CRM app concept for a sales team

Aleksandra Bondar Senior UX/UI Designer

Aleksandra Bondar Wzór UX Agency

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A CRM app concept, Puls: a sales pipeline as a kanban with stages and deal values, leads with statuses and one-window conversion into a deal, a shared inbox of customer conversations, a company and contact base, and a dashboard with tasks for today. Desktop and mobile versions.

Industry: Software
Website: Open the interactive design ↗

Puls CRM - two overlapping "Leads" screens: a table of enquiries with the statuses New, Contacted, Qualified and Lost, a lead detail panel with a status track, and a "Convert to deal" window with a choice of company, contact, pipeline and stage.

Puls CRM - a blue-toned photo: two people at a table talking over open laptops.

Puls CRM - three mobile app screens: "Leads" with a list of people and statuses, "Deals" with the pipeline kanban, and "Companies" with a list of companies marked as lead, prospect or active customer; a bottom bar with Dashboard, Inbox, Leads and Activities.

Puls CRM - style board: the Poppins typeface in Regular and SemiBold, colour swatches Black #000000, White #FFFFFF, Neon Blue #0160FF and Blue Hint #D9EBFF, and a grey strip.

Puls CRM - the "Inbox" screen on a laptop: a list of customer conversations from different channels, an open thread with messages and a reply field with a note, and next to it a phone with the same inbox and a list of unread conversations.

Puls CRM - a hand holding a phone with the dashboard: a greeting, the pipeline state with its value, the number of active and qualified leads, and a list of tasks to do today; blurred "Contacts" and "Reports" screens in the background.

Puls CRM - two overlapping "Deals" screens: the pipeline kanban and a deal detail panel with Won and Lost buttons, a stage track, company and contact details, and tabs for activity, notes and history.

Puls CRM - a blue-toned photo: an office with three people at desks with computers, one of them on the phone.

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