Consultancy CRM Design

{"root":{"children":[{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"The client wanted to","type":"text","version":1},{"detail":0,"format":1,"mode":"normal","style":"","text":" redesign their existing","type":"text","version":1},{"detail":0,"format":0,"mode":"normal","style":"","text":" CRM design to improve user engagement and increase conversion rates. The client, a global education consultancy relied on a legacy CRM to manage courses, clients, and consultant workflows. However, the system had become increasingly inefficient, outdated, and hard to use. Our goal was to completely rethink the CRM with a service-first mindset and design an experience that supports real consultant needs.","type":"text","version":1}],"direction":null,"format":"","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""}],"direction":null,"format":"","indent":0,"type":"root","version":1}}

{"root":{"children":[{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"The existing CRM had several usability issues:","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""},{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"Legacy CRM lacked modern usability, had inconsistent flows, and was inefficient for consultants and clients.","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""},{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"Features were hard to discover, and the UI was outdated and unfriendly.","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""},{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"Internal workflows were fragmented, and users struggled to manage tasks, forms, and course data.","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""},{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"No mobile-friendly check-in system for remote or on-the-go consultants ","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""}],"direction":null,"format":"","indent":0,"type":"root","version":1}}

{"root":{"children":[{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"We rebuilt the CRM from the ground up with a consultant-centric approach. And, Our key features include:","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""},{"children":[{"detail":0,"format":1,"mode":"normal","style":"","text":"Online/Offline User Check-in System:","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":1,"textStyle":""},{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"Consultants can check in to offices or appointments supporting real-world usage.","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""},{"children":[{"detail":0,"format":1,"mode":"normal","style":"","text":"Course Finder Tool:","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":1,"textStyle":""},{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"Advanced filters and keyword search to help users quickly find relevant courses.","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""},{"children":[{"detail":0,"format":1,"mode":"normal","style":"","text":"Migration Manager Tool:","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":1,"textStyle":""},{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"Streamlined workflows to handle migration processes and task tracking.","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""},{"children":[{"detail":0,"format":1,"mode":"normal","style":"","text":"Form Builder & Merger:","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":1,"textStyle":""},{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"Custom form creation with drag-and-drop, and the ability to merge multiple forms seamlessly.","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""},{"children":[{"detail":0,"format":1,"mode":"normal","style":"","text":"Task Management System:","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":1,"textStyle":""},{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"Organize, assign, and track progress of tasks within departments and between users.","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""}],"direction":null,"format":"","indent":0,"type":"root","version":1}}

{"root":{"children":[{"children":[{"detail":0,"format":1,"mode":"normal","style":"","text":"1. Research and Discovery:","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":1,"textStyle":""},{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"Conducted internal interviews with consultants.","type":"text","version":1},{"type":"linebreak","version":1},{"detail":0,"format":0,"mode":"normal","style":"","text":"Analayzed, reviewed existing CRM design, user flows, pain points deeply.","type":"text","version":1},{"type":"linebreak","version":1},{"detail":0,"format":0,"mode":"normal","style":"","text":"Researched other CRMs for better understanding .","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""},{"children":[{"detail":0,"format":1,"mode":"normal","style":"","text":"2. Information Architecture:","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":1,"textStyle":""},{"children":[{"detail":0,"format":0,"mode":"normal","style":"","text":"Organized complex data into logical categories and created user flow diagrams.","type":"text","version":1},{"type":"linebreak","version":1},{"detail":0,"format":0,"mode":"normal","style":"","text":"Defined clear content hierarchy for dashboards, forms, and contact data.","type":"text","version":1}],"direction":null,"format":"start","indent":0,"type":"paragraph","version":1,"textFormat":0,"textStyle":""}],"direction":null,"format":"","indent":0,"type":"root","version":1}}

 worked closely with a senior designer and was responsible for:

Conducting user research through interviews and feedback sessions.

Understanding business goals and gathering functional requirements.

Creating the information architecture and defining user flows.

Brainstorming and ideating interface improvements with the team.

Building a reusable components in Figma.

Supporting seniors with designs, handoffs, reviews, and documentation.

Participating in usability testing and iterating based on feedback.

Design Preview

Here are few design previews.