Product Designer
2023
Smart CRM Solutions
A smart CRM solution that uses automation and insights to help teams focus on the deals most likely to close.
A smart CRM solution that uses automation and insights to help teams focus on the deals most likely to close.
Automation and insights can quickly feel intrusive or confusing when they are not explained. Users needed to know which deals deserved attention without digging through reports or trusting a black box.
We designed dashboards that highlight priority deals at a glance, with clear reasons behind every suggestion. A reusable design system keeps new insight features consistent as the product expands.
Priority views helped sales teams decide where to focus in less time.
Explainable suggestions encouraged more people to use smart features.
Timely reminders helped teams follow up on the right opportunities.
Test participants found the dashboards clear and easy to act on.
