-ups completed their setup and started using the pipeline.
Clearer interactions reduced common how-to questions.
Test participants rated the redesigned flows as easy and intuitive.
