WonderPod CRM - Robust customer relationship management (CRM) tool.

Role: Lead UX Designer & Researcher Additional Members: Fellow UX'ers, Product Managers and Developers Tools: Invision, Adobe XD

---

Robust customer relationship management (CRM) system for managing business chains, tracking customer activities and designing marketing & sales campaigns.

Results & Outcomes

• A developed brand aesthetic almost from scratch;

• A fully designed responsive app;

• An idea brought to life through design.

Design process

Project overview & Initial information

At the time the Sabertooth team approached us with a project in mind, the customer had a great idea, a PowerPoint presentation with rudimentary wireframes, and a google doc with some of the features for their product.

Our role in this endeavor involved turning this idea and a list of features into a functional and validated design for both desktop and mobile devices.

Based on the documents we were provided with, we turned the list of features and requirements into user flows & wireframes to validate the logic behind the flow.

Wireframes

User Flows

Having reiterated a few times to address some of the initial design issues, we came to a deliverable that was ready for early usability testing.

The client team took the responsibility to test the current flow with both internal and external users. Having received initial positive feedback, we were ready to move forward with designing the brand aesthetic.

Moodboard development

In terms of the brand aesthetic, the client team just had their logo at the time. Having used clients logo as a springboard in terms of colors and style, we’ve gathered a list of relevant design references to settle on a specific look & feel we wanted to accomplish.

User Interface Design

Having settled on a visual style that conveys clients brand personality, we moved on to turning the wireframes into the final user interface. This process involved both designing for mobile, tablet and desktop devices.

Please drop a like 💗 if you like my work. :)