CRM App Design

Project Overview

This project was a very complext UX heavy application. I was tasked to design an app that served as a CRM. It needed to include a media library, CRM features like customer notes, orders and ways to make contacting clients easier. It also needed to have MLM built in, so being able to narrow down teams and wexplore the hiearchy within the app. I worked cloesely with the app team to ensure the mobile experiance was easy along with keeping elements very consistant.

Project Details

Designing this app first started with UX Research, this was also prefermoed by myself and a colleague. We conducted 15 user interviews about what products they currently use for CRM type work. We also wanted to learn about marketing efferts, social media marketing and everyday reports they ran. We took this data along with some surveys we conducted to draw conclusions of what product would best suite their needs.

Another aspect of this app design process was gamification. I used my knowledge and history of gamification to help ensure the app kept users motivated. Using things like badges, leaderboards and notifications I was able to create an app that encouraged next steps, while rewarding the user of accomplishments along the way.

Overall thi project was very enjoyable, from the research we gathered we learned lots of suprising things that helped us make something extrodinary for the end user. As we went through the process we kept our users close for testing and feedback. This helped us shape the right product for our end users and kept our jouney maps on the right track.

Category: CRM App Design
Client: Confedential