Building smart
connections to grow faster.
Product overview
ClientFlow is a B2B SaaS application designed to help small and medium-sized businesses (SMBs) simplify and optimize their customer relationship management (CRM) processes. My goal is to provide an intuitive platform that centralizes client data, automates repetitive tasks, and enhances business interactions, enabling teams to focus on what matters most: building relationships and driving growth.
Why ClientFlow?
Many SMBs struggle to manage customer relationships effectively due to fragmented tools, limited automation, and a lack of centralized data. Existing CRM solutions are often overly complex, expensive, or poorly suited to smaller businesses' unique needs.
The Solution
ClientFlow offers a user-centric, AI-powered CRM that addresses these challenges by focusing on simplicity, automation, and accessibility across devices (desktop, tablet, and mobile).
The platform ensures that even non-technical users can manage clients, track interactions, and streamline operations without steep learning curves.
Key features
I prioritized high-value leads using AI-powered scoring and automated follow-ups to ensure no opportunities are missed. I created custom workflows tailored to business needs and enabled CRM access anytime, anywhere. I seamlessly integrated with tools like Slack, and email platforms for a more efficient experience.
My role in the product design :
I led product design by defining key features, collaborating with developers, and ensuring a seamless user experience. I crafted an intuitive interface with clear navigation and a structured layout. Visually, I established a modern, minimalist design for a professional and consistent brand identity.
I conducted a competitive analysis, created user personas, and mapped user needs through interviews. Identifying key pain points, I refined design goals and built an intuitive information architecture.
From sketches to high-fidelity mockups, I iterated through testing to ensure a seamless user experience.
My design process
Competitive Analysis
ClientFlow can fill these gaps by providing an intuitive, highly customizable, and mobile-optimized CRM built for SMBs.
The analysis of top CRMs like HubSpot, Zoro, Pipedrive, Freshsales, and Nimble revealed common strengths and weaknesses.
I conducted user research with SMB professionals to identify CRM challenges, including complexity, scattered data, lack of automation, and poor mobile experience. Insights guided solutions: a user-friendly CRM, centralized client interactions, AI-powered automation, and full cross-device compatibility.
User Research for ClientFlow
Design goals
I designed ClientFlow with a focus on simplicity and efficiency, ensuring an intuitive interface with essential tools and streamlined workflows. I created customizable dashboards to provide a personalized user experience. I implemented AI-driven automation to minimize repetitive tasks, boosting productivity. I enabled seamless multi-device access and integrated key business tools to create a centralized hub for operations. I prioritized robust security and scalability to support both small teams and growing businesses.
Information architecture
I structured the information architecture to ensure a seamless user experience. I designed the dashboard to provide a clear overview of key metrics, recent activities, and actionable insights at a glance. I organized the sales pipeline to track leads, opportunities, and conversions efficiently, enabling smooth deal progression. I streamlined the deals section with categorized stages, allowing users to manage negotiations, follow-ups, and closures effortlessly. By integrating intuitive navigation and logical hierarchy, I ensured that users can access critical data quickly and take action with minimal friction.
User journey map
I mapped the user journey to ensure a smooth and efficient experience for James. I prioritized simplicity and ease of use to help him quickly navigate and adopt the CRM. I integrated automation and AI insights to minimize manual work, allowing him to focus on closing deals. I designed a seamless onboarding process with guided tutorials for faster adoption. I incorporated collaboration tools to enhance teamwork and communication within his sales team, ensuring a more connected and productive workflow.
From Sketching to Wireframes
I I sketched user flows to explore key screens and interactions, focusing on simplicity and functionality. After refining the layout with low-fidelity wireframes, I developed high-fidelity versions with detailed components and interactions, ensuring a strong foundation before prototyping.
From Wireframes to High-Fidelity Mockups
I created an interactive prototype in Figma with clickable elements, transitions, and animations to simulate the user experience. Stakeholders and users tested it, providing feedback on usability and functionality. Refinements ensured a seamless CRM experience before development.
