CRM SaaS UI Design

SERVICES / TOOLS:
UI Design
UX Design
Figma
Design System

A CRM (Customer Relationship Management) system helps businesses efficiently manage customer interactions, track sales, automate workflows, and analyze data to foster growth. Designing an intuitive and functional CRM interface was essential to address several key challenges.

Key Challenges and Solutions

1. Seamless Search and Filter System

  • Challenge: Users needed a quick and easy way to search and filter customer data within a growing database.
  • Solution: Integrated a prominent search bar at the top for instant access to specific users. Designed advanced filtering options to refine search results efficiently.

2. Intuitive UI for Scalability

  • Challenge: Accommodating an increasing number of user accounts while maintaining usability.
  • Solution: Created a minimalist layout with a clear visual hierarchy. Designed sortable columns in the user list to make managing large datasets effortless.

3. Accessibility and Usability Standards

  • Challenge: Ensuring the interface was inclusive and easy to navigate for all users.
  • Solution: Developed a clean and accessible design compliant with modern usability and WCAG standards. Used contrast ratios and clear labeling for enhanced readability.

The final user management interface was highly praised for its clarity, ease of navigation, and user-centric design. It significantly improved administrative efficiency, user satisfaction, and overall productivity.

User Management Settings UI Design
User Management Settings UI Design Grid View
Profile Details Pop-up Window
User Global Access and Permission
User Per-profile Access and Permission